InfoPath with Sharepoint 2010 : Use the Edit Form on the List Page

1/6/2012 4:19:57 PM

The InfoPath Form web part can be leveraged to modify the standard list pages to customize the user experience with the list. To accomplish this implementation, follow these steps:

1.	Navigate to the list you want to modify.
2.	From the Site Actions menu, select Edit Page.
3.	Click Add Web Part on the page and select the InfoPath Form Web Part. Click Add.
4.	From the list web part on the page, select Connections, Send Row of Data To, InfoPath Form Web Part, as shown in Figure 1, to create the connection between the two web parts. Figure 1. Sending the row of data to the InfoPath Form web part creates a connection.
5.	In the Choose Connection dialog, select Get Form From, as shown in Figure 2. The InfoPath Form web part will receive the edit form from the list web part. Click Finish. Figure 2. Selecting Get Form From allows the InfoPath Form web part to receive the form from the list web part.
6.	Move the InfoPath Form web part below the list web part by dragging it below the list web part, as shown in Figure 3. Figure 3. Dragging the InfoPath Form web part moves it below the list web part.
7.	On the Page ribbon bar, click Stop Editing to save the changes.

In browse mode, selecting a list item’s double-sided arrow icon displays the InfoPath edit form on the same page, as shown in Figure 4 . Users may modify the entry right on the list page.

Figure 4. Selecting a list item displays the Edit Form for that item on the same page.

Note

Users who do not have permissions on the list items will not be able to submit any changes. The edit form will still show on the page and appear to be editable, but an error message will appear if the user attempts to save a modification.

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InfoPath with Sharepoint 2010 : Use the Edit Form on the List Page

Figure 1. Sending the row of data to the InfoPath Form web part creates a connection.

Figure 2. Selecting Get Form From allows the InfoPath Form web part to receive the form from the list web part.

Figure 3. Dragging the InfoPath Form web part moves it below the list web part.

Figure 4. Selecting a list item displays the Edit Form for that item on the same page.