InfoPath Offline with SharePoint 2010 RRS feed

  • Question

  • I would like to utilize SharePoint to make form templates available to my organization. I would like my forms to open in the InfoPath client for users to complete both online and offline. I know with InfoPath 2007, users were able to open a form in the client to be filled out directly from SharePoint. Is it possible to do this with InfoPath 2010 and SharePoint 2010 alone, or do I need SharePoint workspace?

    I am not looking to take my entire SharePoint site offline. I am simply looking for my users to have the ability to fill out the forms offline and submit when a network connection is established.

    Wednesday, August 24, 2011 2:42 PM


  • It depends on how your InfoPath forms will be deployed to the SharePoint server.  Simply said, you have two options here, you can deploy your InfoPath Form Template to a SharePoint List or a SharePoint Form Library.

    If you go with the SharePoint List option, you will need to have both SharePoint Workspace 2010 and InfoPath 2010 Filler installed with your client machines in order to meet your requirements above. Basically, you need to use SharePoint Workspace 2010 to create a Workspace; it will allow you to syn the SharePoint list you created. You can open your list item or create a new one in SharePoint Workspace 2010.  SharePoint Workspace 2010 will automatically open InfoPath 2010 Filler (if you have it installed) for your items in this SharePoint list. Note that you will not be allowed to syn a SharePoint Form Library using InfoPath forms in SharePoint Workspace 2010

    If you go with the SharePoint Form Library option, you only need to have InfoPath Filler 2010 installed.  Remember that when you are creating your InfoPath Form Template, you need to have the submit options configured (via Data->Submit Form -> Submit Options) and have the submit button enabled from the ribbon (File -> Form Options -> Web Browser -> Submit). Then you need to publish that InfoPath Form Template to the portal, After that, you should be able to use InfoPath Filler 2010 to open an InfoPath Form Template you published or an existing InfoPath Form you created previously.  You can save the data locally and you should see a Submit button from the ribbon within your InfoPath Filler 2010. If you don't see the submit button, that is because you have not define your submit options in InfoPath designer yet. This submits button will push the data back to the SharePoint portal.

    You may find the following posts helpful as well.

    • Proposed as answer by Jason Li - Canada Monday, August 29, 2011 3:49 AM
    • Marked as answer by Lily Wu Friday, September 2, 2011 9:27 AM
    Wednesday, August 24, 2011 7:14 PM