My first question on stack exchange, and I'm very new to SharePoint, so please be gentle! (But please do let me know if I've not provided enough detail for you to be able to help me).
I would like my end-users to be able to navigate to a document library, click "New", be presented with my InfoPath form to complete, so that when they save it my approval workflow is fired.
But the problem is that when a user clicks "new" to create a new instance of my custom content type, or when the user attempts to open a pre-existing instance of the custom content type, SharePoint appears to be attempting (and failing) to load the InfoPath form from my PC (where the form was designed), rather than from the copy I uploaded to the server. Here's the process I've followed:
I've created a new document library, and then using "Add from existing site content types" I've added a "Form" content type (from the "Document Content Types" group - which I believe is an "out of the box" type - correct me if I'm wrong).
I've removed the other content types that were added by default, leaving just "Form". I click on this type, and update its settings to customise it as required (ie name, description etc).
I'm using Advanced Settings to then specify a custom Info Path form I'd previously created, by using the "Upload a new document template:" option.
(The form is just a basic pro-forma with no clever code or anything like that in it - at least, none that I've added!).
When I create a new instance of this document type within the library, it works fine for me from my PC (where the infopath form was originally designed and uploaded from). I'm also then able to re-open that instance.
But the problem is when I try to create an instance from another PC, InfoPath starts OK but then throws an error. The same happens if I try to re-open that pre-existing instance I created earlier from the other PC. The error suggests that Sharepoint has stored a reference to the location on my PC, rather than the reference to the uploaded copy on the server:
This form cannot be opened because it requires the domain permission level and it currently has restricted permission. To fix this problem, open the form from the location it was published to. Published location: file://D:\users\my_user_name\Desktop\New%Opportunity.xsn Details: Forms that require the domain permission level contain features that access information on a network, such as data connections, linked images, and code.
I've confirmed that a copy of the XSN was uploaded to the document library's Forms folder... it's just not being used, apparently.
I've also tried setting the new content type up at the site level, ie Under Site Settings > Site Content Type Gallery, I've created a Custom Content Type.
Then under Site Content Type > Advanced Settings for this type, I've used then uploaded the XSN to there. (But I have no idea where I need to look to check if this was properly uploaded or not).
And then, I remove from my document library the List type I created earlier, and replace it with the new Site Content Type in its place. But I still get the same behavior.
What am I doing wrong? Your time and help is appreciated!