How to promote fields in InfoPath 2010/2013

ABOUT

You can specify what columns you'd like to show in your SharePoint library by promoting fields in your InfoPath form.

HOW

Promoting fields from an InfoPath form to a SharePoint library initially happens while publishing your form to SharePoint.  When you’re ready to publish your form, go to File>Publish>SharePoint Server to prompt the Publishing Wizard

column1_1.png

 

Next, enter (paste) your SharePoint location>Form Library>Create a new form library.  Then you’ll be asked to enter a Name for this library.  It is strongly recommend that you name the library the same as your form name. 

column2name.png

Click the Next> button, select Add… to select fields to promote as columns. In the example below, I selected field1 and selected OK. This means field1 will appear in my SharePoint library as a column.

column3_1.png

Once you’re done adding columns, complete the wizard to publish your form.  Go to your SharePoint library to see your newly published form (MyForm) with the promoted field(s):

column4_1.png

If you’d like to add more columns to your SharePoint library, you must republish your InfoPath form.  While publishing your form again, you can select Next> to skip through the wizard until you come to the section for adding columns as shown below.  Now repeat the steps as you previously did, select, Add… fields to create columns, and complete the wizard by selecting Next> and Publish.

column6_1.png

After adding additional columns and republishing, refresh your SharePoint library to see the new columns.

column8_1.png

The image above shows a submitted instance from my device with the 3 fields I created as columns when I published MyForm.  

Note: Whenever you publish or republish your form, be sure to reupload your form in the Formotus portal.  Now you can view your updated Formotus form on your device.  

column10.png

Have more questions? Submit a request

0 Comments

Article is closed for comments.