Publishing a form

Publishing a form copies it to your Form Workflow site, allowing other SharePoint users to access it.

To publish a form

1. If your environment is set up so that you are not automatically logged on to your SharePoint site, you must first log on. In Winshuttle Designer, from the Tools menu, click Options and enter your server credentials.

   NOTE: You must have Site Administrator privileges on the SharePoint site to publish forms.

2. In Winshuttle Designer in the Publishing section in the Properties pane, set the SharePoint Site property to the URL of the Form Workflow site where you want to publish the form. Click OK.

   If an error message displays, you may have incorrectly typed the URL to the Form Workflow site. Try retyping and click OK.

3. From the File menu, click Publish InfoPath Form.
   
   The Publish InfoPath Form dialog box appears.

   

4. In the InfoPath Template text box, navigate to the form you want to publish.
   
   For example, to publish the Time Off Request form that you created in the previous section, locate the file TimeOffRequest.xsn on your local machine. Click Publish.
   
   The form definition is copied to the Form Workflow site. A new SharePoint list is created with the same name as the form name (.XSN file). A message box appears asking if you want to create a process for your Time Off Request Form.

   A Process—also sometimes called a Solution—contains all the items that are necessary for a Workflow to function. This can include the Workflow itself, documents, forms, and other supporting structures and definitions.

   A SharePoint List is a container for data used by workflows. A list may contain a list of usernames, materials, documents, etc.

5. Click Yes.

   The form is published to the Form Workflow site. Winshuttle Designer does the following things:

   • Creates a new workflow. You can now use Designer to create a workflow to be associated with this form. See Using Winshuttle Designer for instructions for creating a workflow.

     As it relates to Winshuttle Designer, a Workflow is a graphical representation of the flow of information (documents and/or forms) through an enterprise.

   • Sets the new workflow to the URL for your Form Workflow site.
   • Sets the SharePoint List Name to the name of the published form. For example, for the Time Off Request form, the SharePoint List Name is set to Time Off Request.

   TIP: Open a browser and go to the Form Workflow site you published the form to. In the Lists area there is a new listing for the form you published.