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What does the InfoPath Process Wizard Do?

The K2 InfoPath Process Wizard allows custom InfoPath form templates to be incorporated in a process that enables users to perform workflow tasks. InfoPath form templates are added using either the InfoPath Integration Process wizard or the InfoPath Client Event wizard, which will display the InfoPath Integration Process wizard if not already configured.

A specific view in an InfoPath form template is chosen for each event, which means that one InfoPath form template that contains multiple views can be used for multiple events. Conversely, multiple InfoPath form templates, each with one or more views, can be used in the process for multiple events. This option is useful when a process contains sensitive data or when security must be tightly controlled.

Why Use the InfoPath Process Wizard

Microsoft InfoPath and the Microsoft Office Forms Server are two very powerful technologies that organizations can take advantage of to deliver rich forms to their end users to facilitate business processes.

With the advent of the Microsoft Office Forms Server, InfoPath forms may now be opened with or without the InfoPath client. The Microsoft Office Forms Server renders InfoPath forms inside a web browser, thus eliminating the need for the InfoPath client for simple forms. The InfoPath client is still required to open InfoPath forms that have complex controls on them.

Although the Microsoft Office Forms Server makes it easier for end users to interact with InfoPath forms, the developer side of the equation remains extremely complicated. Writing all the managed code necessary to pull data from disparate systems and integrate the InfoPath forms with workflows inside SharePoint is a complex process and can take several days to complete, for just one InfoPath form. K2 blackpearl automates the authoring of this code via the wizards to integrate InfoPath forms with SharePoint and the Windows Workflow Foundation. K2 blackpearl lets business analysts and other non-developers create these InfoPath forms and workflow interactions with just a few clicks, instead of needing a developer skill set and spending days writing code. This empowers users and also reduces the time and effort associated with developing and deploying InfoPath forms inside a SharePoint environment.

Information required to make use of this wizard:

• An InfoPath form saved on a Shared Location

Important considerations when making use of the InfoPath Process Wizard

• A shared location is described as the following:

- A network location on a local drive

- A shared network location over a network

- A published SharePoint Site

• The InfoPath form used during the wizard configuration is downloaded from the specified shared location and is stored as a local copy in the project location. The wizard configuration will make use of the local project copy of the InfoPath form and will not perform any actions on the original InfoPath form.
• Any changes made in the InfoPath Process Wizard will be applied to the InfoPath Client Event Wizard.
• All the InfoPath project information is saved under the main Datasource in a _K2 node. It is highly recommended that this folder should not be modified.
• When using Forms Server with InfoPath Forms Cross-domain access for user form templates needs to be enabled. Enabling Cross-domain access
• When using an InfoPath form that is digitally signed, it is important to note that the signature information will be removed when the form is used in the workflow.

 

 

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