Thursday 24 October 2013

An administrator must approve this form template before it can be filled out by using browser

Good Afternoon Friends!

Hope you all are doing good!

Here I am sharing steps for resolving issues in Publishing Info Path form.

While working with Infopath 2007, I struggled with this and finally got it working with following steps. 

It goes like this:

If your InfoPath form is having any type of code attached then publishing wizard won't allow you to publish it directly to Sharpoint Site, instead it would require a permission from "Sharepoint Central Administrator" to verify it first and then activate it explicitely on the Sharepoint site. A question can popup in anybody's mind that why it is like this? Answer could be "security measures".

InfoPath Forms attached with unknown code could harm the entire site collection or may be farm so sharepoint provides this authorization mechanism.


Use following guide in sequential order:
(Please note: i worked on following versions: InfoPath 2007, MOSS 2007, WSS 3.0, InfoPath Forms Services) 

A] In InfoPath Designer:

- Allow Full Trust to the form from location “Tools >> Form Options >> Security and Trust”

- Select checkbox “Design a form template that can be opened in a browser or InfoPath” in "Tools >> Form Options >> Compatibility"

B] Publishing the form from InfoPath Designer:

- Screen1 : Select option “To a Sharepoint server with or without InfoPath Forms Services”

- Screen 2:  Enter the location of your Sharepoint or InfoPath Forms Services site

- Screen3: You might notice a help text on the top saying “ An Administrator must approve and blah blah blah”. This help text appears when there is code associated with InfoPath Forms. Just continue by selecting following options from the screen.
-  Select checkbox “Enable the form to be filled out by using a browser” and then select “Administrator approved form template(advanced)”.
- Screen4: Specify a physical location and file name for the form template where you want to store it.

- Screen5: Do nothing and Just click Next

- Screen6: Click Publish

- Screen7: Click Close

You are done with “InfoPath Forms Designer” side.


Now let’s move to “Sharpeoint Central Administration” to approve the published form template by the administrator and Activate it on Site Collection

- Open Sharepoint Central Administration >> Application Management >> In “InfoPath Forms Services” section click “Manage form templates”

- Upload Form Template >> Select the published form template from the physical location used above  (Do not change other default settings on this page) >> Click “Ok”

- In Manage Form Templates list, Right click newly added infopath form template item and activate it to the desired site collection by clicking “Activate to site collection” link. This will activate a feature on site collection level and would add it to the “Form Templates” library. You can check whether the feature is activated by going into that site collection features section and also you can verify whether published template is added to the “Form Templates” library or not.

- Now to add Info path form to webpart, Go to Home page >>> Edit Page >>> Add Page Viewer Web Part >>> Provide url in following format >>> Click Ok >>> Exit Edit Mode

http:// <site name>/_layouts/FormServer.aspx?XsnLocation=http://<site name>/FormServerTemplates/<published InfoPath form template name>.xsn&OpenIn=browser 

That's it!
Now you should be able to see the InfoPath Form contents on your Sharepoint site page.

I hope it helps!

Happy Learning! 

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