SharePoint 2007: The Definitive Guide

Property Promotion and Property Demotion

Sometimes it is useful to view a data source field in InfoPath forms as a column in a SharePoint form library. This gives the user a quick view of certain properties of the specific form. Property Promotion involves promoting a field in the InfoPath form to appear as a column in the form library. Property Demotion, on the other hand, changes a promoted property so it can be edited in the Form Library Datasheet view or the property pages.

Configuring Property Promotion

Property promotion can be configured in two different ways: using the Tools menu or using the publishing wizard. There is really no difference between using the Tools menu or the publishing wizard with regard to outcome. To configure Property Promotion using the Tools menu, follow these steps:

1. Click Form Tools → Form Options.

2. Select Property Promotion.

3. Choose the fields that need to be promoted as columns in the Form Library, as shown in Figure 20-12.

   

   Figure 20-12. Property Promotion in InfoPath 2007

4. Repeat this process for all the fields that need to be promoted.

Tip

Not all fields can be promoted as columns in the Form Library. In particular, certain fields that have recurring data cannot be promoted as columns in a SharePoint form library.

When the form is published to a SharePoint form library, the promoted columns will appear as columns in the form library. When a form is filled, the ...