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:
Setting the required security options
Installing a certificate
Defining the data connections
Publishing the form
Saving the form as an XML file
To set the security options
Start InfoPath and open the form you want to
use.
Click Tools | Design this form.
Click Tools | Security
If “Automatically determine security level…”
is selected, clear its check box.
Click Full Trust, then click Create
Certificate.
Click OK to close the message box, then click
OK to close the Form Options dialog box.
Close and save the changes to the form.
Close InfoPath.
To install a certificate
Start InfoPath and open the form.
At the Security Warning dialog box, click
Details.
Click Install Certificate, then click
Next.
Select Automatically select the certificate store
based on the type of certificate, then click Next.
Click Finish, then click OK to dismiss
the Certificate Imported message box.
Click OK to close the Certificate
dialog box.
At the Security Warning dialog box, select
Always trust files from this publisher…
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.
With the form open and in Design mode, click
Tools | Data Connections, then click Add.
Select Submit data, then click
Next.
Select To a Web service, then click
Next.
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
Click Next.
Enter your logon credentials to authenticate to the
server you specified, and click OK.
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.
Select Entire form, then select the Submit
data as a string check box.
Click Next, click Finish, then close
the Data Connections dialog box.
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
In InfoPath, and with the form open, click Tools |
Design This Form.
Click File | Publish.
From the Publishing Wizard welcome screen,
click Next.
Select To a shared folder on this computer or on a
network and click Next.
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.
Click Next, then click Finish.
Click Close to dismiss the Publishing
Wizard.
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
Start InfoPath and open the form. (You need to be in
form fill-out mode, not design mode.)
Click File | Save As...
Browse to the location where you want to store the
XML form, type a file name, and click Save.