Convert Infopath Form To Pdf Programmatically Login
InfoPath 2013 InfoPath 2010 InfoPath 2007 This article is for form template designers who want a high-level understanding of the form design process in Microsoft Office InfoPath. It outlines the different phases of creating and deploying a form template, and provides links to more information about key tasks. While you can experiment and work the way that suits you best, following this recommended design process may help save you time and effort in the long run.
A low tech way to convert an Infopath file to pdf is to copy & paste the form into MS Word, 'save as' html then use Adobe Acrobat to convert the new file to a pdf. Most of the fields function properly and save properly.
In this article Phase 1: Plan How much time you spend planning depends on the complexity of your form template, your role in your organization, and on the processes and requirements in your organization. Spore force save mod. If your form template will only be used by members of your immediate team, the planning phase may be very informal. If your form template is more complex, the planning phase will likely be a more formal and involved process, and you may need to consult with many stakeholders. For example, if your form template will be one part of a larger, company-wide business system, such as an expense reporting or enterprise resource planning system, then you probably need to create formal planning documents, such as functional specifications. In either case, before you start designing your form template, you should consider the following: • User goals What do your users need to accomplish with your form template?
What scenarios do you need to support? How will you measure success in meeting your users' goals? • Compatibility considerations Does your form template need to be accessible to users outside your organization, either now or in the future? For example, do you want your form template to be available on your organization's external Web site for customers who do not have InfoPath installed on their computers? If so, you can design a browser-compatible form template instead of a standard, InfoPath-only form template. Do some users in your organization need to be able to fill out your form in InfoPath 2003?
If so, you may want to design a backward-compatible form template. Do you want users to be able to fill out forms while they are away from the office or otherwise offline? If so, you can add features to your form template that will enable it to function effectively in offline mode. • Existing user forms Do you currently use Microsoft Office Word documents or Microsoft Office Excel workbooks to collect data from users? If so, you can easily convert those files into InfoPath form templates.
Do you have existing InfoPath 2003 form templates? If so, do you want those form templates to be backward-compatible or do you want to upgrade them to Office InfoPath 2007 format?
• Integration requirements What other products or technologies will your form template work with? For example, you might need to store the data in your form template in a Microsoft SQL Server database, or you might decide to base the design of your form template on a Web service so that you can submit data to a database that isn't directly supported by InfoPath.
• User interface requirements Do you need to adhere to corporate branding guidelines? What do you want your form template to look like? What type of controls will you use and how will you organize them? • Process requirements Will your form template be part of a larger business process, such as the process of approving an expense report? If so, what kind of views do you need, and how will you implement the rules that govern how the data moves through the organization and is processed by different people and business systems? Will you take advantage of workflow features in other programs, such as Microsoft Office SharePoint Server 2007?