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InfoPath with SharePoint 2010 : Document Information Panel Content Type - Modify the DIP

9/20/2013 7:53:14 PM
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Scenario/Problem:You want to modify the system-generated DIP.

The first step in modifying a DIP is using the form template to create a new form to modify the DIP. To modify the DIP of a document library, follow these steps:

1.
From the File, New page, select the Document Information Panel template, as shown in Figure 1, to import an existing DIP for modification.

Figure 1. Selecting the Document Information Panel template allows you to import an existing DIP for modification.

2.
Click the Design Form button. The Data Source Wizard appears.

3.
Enter the address of the document library for which you want to modify the DIP, as shown in Figure 2. Click Next.



Figure 2. Entering the document library address determines which DIP to modify.

4.
Select the content type in the library, as shown in Figure 3, to modify the DIP of that document type. Click Next.

Figure 3. Selecting the content type modifies the DIP of that document type.

5.
Click Finish. The system-generated DIP for the document library content type you selected is loaded into the designer, as shown in Figure 4.

Figure 4. Clicking Finish loads the DIP into the designer.

6.
Modify the DIP inside the designer as needed.

7.
Click File, Info, and then click the Quick Publish button to publish your changes to the document library. You need to save a local copy of the form before InfoPath allows you to publish the form.

Publishing the new template updates the document content type in the document library.

Tip

Add data connections to your DIP to populate drop-downs with dynamic data.


Adding a new document through the associated Office application renders your updated template as the document information panel.

 
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