Tuesday, May 16, 2017

Use the InfoPath Form Web Part

Use the InfoPath Form Web Part

When you add the InfoPath Form Web Part to a page, you can display a browser form that has been:

  • Published to a form or document library.

  • Associated with a SharePoint list form customized by using Microsoft InfoPath 2013.

Once you add the InfoPath Form Web Part to a page, you can also connect it to other Web parts on the page to create useful solutions. For example, you can:

  • Select an item in a List View Web Part of a library containing similar forms, and display the specific form in an InfoPath Form Web Part.

  • Select an item from a List View Web Part, such as a Help Desk ticket list, and display the fields in an InfoPath Form Web Part.

  • Capture several parameter values from a user in an InfoPath Form Web Part, such as a mortgage calculator, and display a table of results in the Excel Services Web Part.

For more information, see Find content about InfoPath 2010 and 2013.

In this article

Connect an InfoPath Form Web Part to another Web Part

Custom properties

Common properties

Appearance

Layout

Advanced

Connect an InfoPath Form Web Part to another Web Part

You can connect a InfoPath Form Web Part to another Web Part, such as a List View Web Part, provide data to, receive data from, and change the way the data is displayed in the other Web Part.

  1. On the Settings menu Office 365 Settings button , click Edit Page or Add a Page.

  2. If necessary, add the other Web Parts to the page that you want to connect to.

  3. Locate the InfoPath Web Part on the page or add the InfoPath Web Part to the page.

  4. Click the Web Part menu of the InfoPath Web Part, and then point to Connections.

  5. Point to one of the following commands, and then click the name of another Web Part on the page to which you want to connect:

Command

Description

Send Data To

Displays a list of one or more other Web Parts on the page that can receive form data. The InfoPath Form Web Part can be either a library form that has output parameters defined or a list form.

Get Form From

Displays a List View Web Part based on a list or library. Users can select forms from the List View Web Part to display a specific form in the InfoPath Form Web Part.

Get Data From

Displays another Web Part, such as a List View Web Part, that sends one or more fields of data to the InfoPath Form Web Part, which must have input parameters defined and can either be library form or a list form.

Custom properties

Property

Description

List or Library

Specify the list or library that contains the published InfoPath form.

Content type

Specify the content type of the form. This is required if more than one InfoPath form has been published as a content type or added as a library template. If you don't make a selection, a default content type is selected.

Display a read-only form (lists only)

Select or clear this check box to prevent or allow data entry in a list form.

Show InfoPath Ribbon or toolbar

Select or clear this check box to display or hide the InfoPath Ribbon or toolbar. If you clear the check box, make sure the user can use the InfoPath form by adding a Submit button.

Send data to connected Web Parts when page loads

Select or clear this check box to send or not send the first row of data to one or more connected Web Parts when the page first displays and to show or hide any default values.

Select the form view to display by default

If the form has two or more views defined, select the view to display from the drop-down list.

Select the action to perform after a form has been submitted

Select one of the following options:

  • Close The Form Replaces the form with the following message: "The Form Has Been Closed".

  • Open A New Form    Opens a new blank form.

  • Leave The Form Open    Keeps the form open.

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Common properties

All Web Parts share a common set of properties that control their appearance, layout, and advanced characteristics.

Note:  The common Web Part properties that you see in the tool pane may be different from what is documented in this section for several reasons:

  • To see the Advanced section in the tool pane, you must have appropriate permission.

  • For a specific Web Part, a Web Part developer may have chosen not to display one or more of these common properties or may have chosen to create and display additional properties that are not listed below in the Appearance, Layout, and Advanced sections of the tool pane.

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Appearance

Property

Description

Title

Specifies the title of the Web Part that appears in the Web Part title bar.

Height

Specifies the height of the Web Part.

Width

Specifies the width of the Web Part.

