Microsoft Sharepoint Products and Technologies Resource Kit eBook

Chapter 39: Using Microsoft Office InfoPath with SharePoint Products and Technologies 1051
To modify field promotions for a library
Field promotions are identified in the form template file named properties.xfp. You
can modify the promoted fields in InfoPath design mode either at the time of template
publishing using the Publishing Wizard, or at the template design time. To
modify the field promotions at design time, perform the following steps:
1. Open the form template in InfoPath design mode.
2. On the Tools menu, select Form Options.
3. Click the Form Library Columns tab. Using the Add, Remove, and Modify
buttons, define the form fields to be promoted to the library columns.
Clicking either the Add or the Modify button displays a dialog shown on
Figure 39-7. It is the same dialog as the one used by the Publishing Wizard.
From this dialog, you can select the fields to be promoted. If you select a
repeating field, you need to specify how to treat the repeating entries. For
example, you could choose plain text, merge, sum, average, and so on.
4. Specify a column name to associate with the form field when it is displayed in
the column in the form library, if you want the column name to be different
from the name of the field.
To create a new view
Custom views allow a form library designer to create custom presentations of form
data and their related content. With the aid of standard document properties and
promoted fields, these views allow designers to provide focused views that sort and
filter the data in a specific way. Custom views can be shared or personal. For example,
in a library that stores expense reports, you can create a summary view that displays
the summary of all expenses. To create a new view for a form library, perform
the following steps:
1. On the form library page, under Actions, click Modify settings and columns.
2. In the View section, click Create a new view.
3. Specify the type of view you want to create: Standard, Datasheet, or
Calendar.
4. On the Create View page (Figure 39-10), under Name, type a name for a new
view.