We reviewed our video tutorial “Publishing InfoPath form to form library in SharePoint” for consistency with normal operation of our SharePoint Online site, which is part of our Office365 E3 Plan account. Note that opening InfoPath 2010 forms that are already stored in a SharePoint Online form library is not a very straightforward process. We had already stored our example form, with which we have worked through the first few videos in this series, InfoPath 2010 Training in SharePoint Online.
Attempting to open our example form with our desktop InfoPath 2010 Designer client application did not succeed. We had to follow this procedure to successfully open our example form: we
- logged into our SharePoint Online site
- then we selected our form library, which appears as a clickable option under Libraries in the left hand Navigation column
- then we checked the box that pops up next to the example form we were after when we hovered over the document title,
- and then, with the SharePoint Online ribbon set for “Library Tools” and “Documents”, we clicked on the “Edit Document” button
which then prompted us for permission to open our desktop client for InfoPath 2010 for editing.
But, we must note, the form actually opened in our desktop “InfoPath 2010 Filler” application, which is simply a means of adding form data to a form. In order to open the form for editing purposes we needed to use our desktop “InfoPath 2010 Designer” application. We successfully opened our example form for editing when we used InfoPath 2010 Designer to access the form.
With the form open we verified 100% consistency between our SharePoint Online environment and the SharePoint on premise environment demonstrated in our video tutorial. Further, the video tutorial clarified another confusing procedure that we had experienced when we first stored our form to SharePoint Online. The new addition to our form library only appeared when we clicked on the “add item” button on SharePoint Online. We spent 10 minutes simply repeating attempts to upload the document before we figured out that this “add item” button had to be used to actually add the new item to the form library. In our video tutorial, Asif Rehmani demonstrates how the “add item” works and, thereby, saves viewers at least the 10 minutes that we had wasted searching for a means of adding the form to the library.
If you plan on a significant implementation of InfoPath 2010 forms production for your organization in an Office365 E3 plan environment and would like to discuss your plans with us, we welcome an opportunity to hear from you. You can either telephone us at +1 630-786-7026 or contact us via email with any questions you may have about this video, the InfoPath 2010 set, and possible applications for individual as well as organizational-level viewing and use.
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