How to Change the InfoPath Form Association in a Process Template?

Applies To

Objective

How can I change the InfoPath Form association in an existing InfoPath Form based process template?.

Summary

AgilePoint Envision allows you to change the InfoPath Form association.

Resolution

AgilePoint Envision provides a very easy way to change the InfoPath Form association of your process template. To change the process template, simply follow these steps:

  1. From AgilePoint Envision open the process template that associated with the previous InfoPath Form
  2. Select File > InfoPath > InfoPath Toolbar, AutoNaming and Others
  3. In the InfoPath Toolbar and Others dialog, click on the Advanced tab
  4. Click on the … button to browse for the new InfoPath Form and click on OK button to accept the change