C
celeste
Is there a way to auto update forms that already have been saved, after I
have made changes to template?
Thank you
have made changes to template?
Thank you
S
Scott L. Heim [MSFT]
Hi,
By default, if you have made changes to your InfoPath template (XSN) file
after creating and saving forms with the prior version, those forms should
automatically update once they are opened and reflect the new template - is
this occurring for you?
Scott L. Heim
Microsoft Developer Support
This posting is provided "AS IS" with no warranties, and confers no rights.
By default, if you have made changes to your InfoPath template (XSN) file
after creating and saving forms with the prior version, those forms should
automatically update once they are opened and reflect the new template - is
this occurring for you?
Scott L. Heim
Microsoft Developer Support
This posting is provided "AS IS" with no warranties, and confers no rights.
C
celeste
Hi Scott,
No, unfortunately. I have 5 forms saved and created and they didn't change
a bit. The change I made to the template was very simple. I enlarged my
text boxes enabling users (and myself) to type in more information.
I'm very new to this....thank you for replying. Any suggestions?
Celeste
No, unfortunately. I have 5 forms saved and created and they didn't change
a bit. The change I made to the template was very simple. I enlarged my
text boxes enabling users (and myself) to type in more information.
I'm very new to this....thank you for replying. Any suggestions?
Celeste
S
Scott L. Heim [MSFT]
Hi Celeste,
Let's make sure that the saved forms are actually "tied" to the template
you are changing:
- Open one of the saved forms (the XML file) using Notepad
- Near the top of the Notepad text look for the entry: HREF - this points
to the template that this particular form is based upon. Is this the
correct template? (In other words, is this the correct path to the template
you modified?)
If you find the HREF path is correct, the next step would be to check if
you have changed the "On Version Upgrade" option:
- Open your modified template (XSN file) in Design View
- From the Tools menu choose Form Options
- Select the Advanced Tab - what do you have for the "On Version Upgrade"
option? Make sure this is set to: Automatically upgrade existing forms"
Let me know if either of these help!
Scott L. Heim
Microsoft Developer Support
This posting is provided "AS IS" with no warranties, and confers no rights.
Let's make sure that the saved forms are actually "tied" to the template
you are changing:
- Open one of the saved forms (the XML file) using Notepad
- Near the top of the Notepad text look for the entry: HREF - this points
to the template that this particular form is based upon. Is this the
correct template? (In other words, is this the correct path to the template
you modified?)
If you find the HREF path is correct, the next step would be to check if
you have changed the "On Version Upgrade" option:
- Open your modified template (XSN file) in Design View
- From the Tools menu choose Form Options
- Select the Advanced Tab - what do you have for the "On Version Upgrade"
option? Make sure this is set to: Automatically upgrade existing forms"
Let me know if either of these help!
Scott L. Heim
Microsoft Developer Support
This posting is provided "AS IS" with no warranties, and confers no rights.
C
celeste
Scott,
I was able to locate the information on note pad.
No, it is not tied to my latest version. What now?
Celeste
I was able to locate the information on note pad.
No, it is not tied to my latest version. What now?
Celeste
S
Scott L. Heim [MSFT]
Hi Celeste,
While in Notepad, you can simply modify the HREF value to the correct
location. However, a couple of points/questions:
- Be sure you have a backup of the XML file!
- Why is the form not pointing to the correct XSN? Are you not modifying
the form you thought? Or did you make a copy of the original XSN and this
is what you are modifying?
- If you made a copy, it may be best to "re-publish" your form to the
correct location but keep in mind you will be overwriting so again, have a
backup.
Scott L. Heim
Microsoft Developer Support
This posting is provided "AS IS" with no warranties, and confers no rights.
While in Notepad, you can simply modify the HREF value to the correct
location. However, a couple of points/questions:
- Be sure you have a backup of the XML file!
- Why is the form not pointing to the correct XSN? Are you not modifying
the form you thought? Or did you make a copy of the original XSN and this
is what you are modifying?
- If you made a copy, it may be best to "re-publish" your form to the
correct location but keep in mind you will be overwriting so again, have a
backup.