Chrome State

Specifies whether the entire Web Part appears on the page when a user opens the Web Part Page. By default, the chrome state is set to Normal and the entire Web Part appears. Only the title bar appears when the state is set to Minimized.

Chrome Type

Specifies whether the title bar and border of the Web Part frame are displayed.

Title

Specifies the title of the Web Part that appears in the Web Part title bar.

Height

Specifies the height of the Web Part.

Width

Specifies the width of the Web Part.

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Layout

Property

Description

Hidden

Specifies whether the Web Part is visible when a user opens the Web Part Page. If the check box is selected, the Web Part is visible only when you are designing the page and has the suffix (Hidden) appended to the title.

You can hide a Web Part if you want to use it to provide data to another Web Part through a Web Part connection, but you don't want to display the Web Part.

Direction

Specifies the direction of the text in the Web Part content. For example, Arabic is a right-to-left language; English and most other European languages are left-to-right languages. This setting may not be available for all types of Web Parts.

Zone

Specifies the zone on the Web Part Page where the Web Part is located.

Note:  Zones on the Web Part Page are not listed in the list box when you do not have permission to modify the zone.

Zone Index

Specifies the position of the Web Part in a zone when the zone contains more than one Web Part.

To specify the order, type a positive integer in the text box.

If the Web Parts in the zone are ordered from top to bottom, a value of 1 means that the Web Part appears at the top of the zone. If the Web Parts in the zone are ordered from left to right, a value of 1 means that the Web Part appears on the left of the zone.

For example, when you add a Web Part to an empty zone that is ordered from top to bottom, the Zone Index is 0. When you add a second Web Part to the bottom of the zone, its Zone Index is 1. To move the second Web Part to the top of the zone, type 0, and then type 1 for the first Web Part.

Note:  Each Web Part in the zone must have a unique Zone Index value. Therefore, changing the Zone Index value for the current Web Part can also change the Zone Index value for other Web Parts in the zone.

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Advanced

Property

Description

Allow Minimize

Specifies whether the Web Part can be minimized.

Allow Close

Specifies whether the Web Part can be removed from the Web Part Page.

Allow Hide

Specifies whether the Web Part can be hidden.

Allow Zone Change

Specifies whether the Web Part can be moved to a different zone.

Allow Connections

Specifies whether the Web Part can participate in connections with other Web Parts.

Allow Editing in Personal View

Specifies whether the Web Part properties can be modified in a personal view.

Export Mode

Specifies the level of data that is permitted to be exported for this Web Part. Depending on your configuration, this setting may not be available.

Title URL

Specifies the URL of a file containing additional information about the Web Part. The file is displayed in a separate browser window when you click the Web Part title.

Description

Specifies the ScreenTip that appears when you rest the mouse pointer on the Web Part title or Web Part icon. The value of this property is used when you search for Web Parts by using the Search command on the Find Web Parts menu of the tool pane in the following Web Part galleries: Site, Virtual Server, and Web Part Page.

Help URL

Specifies the location of a file containing Help information about the Web Part. The Help information is displayed in a separate browser window when you click the Help command on the Web Part menu.

Help Mode

Specifies how a browser will display Help content for a Web Part.

Select one of the following:

  • Modal Opens a separate browser window, if the browser has this capability. A user must close the window before returning to the Web page.

  • Modeless Opens a separate browser window, if the browser has this capability. A user does not have to close the window before returning to the Web page. This is the default value.

  • Navigate Opens the Web page in the current browser window.

Note:  Even though custom Microsoft ASP.NET Web Parts support this property, default Help topics open only in a separate browser window.

Catalog Icon Image URL

Specifies the location of a file containing an image to be used as the Web Part icon in the Web Part List. The image size must be 16 by 16 pixels.

Title Icon Image URL

Specifies the location of a file containing an image to be used in the Web Part title bar. The image size must be 16 by 16 pixels.

Import Error Message

Specifies a message that appears if there is a problem importing the Web Part.

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