Tuesday, May 1, 2012

InfoPath Migration Pitfall

Applies to: InfoPath 2007, InfoPath 2010, MOSS 2007, SharePoint 2010

If you need to recreate or even just move an InfoPath form from one Form Library to another, make sure your data connections are updated.  If the InfoPath form is copied and is moved to another library, then the data connection URLs must be updated.   


For example, in the screenshot above, there are 2 data connections and they point to a made-up site at: https://contoso.teamsite.sharepoint20.  If you are moving the form to a new Forms Library within the site, then the data connection must be updated to point to the new Forms Library.  Note that the data connection is pointing to only the site URL and not to the URL of the Forms Library.  This information is specified when you modify the data connection.

When migrating from MOSS 2007 to SharePoint 2010, the same concept applies.  Just update ALL of the data connections and this should resolve most of the issues you are having.  Don't forget to publish the form to the new Form Library as well for your changes to take effect.  If using a duplicate of another InfoPath form, do NOT use the quick publish feature or else your changes will update the live InfoPath form on the site you went to to use the InfoPath form as a template. 

1 comment:

  1. I was facing difficulty in moving a form from one form library to another. I wasn't sure about the data connections but thanks to you for this quick tip.
    infopath

    ReplyDelete