Sunday, March 25, 2012

SharePoint 2010 State Machine Workflows with Custom Task Forms (InfoPath) using Visual Studio 2010 (Part 1)

How to create Infopath Form for Direct Manager Approve

Open Infopath Form Designer
 File | New | Blank Form | Design Form

Design UI as follows:

Right click field1 | Text Box Properties…| change Field name is Status

Right click field2 | Text Box Properties…

Change Field name is Comment

Right click to button | Button Properties…

Change label: Submit

UI after is changed as follows

Click to button Submit | On ribbon choose Add Rule | When this button is clicked | Submit data

At rule Details Box | Add

At Data Connection Wizard Choose | Create a new connection to: | Submit data then click Next

Choose radio “To the hosting environment , …” then click Next

Click Finish

Click OK

Rename for this rule is Submit Rule

Continue, click to button Submit | On ribbon | Add Rule | When this button  is clicked | Close Form (Image 10)

Click OK

Rename for this rule is Close Rule

File | click to Form Options

At Category | Security and Trust | uncheck Automatically determine … | choose Domain (…)
Remember check to “Sign this form template” and click Create Certificate …  if have not any certificate
File | Publish | Network Location

Save this template

Continue , click Browse… to publish this template

Save this publish template

Click Next 

Clear all text in textbox then click next (Image 20)

Click OK when Warning

Click Publish

Click Close

File | Form Template Properties

Copy ID of Form as follows:

Save this ID to notePad


  1. How do we associate the IP form to visual studio? Part 2 also explains the same steps..

  2. Hi you,
    How do we associate the IP form to visual studio: please look at part 3 and part 4
    Part 2 also explains the same steps..: same but have two different form

    Thanks for reply

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