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Creating a custom tool with an InfoPath Forms tool
 

When you first add a Groove InfoPath Forms Tool to a workspace, you see the "Welcome" page which provides a brief overview of the tool.

Click Import Template... to open the InfoPath Forms designer where you import InfoPath Forms templates and add other custom tool design objects, such as views and macros.

What do you want to do?


Import a new form into an InfoPath Forms tool

You create a new form in a Groove InfoPath Tool by importing InfoPath form template .xsn files you've saved in Microsoft InfoPath 2007. In order to import these forms successfully, they must have several options set in Microsoft InfoPath.

  1. Open the InfoPath Forms Tool designer.
  2. Click Import New InfoPath Template... under Forms.
  3. Select the InfoPath form template file you want and click Open.

The form template displays in the designer window. All promoted form fields are listed under Fields in the design object pane. Click any field to display field properties. To modify a field, you must update it in Microsoft InfoPath and then re-import the form template file.

About importing additional forms into an InfoPath Forms tool

You can import additional forms into an InfoPath Forms tool by repeating the procedure described in this topic. However, note that the InfoPath Forms tool automatically renames fields in form templates you import if they conflict with fields names in existing form templates. For example, if an InfoPath Forms tool contains a form with a field named "City", and you import another InfoPath forms template that contains a field named "City", in Groove this field will automatically be renamed "City0".

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Re-import a modified form into an InfoPath Forms tool

All design updates to forms in an InfoPath Forms tool are made in Microsoft InfoPath 2007. Once the updates are ready, you re-import the InfoPath form template file to refresh the form design in the InfoPath Forms tool.

  1. On the Designer menu, point to Modify Form, and click the form you want to re-import.
  2. Click Re-Import InfoPath Template.
  3. Select the InfoPath form template file you want and click Open.

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