Have you ever come across a request where the end user/department has an Excel form which they would like to add to SharePoint as an embedded form? If you have and are scratching your head about it then you have come to the right place!
In this article I am going to walk you through the following:
Step 1: Take the Excel form and import it into InfoPath Designer.
Step 2 - Make necessary changes to the design of the InfoPath form.
You've probably noticed that the Excel 2010 form looks a lot distorted in InfoPath 2010 designer. I have created a 3 and half minutes long video which takes you through the process of importing the Excel form into InfoPath Designer, deleting rows and merging cells. The trick is to highlight all the cells you want to merger, right-click and then choose the 'Merge Cells' option.
Below is the final look after cleanup.
Step 3 : Create fields in the infoPath form.
Below are the list of fields I created and their respective data types. The field names cannot have any spaces.
I have created a 4 minute video which shows you how I created some of the fields.
Below is a screenshot of a SharePoint 2013 Web Application on which we are going to publish the InfoPath form.
Step 4: Add a Data Connection to the new list on InfoPath and add the fields to the form.
Following are the requirements for the InfoPath embedded form to work.
Below are the steps to publish the InfoPath form to your SharePoint 2013 web application.
Step 5: Print the form directly from browser
After publishing the form from InfoPath, you will now see a new document library created. In my case I named the document library as Expense which is what I see as shown below.
When I access my Expense document library and click on the 'New document' option I see the InfoPath form we built as shown below.
The form has the Print Preview button which gives you the option to preview the form you filled and print it directly from SharePoint. By default the browser will print the header and footer as well, however, that can be disabled using the below steps. In this example, I am using IE 10 browser.
After making the changes, below is what you should see.
Hopefully the videos and the written steps I have provided has made SharePoint Administration task a little easier for some of you
Gokan Ozcifci edited Revision 13. Comment: See also
Peter Geelen - MSFT edited Revision 5. Comment: HTML clean up
Richard Mueller edited Revision 4. Comment: Fix unbalanced <ul> and <li> tags in HTML
Dan Christian edited Revision 2. Comment: fixed broken images
Nice article!
Thanks for the compliment Naomi!
Very nice Article. Ummm..I think I know you from somewhere, you look familiar. :) Good job Daniel!
Congrats on winning the gold medal: blogs.technet.com/.../technet-guru-awards-august-2013.aspx
Thanks for the compliment Ed!
You're welcome, Dan! This is a great article!