How to Convert an InfoPath 2007 Form to InfoPath 2010?

Question

Hello folks

We are currently in the process of upgrading our SharePoint platform from 2007 to 2010. As part of that process, we will be migrating our InfoPath 2007 forms to 2010. In order to be prepared for the migration, we would like to convert all the 2007 forms to 2010 to make sure they are compatible. However, after looking for hours, I can't seem to find anything on the topic. I distinctly remember in the past that I was able to perform such a conversion from an InfoPath 2003 form to InfoPath 2007. When I performed that conversion, I remember it displaying the different controls that needed to be "upgraded" or modified in order to function properly within the form. Once the controls were fixed, I was able to use the form again.

I know there is currently a way to convert the data connections to the latest version by navigating to Data -> Data Connection -> Convert to Latest Version. Therefore, I would assume there was a similar method for upgrading an entire form. I checked in Form Options -> Compatibility -> Form type and saw where I could select the "type" of form but it didn't seem to change anything. Therefore, my question to anyone out there is, how can you convert an InfoPath form created in a previous version of InfoPath to the latest software installed on your PC such as InfoPath 2010?

Answer 1

Hi,

I understand that you want to convert InfoPath 2007 form to InfoPath 2010.You can follow these step:

1. Open the form template in InfoPath designer.
2. Click File>Info>Advanced Form options. Under the Compatibility settings, choose Web browser form.
3. Convert the data connections to the lasted version.
4. Change the Contact selector and add a people picker control instead.
5. Then publish the form back the library in SharePoint.
6. On the library settings page, click  Relink documents to this library. Then under the Document ribbion, click Relink all button.
7. In this way, the existing forms will use the new template.

Thanks,

Entan Ming

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Entan Ming
TechNet Community Support

Answer 2

Thank you very much for the detailed response Entan. However, we currently do not use browser-enabled forms and instead develop the forms to be opened in the client. Therefore, would your instructions still apply except for the fact that we would instead choose InfoPath Filler Form if opening the 2007 form in InfoPath 2010 in the Compatibility settings? If the steps are different, how is it possible to convert an InfoPath 2007 Filler Form to InfoPath 2010? Thanks again for your help.

Answer 3

Hi,

You can also open the InfoPath 2007 filler form in InfoPath 2010 and them change the compatibility to InfoPath Filler Form(always make a copy of the form template before editing).

For the existing forms, they would use the 2007 template. If you want them to use the new template, you need to open the form in notepad and change the href to point to the manifext.xsf file of the new form template.

Thanks,

Entan Ming

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Entan Ming
TechNet Community Support

Answer 4

Hi, thank you for the steps to migrate to 2010 version, now, how do I

1. Convert the data connections to the lasted version.

Thank you