How to create a new Form from Template in a Form Library, programmatically.

by Daniel Halan 31. July 2007 03:38

Creating new files in a Document Library is a pretty simple task as copying the template located in the "Forms" folder. But creating a new Form is a bit harder as the template is a binary file, and what we want is a new Xml file.

The template file (with extension XSN) created by InfoPath is actually a CAB archive, that contains your form logic compiled, schemas and your xml template. So what you have to do is extract the CAB file, and copy the "template.xml" file to your Form Library. You can find a CAB extractor at The Code Project.

Here is a example of a method to get the template Xml:

private byte[] GetXmlForm(SPDocumentLibrary list) {
  byte[] data = null;
  SPFile file = list.ParentWeb.GetFile(list.DocumentTemplateUrl);
  Extract cab = new Extract();
  string szFolder = string.Concat(System.IO.Path.GetTempPath(), list.Title, "\\");

  if( !Directory.Exists(szFolder) )
    Directory.CreateDirectory(szFolder);

  cab.ExtractStream(file.OpenBinaryStream(), szFolder);
  FileStream fs = new FileStream(szFolder + "template.xml", FileMode.Open);
  try {
    data = new byte[fs.Length];
    fs.Read(data, 0, data.Length);
  } finally {
    fs.Close();
  }
  return data;
}


There is one more thing that has to be done before saving the template, which is to add a hyperlink to your InfoPath Template. The href should be added in the processing instruction tag "mso-infoPathSolution" ie.
<?mso-infoPathSolution href="http://server/site/library/Forms/myTemplate.xsn" ?>

Here is a snippet on how to do it:

frm.SetTemplateUrl("http://Server/Site/{0}"+list.DocumentTemplateUrl);

public
void SetTemplateUrl(string url) {
  foreach(XmlNode n in m_Doc.ChildNodes) {
    if(n.Name == "mso-infoPathSolution") {
      string szHref = string.Format("href=\"{0}\"", url);
      Regex r = new Regex("href=\".*\"");
      if(r.IsMatch(n.Value))
        n.Value = r.Replace(n.Value, szHref);
      else n.Value = string.Concat(n.Value,szHref,' ');
    }
  }
}


 

InfoPath Forms for Workflows, How to Register Forms in SharePoint 2007

by Daniel Halan 17. July 2007 19:28

Microsoft has published a very good Walkthrough on how to create a Workflow for SharePoint 2007 and using InfoPath Forms for custom user interaction.

But they where a bit vague on explaining the configuration surrounding the InfoPath Forms, as they left out how to register the Form in SharePoint. Here are some clarifications.

- The InfoPath Form Template ID that are used in workflow.xml/Elements/MetaData/*_FormURN elements are found in InfoPath, 
File > Properties. The "Properties" menu item exists only when opening InfoPath in Design-mode, todo that right click on the xsn file and select "Design" in the context menu.

- Before installing your feature it's always good to verify that the published form will work correctly in your SharePoint instance using the StsAdm tool:
"stsadm -o verifyformtemplate -filename MyFeature\MyForm.xsn"
If you have created your Workflow project from the Visual Studio 2005 "SharePoint Server Seq. Workflow" project there is an installation .bat file created called PostBuildActions.bat which contains this line, but it's commented. You just need to uncomment it and change the path to your form.

- When installing the feature you should put the Template Form(s) inside your feature folder. (...\web server extensions\12\TEMPLATE\FEATURES\MyFeature\)

- You need to register your InfoPath Forms in SharePoint, which is done thru the feature.xml, by putting a Property element with the "RegisterForms" directive, and the relative path to the form(s) from your feature folder. This example registers all forms in the feature root folder.

<Feature Id="54178F4E-80E6-4c26-835C-2533060FFD74" .... >
 
<Properties>
   
<Property Key="RegisterForms" Value="*.xsn" />
  </
Properties>
</
Feature>

References:
Walkthrough: Creating Office SharePoint Server 2007 Workflows in Visual Studio 2005
MSDN Articles: InfoPath Forms for Workflows

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About the author

Daniel Halan Daniel Halan, M.Sc., Microsoft Windows Azure Advisor Software Architect and Lead Developer from Sweden, currently in Bangkok.

Working primary with Microsoft .NET, Windows Azure, DDD, CQRS and some Dynamics CRM  Read more...

The content of this site are my own personal opinions and do not represent my employer's view in anyway.

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