Scott L. Heim
Microsoft Developer Support
This posting is provided "AS IS" with no warranties, and confers no rights.
C
celeste
Thank you Scott...I will get to work on it. You have been a great help to a
novice!
novice!
C
Chris_AZ
I have the same issue as Celeste and many others. I followed the steps
outlined by Scott Heim in this post however when I do this:
:
I don't have a choice to Automatically upgrade existing forms. What I see is
"Do Nothing (existing forms might not work properly)" and "Custom Event". I
don't see any other options. I don't have a Custom Event defined. I'm running
InfoPath 2003 SP1. Is there a way to make that "Automatically upgrade
existing forms" option appear in this menu? Thanks!
-Chris
outlined by Scott Heim in this post however when I do this:
:
I don't have a choice to Automatically upgrade existing forms. What I see is
"Do Nothing (existing forms might not work properly)" and "Custom Event". I
don't see any other options. I don't have a Custom Event defined. I'm running
InfoPath 2003 SP1. Is there a way to make that "Automatically upgrade
existing forms" option appear in this menu? Thanks!
-Chris
B
Ben Walters
Bill,
Lets have a look at whats happening
First of all the new version of the template you published originally
couldn't be found this is beacuase each of you 1500 xml forms contains a url
that maps to that template name hence when you changed the name from app0160
to app0162 it couldn't be found anymore. So the fix for this which you have
already discovered is to keep the same file name for new versions of the
template.
The second problem you have is that when you open and old form you need
InfoPath to upgrade the xml structure to match the new form. This is a
pretty easy fix.
1: Open your form template in design mode
2: Click on Tools>Form Options
3: On the advanced tab there should be a drop down detailing what to do when
an older version form is opened. Select "Upgrade existing forms"
4: Click ok then save your changes and re publish you form
Hope this helps
Cheers
Ben
Lets have a look at whats happening
First of all the new version of the template you published originally
couldn't be found this is beacuase each of you 1500 xml forms contains a url
that maps to that template name hence when you changed the name from app0160
to app0162 it couldn't be found anymore. So the fix for this which you have
already discovered is to keep the same file name for new versions of the
template.
The second problem you have is that when you open and old form you need
InfoPath to upgrade the xml structure to match the new form. This is a
pretty easy fix.
1: Open your form template in design mode
2: Click on Tools>Form Options
3: On the advanced tab there should be a drop down detailing what to do when
an older version form is opened. Select "Upgrade existing forms"
4: Click ok then save your changes and re publish you form
Hope this helps
Cheers
Ben
M
Meg
Scott,
I have a similar problem, however I am not sure where the XML file is
located. Where I am saving the Form it has an XSN extention. Can you point
me in the right direction?
thanks,
MEG
I have a similar problem, however I am not sure where the XML file is
located. Where I am saving the Form it has an XSN extention. Can you point
me in the right direction?
thanks,
MEG
P
Phil
I am having a similar issue. I have added a few fields to an existing
InfoPath template on WSS v2 form library. I have ensured the form options
and HREF you outline below are set and pointing correctly and others who fill
out a new form do not see the updated template. Are there other settings
that would block the auto update of InfoPath templates on the client systems?
InfoPath template on WSS v2 form library. I have ensured the form options
and HREF you outline below are set and pointing correctly and others who fill
out a new form do not see the updated template. Are there other settings
that would block the auto update of InfoPath templates on the client systems?
K
KAS
Phil - I am having the same problem right now, did you ever find a solution
to this problem?
Any help you could provide would be greatly appreciated!!
Thanks!
KAS
to this problem?
Any help you could provide would be greatly appreciated!!
Thanks!
KAS
P
Phil
I have not found the problem. However, I have used the following manual
workaround:
Open InfoPath and in the Getting Started window select the form that has
been updated on the server. In the "Form tasks" section of Getting Started
window click "Remove this form." Upon opening the form on the SharePoint
form library it should update and show most recent version.
phil
workaround:
Open InfoPath and in the Getting Started window select the form that has
been updated on the server. In the "Form tasks" section of Getting Started
window click "Remove this form." Upon opening the form on the SharePoint
form library it should update and show most recent version.
phil