Configuring Microsoft InfoPath forms

As with other web forms, when you use InfoPath forms in Process Manager, users can be assigned Request Information tasks in workflow processes, which will send them an InfoPath form they can fill out and submit. Once they submit the form, the data is passed back to Process Manager and the workflow continues toward completion.

Important: To enable the form to be used in Process Manager, it needs to include a field named ActionInfoId (case sensitive). This field does not need to be visible, but it needs to be present on the form in order to allow Process Manager to interact with the form. The instructions which follow assume you have access to the form and that it includes this required field.

Configuring an InfoPath form includes the following steps, which are described below:

To set the security options
  1. Start InfoPath and open the form you want to use.
  2. Click Tools | Design this form.
  3. Click Tools | Security
  4. If “Automatically determine security level…” is selected, clear its check box.
  5. Click Full Trust, then click Create Certificate.
  6. Click OK to close the message box, then click OK to close the Form Options dialog box.
  7. Close and save the changes to the form.
  8. Close InfoPath.

To install a certificate

  1. Start InfoPath and open the form.
  2. At the Security Warning dialog box, click Details.
  3. Click Install Certificate, then click Next.
  4. Select Automatically select the certificate store based on the type of certificate, then click Next.
  5. Click Finish, then click OK to dismiss the Certificate Imported message box.
  6. Click OK to close the Certificate dialog box.
  7. At the Security Warning dialog box, select Always trust files from this publisher…
  8. Click Open.
To define the data connections

Note: the example below describes the procedure for setting up a form that will be used to submit data via a web service. If you will be using your InfoPath form differently (e.g., to receive data, or to use a different type of data connection), some of the steps may differ from the examples provided below.

  1. With the form open and in Design mode, click Tools | Data Connections, then click Add.
  2. Select Submit data, then click Next.
  3. Select To a Web service, then click Next.
  4. Specify the location of the web service. For this example, you can enter the following path: http://<server name>/LANDesk.Workflow.Servicehost/WebServiceListener.asmx?WSDL
  5. Click Next.
  6. Enter your logon credentials to authenticate to the server you specified, and click OK.
  7. If used to start a new workflow, select ProcessExternalMessage and click Next. If the form will be used within a workflow, select WorkflowCallback with Complete Request Information action.
  8. Select Entire form, then select the Submit data as a string check box.
  9. Click Next, click Finish, then close the Data Connections dialog box.
  10. Close and save the changes to the form.

Now you need to publish the form to a location where it can be accessed by workflow participants. The location can be a network folder or a shared folder on a computer.

To publish the form
  1. In InfoPath, and with the form open, click Tools | Design This Form.
  2. Click File | Publish.
  3. From the Publishing Wizard welcome screen, click Next.
  4. Select To a shared folder on this computer or on a network and click Next.
  5. Browse to and select, or type the path and filename where you want to publish the form. If you type a filename, be sure to use the .XSN extension.
  6. Click Next, then click Finish.
  7. Click Close to dismiss the Publishing Wizard.
  8. Close the InfoPath form designer.

Finally, you need to generate an XML version of the form so it can be used in Process Manager.

To create an XML version of the form

  1. Start InfoPath and open the form. (You need to be in form fill-out mode, not design mode.)
  2. Click File | Save As...
  3. Browse to the location where you want to store the XML form, type a file name, and click Save.
  4. Close InfoPath.

You can now use Process Manager to configure the form to be used in your workflow processes. See"Setting up web forms for InfoPath".