Customizing List Form using InfoPath and promoting changes from DEV to other environments

Question

Hello,

I am new to SP. Could someone please tell me how to move List form changes made using Infopath from one environment to another?

I believe we create/edit List Form of a specific list instance. Is it possible to reuse/map (with or without modifications) an infopath template created for one list instance to another?

Thanks in advance.

Answer 1

Hi SamRaja,

If I understand you correctly, you are looking to move a Custom List Template to another server/environment?

You cannot publish the InfoPath List template directly to a new server, but you should be able to backup the Custom List, and restore it on another server.  The problem is that customizing a list template means the GUIDs in the InfoPath template are hardcoded to that list.  Making a backup of that list should retain those GUIDs, so the template can still function on the new server.

From the List:

1. List Settings.
2. Save list as template.
3. => Give it a name, you can choose to include content or not. Click OK.
4. Click on List Template Gallary
5. Find the backup file from the list, click on it to download.
6. Upload the file to your other environmemnt's List Template Gallary.
7. Create new list choosing the newly uploaded template.

Hope this helps!

Please remember to click “Mark as Answer” on the post that helps you, and to click “Unmark as Answer” if a marked post does not actually answer your question. This can be beneficial to other community members reading the thread.

Regards,
Ian Kavanagh
Microsoft Online Community Support

Answer 2

Thanks Ian for your reply.

My question is about creating custom InfoPath List form which can be used as an interface to create/edit/view a list item. Sorry for any confusion.

I believe we create custom infopath list form (e.g. form to display list item when selected) against a List instance.

• Is it possible to associate the same form to another List without creating it again?
• I assume we can save the list instance as a template which includes custom form and then move it to different environment. Is that correct?

Answer 3

Hi SamRaja,

Using SharePoint 2010, you would browse to your Custom List, click on the 'List' tab, then click on 'Customize Form' to open the List template in the InfoPath Designer.

Is it possible to associate the same form to another List without creating it again?

     >> No, InfoPath List templates are bound to the list they were created from.

I assume we can save the list instance as a template which includes custom form and then move it to different environment. Is that correct?

     >> Yes, that is correct.

Please remember to click “Mark as Answer” on the post that helps you, and to click “Unmark as Answer” if a marked post does not actually answer your question. This can be beneficial to other community members reading the thread.

Regards,
Ian Kavanagh
Microsoft Online Community Support