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This allows you to submit data to existing business systems, enterprise applications, or corporate databases. For example, a sales department can design a form that can submit sales leads and customer information to an existing Customer Relationship Management CRM system. Query data from existing business systems It is also possible to query data in existing business systems, enterprise applications, or corporate databases.

For example, when users open a form based on your form template, you might want data from an external data source to appear in the name and address fields on the form. This enables you to take advantage of existing organizational data and simplifies the process of filling out a form.

Add workflow to forms You can add a workflow to the form template that is stored in a library. This enables you to consistently manage common business processes. For example, as a manager, you can use an approval workflow to route an expense report form through a list of approvers.

Approvers can approve or reject the expense report form, reassign the approval task, or request changes to the form. In InfoPath, users click commands on the File menu to participate in the workflow. On the server, they can point to the name of the form in the library, click the arrow that appears, and then click Workflows to participate in the workflow.

You can store your form templates and their associated forms in a centralized repository on a server running InfoPath Forms Services. This makes it easy to find, share, and manage forms and form templates.

Store forms and form templates in a centralized location You can associate a form template with a library, which is a location on a SharePoint site where you can create, collect, update, and manage files with other people in your organization.

When users fill out forms based on the form template in that library, the completed forms appear in the library along with key information from the forms themselves.

Depending on how the SharePoint library is designed, users can fill out forms that are based on your form template, export the data from completed forms to Microsoft Office Excel, or merge the data from several forms into one form.

The following example shows expense reports stored in a library. Use content types to manage form templates You can use the InfoPath Publishing Wizard to publish a form template as a site content type.

A content type defines a form template, a set of columns, and document management settings on the server, such as workflow or policy settings. By creating content types, you can reuse form templates and settings across a site collection.

In the past, if you wanted to use a form template in multiple SharePoint libraries, you had to publish two distinct copies of the form template, one for each library. If you wanted to update the form template, you had to change the form template in both places. However, now you can publish a form template as a site content type. When you update the content type, your change is automatically applied wherever that content type is used.

You can assign a single content type to multiple libraries across a site collection or assign multiple content types to a single library. For example, you can add a content type for status report forms to all of the libraries that are used by the sales department in your company, so that each sales team is collecting and reporting the same type of information to management.

Alternatively, suppose that your department uses different form templates for travel request, trip report, and expense report forms. You can publish the three form templates as site content types and add them to a single library used for storing team travel-related information. When people create a new form from the library, they can then select which of these form templates they want to use.

Manage forms and form templates Server farm administrators can control how form templates are accessed by users and deployed throughout the organization. For example, they can control who can publish form templates throughout the site or decide how to upgrade form templates on the server with minimal impact to form users.

Manage data connections in a central location If multiple form templates will use the same data connections, you can store the settings for that data connection in a data connection file in a data connection library. When a user opens a form that connects to a data connection file, InfoPath uses the settings in that file to connect to the external data source.

In this way, multiple form templates can use the same data connection file, so there is no need to manually create the same data connection for each form template. Moreover, if the location or connection settings for an external data source change, you don't need to update each form template that uses the data connection. Instead, you simply update the data connection file once, and all form templates continue to work as expected.

Checkout Cart Loading Create an Account Forgot Your Password? Access MyGK. Learn to create browser-enabled form templates with our InfoPath courses InfoPath is a forms-creation and data-gathering tool that makes it possible for people to fill out forms in a Web browser. Three reasons to take a Microsoft InfoPath training course from Global Knowledge: Training Exclusives - Every InfoPath course comes with extended access to benefits such as our video library and free refreshers Guaranteed to Run - We have the largest schedule of Guaranteed to Run classes in the industry, so you can book your Microsoft InfoPath course with confidence.

Concept Training - Our training methodology focuses on your productivity needs, not to showcase software features. Browse By Category. Initiating workflow actions Building a form to trigger a workflow Adding a workflow to a form library Integrating e-mail and tasks Coordinating and delegating tasks to information workers Embedding the People Picker into forms Establishing conditional rules Directing workflow actions with form fields Generating task assignments based on form data.

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