I have a problem promoting Infopath Form properties to an Outlook folder. I've posted to another forum and it is possible the cause is Outlook related so it has been suggested I repost here. Text from original post is below and more details can be found by looking at the complete thread. Please reply to this thread.

Original full thread:

http://social.technet.microsoft.com/Forums/en-US/officeappcompat/thread/847e7a23-f6d8-4b9e-afc8-ba5717bf0ec9

Original post:

I've created a couple of forms in Infopath and when the forms are used want to be able to save them in an Outlook folder using some of the properties as column headings but I cannot get it working. As part of the Publish process I identify the Properties I want to promote. Then when Outlook asks me if I want to create an Infopath folder the check box "Promote form properties and display the data as columns in a new view" is always greyed out. Same if I right click on Infopath folder and try to promote the form properties.

Cached Exchange Mode is enabled. I have tried putting the Infopath folder in the ost file, pst file and even tried creating a new local pst file - all with the same result.

Once the Outlook Infopath form folder is set up I can use the Customise Current View to manually add the required properties to the view (it sees them under the Infopath Form fields option) but it does not then pull the property values through from the fields in the form instances in the folder.

I know the forms are ok because I have managed to do this successfully on another computer (both have Outlook 2007 and Infopath 2007 installed on XP SP3 although the Outlook installations will probably not be the same as they belong to different companies).

I've seen several posts across the net reporting this problem but not found any answers. Can anyone here help?

Many thanks

Nigel

Hi,

I want you to perform the following while creating new forms

1.Click an InfoPath Forms folder.

2.Right-click the InfoPath Forms folder in the Folder List, and then click Promote Form Properties on the shortcut menu.

3.Click the InfoPath Forms tab.

4.Click Select Form.

5.In the Choose InfoPath Form dialog box, click the form that you want to associate with the folder, and then click Select form.

6.Verify that the Promote form properties and display the data as columns in a new view check box is selected, and then click OK.

7.Right-click in the folder view, and then click Customize Current View on the shortcut menu.

8.Click Fields.

9.In the Select available fields from box, click InfoPath Form.

10.In the Available fields list, click the field that you want, and then click Add.
 
Note :  To select multiple items, hold down CTRL and select individual items, or hold down SHIFT and select a range of items.

If this does not resolve the issue then i would suggest you to open phone support case with Microsoft by calling customer central on 1-800-936-4900 or you can alternatively open support case by visiting website http://support.microsoft.com/oas

Thanks

The process you describe is exactly the process I have been trying to follow but as explained in the original post at step 6, the Promote form properties and display the data as columns in a new view check box is always greyed out so I cannot select it. I can do steps 7-10 but because step 6 cannot be completed the property values from the items in the folder are not displayed.

Hi Nigel,

Did you or somebody else ever solve this mystery.

I'm pulling my hairs out on this matter. On my private laptop everything is working as it should.

Business laptop > no go.

Kind regards,

martin

Hi Martin,

No I didn't unfortunately. Like you the problem only occurred on a client computer and I am not currently working for that client so no longer have access to that computer. Nobody in their Technical Support could come up with a solution. On my own computer it worked fine.

If you do happen to find a solution I would be grateful if you could let me know.

Regards

Nigel