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A checklist for enabling browser forms with Forms Services and SharePoint 2007

A checklist for enabling browser forms with Forms Services and SharePoint 2007

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This is a checklist to follow if you are having problems with publishing InfoPath 2007 browser-enabled forms to Microsoft Office SharePoint Server 2007. A typical error message you receive in this case is

"This form template is browser-compatible, but it cannot be browser-enabled on the selected site"

... with an ugly yellow color. Here's what to check before you're going crazy:

  1. Install Microsoft Office Forms Server 2007 (independent product) on the SharePoint box if the Office server suite you use is lower than Enterprise (or if you are using Windows SharePoint Services 3.0). The Forms Services support is included in the Enterprise Office Server suite.
  2. After installed Forms Server, you'll have a InfoPath Forms Services section at the Application Management page. To go here, click on Start -> Administrative Tools -> SharePoint 3.0 Central Administration and choose the Application Management tab on the top of the page. Click on Configure InfoPath Forms Services in the InfoPath Forms Services section and check both "Allow users to browser-enable form templates" and "Render form templates that are browser-enabled by users" checkboxes, then OK this page
  3. Open your SharePoint site, click on Site Actions -> Site Settings, select Site collection features under Site Collection Administration and activate InfoPath Forms Services support
  4. Start designing your form with the InfoPath 2007 client. In InfoPath, click on Tools/Form Options, select the Compatibility category and check the "Design a form template that can be opened in a browser or InfoPath", then click OK. In the case if you miss this one and your form is browser-compatible, you get a warning message while publishing your form saying that "The server is running InfoPath Forms Services, but the compatibility settings for this form template is InfoPath only".
  5. Make sure that your form is browser-compatible. You can use the design checker task pane in the InfoPath 2007 client to perform this task.
  6. Publish your form onto a SharePoint 2007 library. In the wizard, at step 3, check the "Enable this form to be filled out by using a browser" checkbox and finish publishing.
  7. At the end of the publishing wizard, select "Open this document library" and click on Close. This will open the document library in the browser. Click on Settings/Form Library Settings, then click on Advanced Settings and select the "Display as a Web page" option in the Browser-enabled Documents category. If you don't choose this option, the form will be opened in InfoPath if it's installed on the client. Otherwise, it's going to be opened in the browser.

Hope that helps!

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  • Please add 8 and 6 and type the answer here:
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  • TYVM!  You just saved me about 8 hrs sleep with step 3 - didn't realise that needed to be done as well!

  • hello, i tried to follow the steps but i was stuck in step # 3, there was no "InfoPath Forms Services support" in the options to activate.  Did i miss something during installation, pleas advise.  Thanks

  • Hi Icee, Do you have WSS or MOSS? have you followed steps 1, 2 and everything was going OK so far? Have you tried IISRESET already?

    Cheers,

    David

  • Hi, I would like install Forms Server 2007. I have now MOSS Standard, I have to upgrade to Entreprise edition?

  • Hi Vasek, you don't need to install Enterprise edition, just follow my checklist to install Forms Services on your box and configure MOSS to live with it. Any questions, post here!

  • Hi, I have MOSS 2007 std. Install Forms Server on other server, connect to exist farm. Configure #1,#2, but and don't options InfoPath Forms Services support. IISRESET

  • Hi, I have MOSS 2007 Ent. I followed the steps with two diferents websites but the option in step 3 simply does not appears. Anyway one site works, the other don't, I spent hours looking for diferences between the sites with no results. My MOSS installation is in spanish.

    Could you figure out something?

    thanks

  • Ney Natell,

    In case if you have the Enterprise Edition, you don't have to install Forms Services independently.

    Have you checked the InfoPath Forms Services section at the Application Management page? (SharePoint 3.0 Central Administration) Does it seems to be correct?

    David

  • Hi david, yes, I have Enterprise Edition and I'm not trying to install Forms Services independenly. I already checked that section and I have another site on the same farm working well with the same Infopath Form.

  • Hi Natell,

    Try to force deactivating and activating the Forms Services feature.

    PLEASE NOTE: This is provided "AS IS" with no warranties, and confers no rights.

    Run the following commands to force deactivating and activating the Forms Services feature:

    stsadm -o deactivatefeature -filename IPFSSiteFeatures\feature.xml -force -url %SITE_COLLECTION_URL%

    stsadm -o deactivatefeature -filename IPFSWebFeatures\feature.xml -force -url %SITE_COLLECTION_URL%

    STSADM.EXE -o activatefeature -filename IPFSSiteFeatures\feature.xml -url %Sitecollection_URL% -force

    STSADM.EXE -o activatefeature -filename IPFSWebFeatures\feature.xml -url %sitecollection_URL% -force

    ** NOTE: The "%Sitecollection_URL%" is a place holder that would be replaced with your site collection URL, such as: http://sharepoint/sites/YourSiteCollection

  • I'd tried to force deactivating and activating the Forms Services feature but it says that stsadm.exe is not recognize as internal/external commnd.operable program or batch file

  • Please help me ..I have a problem at step 3..I don't have 'InfoPath Forms Services support' in my Site Collection Features.. Another thing is I have a

    'Template'(Microsoft Office InfoPath Form template.) in my Site Collection Features but cannot be activated where it occurs error to activate.The error sounds "Failed to instantiate file "solution.xsn" from module "XSN": The specified list does not exist."

    Can anyone help me to fix this problem....thanx in advance.

  • Those who are facing problem at step 3, activate "Office SharePoint Server Enterprise Site Collection features" option which includes the form services.

    It worked for me!!!

  • Dear Prasad,

    Thank you for your help.I am still very new in SharePoint and as an intern i am still got to learn more .I  do not know where to find "Office SharePoint Server Enterprise Site Collection features". May b you could tell me where should I configure to enable me to get that features to be activated then. Thank you..

    =)

  • TQ..prasad....i've already able to make my form browse-enable..now i hav a problem in authentication.I have to make the form send through email to the manager and the manager have to approved the form and  submit it to the sender back.I am able to send the form to the email but could not able to make the form in the email editable...can anyone help me...

    thanx in advance...

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