To prepare an InfoPath 2007 form template for importing into a Groove InfoPath tool, you must do the following tasks:
- Create a new InfoPath form template or select a template to customize.
- Insert and lay out controls, if necessary. In some cases, you might be able to use an existing InfoPath templates as is. You can see detailed information on designing form templates in InfoPath in the Microsoft InfoPath Help.
- Promote fields in the InfoPath form template design so that they can be recognized in the Groove InfoPath Forms tool.
- Set Form Submit options to "Submit to hosting environment".
- Set Form Security options to "restricted".
- Save the InfoPath Forms template as an xsn file.
Creating or customizing an InfoPath Forms template
Microsoft InfoPath 2007 comes with a variety of form template samples. You can use any of these sample templates as the basis for a Groove InfoPath Forms tool, adding your own customization, or use them without making any design or layout changes.
You can also create a new form template in InfoPath using a blank form.
To use any sample or new form template in Groove, you must complete all the form template customization tasks described in this topic.
You can see detailed information on laying out an InfoPath Forms template in the Microsoft InfoPath Help.
Promoting fields in an InfoPath Forms template
As you prepare your InfoPath Forms template, consider which form fields you will want to make available in the Groove InfoPath tool to display on forms, to reference in views, and to make available for use in view filters and searches. In making this determination, it is also important to be aware of which field types can be used use in Groove.
To promote fields, do the following in Microsoft InfoPath 2007:
- Open the form template in the designer.
- On the Tools menu, click Form Options.
- In the Form Options dialog box, click Property Promotion.
- Click Add and then select a field to promote.
- Repeat Step 4 until you've selected all fields you want to promote.
- Click OK.
Demoting fields in an InfoPath Forms template
Just as you make fields available in a Groove 2007 InfoPath Forms tool by promoting in the Microsoft InfoPath 2007 form template, you remove fields from the Groove InfoPath tool design by demoting them in the Microsoft InfoPath form template. To demote fields, use the same procedure as for promoting them, except click Remove after selecting the field to demote.
Setting InfoPath Form Template Submit options
Do the following in Microsoft InfoPath 2007:
- Open the form template in the designer.
- On the Tools menu, click Form Submit Options.
- Do the following in the Form Submit Options dialog box:
- Click Allow users to submit this form.
- Select Hosting environment.
- Click Add and enter a name for the data connection, or accept the name "Main submit".
- Click Finish.
- Click OK.
You can see detailed information on [a href="http://r.office.microsoft.com/r/rlidHostingInfoPath?clid=1033"] hosting InfoPath in another application in the Microsoft InfoPath help.
Setting InfoPath Form Template Security options
Do the following in Microsoft InfoPath 2007:
- Open the form template in the designer.
- On the Tools menu, click Form Options.
- In the Form Options dialog box, click Security and Trust.
- Uncheck Automatically determine security level based on form's design.
- Select Restricted (the form cannot access content outside the form).
- Click OK.
Saving an InfoPath Form template as an XSN file
Once you have completed the required field promotion and set form template submit and security options, you can save the InfoPath form template in the designer. The file will be saved, by default, as an XSN file.
InfoPath field data types eligible for promotion and import into a Groove InfoPath tool
The following table lists the InfoPath field data types that can be promoted and imported for use in a Groove InfoPath tool.
| InfoPath 2007 field data types: |
Imported in Groove 2007 as field type: |
| Byte |
Number (double) |
| Date (date) |
Date (double) |
| Date and Time (dateTime) |
DateTime (double) |
| Double |
Number (double) |
| Entity |
Text (string) |
| Entities |
Text (string) |
| Float |
Number (double) |
| Hyperlink (anyURI) |
Text (string) |
| ID |
Text (string) |
| IDREF |
Text (string) |
| IDREFS |
Text (string) |
| Int |
Number (double) |
| Language |
Text (string) |
| Name |
Text (string) |
| NCNAME |
Text (string) |
| NMTOKEN |
Text (string) |
| NMTOKENS |
Text (string) |
| NormalizedString |
Text (string) |
| Rich Text (XHTML) |
Text (string)* |
| Short |
Number (double) |
| Text (string) |
Text (string) |
| Token |
Text (string) |
| True/False (boolean) |
Check Box (string) |
| UnsignedByte |
Number (double) |
| UnsignedInt |
Number (double) |
| UnsignedShort |
Number (double) |
*Note the following details pertaining to the InfoPath Rich Text (XHTML) field data type:
- When mapped to the Text (String) field data type in Groove, all rich text formatting is stripped out.
- This field type cannot be demoted.
Other InfoPath field types (such as Duration, Time, gMonth, gDay), will display on the form in the Groove InfoPath tool, and can be used, but will not be available in the Designer for referencing in views, Web services, or macros.
