Microsoft Office InfoPath 2007 includes a variety of form template samples. You can use any one of these sample templates as the basis for a Groove InfoPath Forms tool. You can add your own customization, or use them without making any design or layout changes. You can also create a new form template in InfoPath starting with a blank form, customizing it in InfoPath, and then importing the newly-created template into Microsoft Office Groove 2007.
Preparing InfoPath Templates to Use in Groove
To use any sample or new form template in Groove, you must complete several form template customization tasks.
Create a new InfoPath form template or select a template to customize.
(Optional) Insert and lay out controls, if necessary. In some cases, you might be able to use an existing InfoPath template as is. You can see detailed information on designing form templates in InfoPath in Microsoft InfoPath Help.
Promote fields in the InfoPath form template design so that they can be recognized in the Groove InfoPath Forms tool.
Set Form Submit options to “Submit to hosting environment”.
Set Form Security options to “Restricted”.
Save the InfoPath template as an .xsn file.

Typically, you create and lay out most design objects (forms and the fields that display on forms) in InfoPath. Then, import the solution into the Groove Forms Tool designer. Once imported, you can update the form design in InfoPath and then re-import the form in Groove. Once in Groove, you can add other Groove tool features such as customized views
Open an InfoPath Form in InfoPath Designer
You create form templates in design mode, which is the InfoPath design environment. A form template is a file that uses an .xsn file name extension. The .xsn file defines the data structure, appearance, and behavior of finished forms which are .XML files.
A form template defines several items, including the following:
The controls, labels, and instructional text that appear on the form.
The way that controls behave when users interact with them.
Whether the form has additional views.
How and where the data in a form is stored.
The fonts, colors, and other design elements that are used in the form.
Whether users can customize the form.
After you complete the design of a form template, you make it available to users by publishing it as an .xsn file.
To start working with an InfoPath form in InfoPath Designer:
Open InfoPath.
From the Getting Started screen, select Design a Form Template…
From the InfoPath Design a Form Template screen, select an existing form template or decide to design a new form template.
Additional Recommendations for Configuring the InfoPath 2007 Template
The following are features and functions that are available in InfoPath 2007 templates but are not supported in the Groove InfoPath Forms tool when you import the InfoPath template into Groove 2007.
Secondary user interface features, such as a task pane, menu, menu area, or toolbar integration, are not supported in the Groove InfoPath tool. If an InfoPath forms tool contains these features, a warning message will display when the form is imported.
The InfoPath template must include one or more promoted fields. The Groove InfoPath tool designer only recognizes promoted fields for use in the InfoPath tool design. Additionally, the selected promoted fields must be field types that are supported in the Groove InfoPath Forms tool. For example, the Groove InfoPath tool does not recognize Time fields, even if promoted.
Custom validation settings in InfoPath form fields are not honored in InfoPath form templates imported into Groove. See the Microsoft InfoPath help for more information on adding or removing validation settings.
Select and Promote Fields
As you prepare your InfoPath Forms template, consider which form fields you will want to make available in the Groove InfoPath tool. Select fields to display on forms, to reference in views, and to make available for use in view filters and searches. In making this determination, it is also important that you should consider which field types can be used use in Groove.
To promote fields, do the following in InfoPath 2007:
Open the form template in the designer.
On the Tools menu, select Form Options.
In the Form Options dialog box, click Property Promotion.
Click Add and then select a field to promote.
Repeat until you have selected all fields you want to promote.
Click OK.
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