Marked as answer by star. Saturday, December 21, AM. Hi, Please try to set the security level of your form to restrict rather than domain. To set the security level for a form template, do the following: On the Tools menu, click Form Options.
Under Category, click Security and Trust. Under Security Level, clear the automatically determine security level recommended check box. Tuesday, December 17, AM. Hi, I cant find this option in infopath Can you please give me the steps for infopath Wednesday, December 18, AM. Wednesday, December 18, PM. You should only allow the connection if you trust the source. The following is a list of best practices for using data sources when designing and deploying forms:. Use approved data sources To help ensure that the form template designers in your organization use only approved data sources, use a data connection library, which is a central location to store and share data connections.
By creating a collection of approved data connections and limiting permission to the library where they are saved, you can help protect the security of the data sources that are used in your organization.
Be cautious when using direct database connections If the form template designers in your organization are unable to use an approved data source from a data connection library, they may decide to connect a form template directly to a data source.
In such cases, make sure that only trusted users can access the forms based on that form template. A form template with a direct connection to a database may provide an untrustworthy user with a way to access proprietary information. A form designer can deploy a form template as a Document Information Panel. A Document Information Panel is an InfoPath form that is hosted inside a Microsoft Word, Microsoft PowerPoint, or Microsoft Excel document, providing a single location for users to add or change metadata about the document.
When hosted in a Word document, a Document Information Panel also supports the ability to edit data from the document itself. Although the same security considerations apply to using a Document Information Panel as to using a form template — a Document Information Panel can run under the Full Trust, Domain, or Restricted trust setting depending on the features that a form designer adds to it — there are also some unique items to consider. If you reference an external resource in a Document Information Panel, you should make sure that users will have permission to that resource when they open the document.
Even though users have permission to open the Word document, they will receive an error if they do not have permission to the Web service that is used in the Document Information Panel. The following list describes some additional considerations for using Document Information Panels:.
Deploying a Document Information Panel to an intranet If you deploy a Document Information Panel to a location on your company's intranet, but the document associated with the Document Information Panel is located on an extranet, your internal users can use the Document Information Panel, but external users cannot. Using cross-domain data connections in Document Information Panels You cannot use cross-domain data connections in a Document Information Panel unless the form template for the Document Information Panel is set to the Full Trust security level or the associated form template is located on a domain that is included in the Trusted sites zone in Windows Internet Explorer.
When a Document Information Panel is created, you can specify a custom XML schema and use that schema to create the content for the panel, but the resulting Document Information Panel cannot be granted partial trust. Document information panels in the Local Machine Zone In Windows Internet Explorer, security zones and levels enable you to specify whether a Web site can access the files and settings on your computer and how much access those sites can have.
Trust levels for e-mail form templates To send safely in an e-mail message, form templates need to be set to the Restricted trust setting.
Form templates that are sent in a message work only with data contained in the form template, as opposed to external data sources, and cannot contain script or managed code. Avoid sending personally identifiable information in an e-mail message You can add rules to a form template that allow a user to send form data to multiple locations when a command button is pressed in the associated form.
Additionally, if a form template is signed, you get the added benefit of the automatic update functionality. The following example shows how an updated, signed form template requesting either Domain or Restricted access can overwrite an older copy:. Save the form back to the website that is running SharePoint Foundation and relink the form by using the Relink documents to this Library option in the Form Library Settings page.
A signed form template that requests full trust access but for which the signature cannot be authenticated will not open. Signature verification can fail for any of the following reasons:. The signature on the form template is corrupted an indication that the form template was altered after it was signed.
If a signed form template requests Domain or Restricted access, InfoPath will not check or verify the signature except to determine whether the template can be updated automatically. When a user attempts to open a form, and the form is matched against a form template by its Form ID, InfoPath will display an error message if the form template has a Domain trust level and the domain does not match the href attribute of the form.
This prevents forms from being opened that were not explicitly created by using the form template. InfoPath does not allow form templates with the same Form ID to coexist.
Four additional registry keys help system administrators give users the option of whether to allow the XML file to open against a form template. This model also lets administrators set the open behavior they want for forms.
The following table describes the default settings for the registry keys. If these registry keys are absent, the default value specified in the table will be enforced. The Name values correspond to the Internet Explorer domain settings. These values determine the form open behavior in these security zones, either blocking or allowing the opening of the form, or giving the user the option to open the form.
InfoPath will not allow the XML file to open when the form is running in the specified security zone and does not match the template domain. InfoPath will prompt the user to open the XML file against the form template when the form is running in the specified security zone and does not match the template domain. InfoPath will allow the XML file to open when the form is running in the specified security zone and does not match the template domain.
If a form is opened against a form template running at the Domain security level, and the security domain of the template's "cached from" location that is, where the form is cached from and the form's href attribute do not match, InfoPath will check the registry to define the form open behavior. Allowed behavior will be based on the security zone in which the template is located the CachedFromLocation value. For example, when a form matches a form template based on Form ID but not on Access Path, and the form template is cached from an Internet location, InfoPath will show an error dialog with a Help button.
InfoPath forms will not open when the domain is an Internet Explorer Restricted domain; therefore, there is no registry key for Internet Explorer Restricted Sites. Skip to main content. This browser is no longer supported.
Download Microsoft Edge More info. Contents Exit focus mode. Please rate your experience Yes No. Answered by:. Archived Forums. Sign in to vote. Friday, December 13, AM. Hi mry, I could reproduce on my SharePoint on-premise based on your another post. Marked as answer by star. Saturday, December 21, AM. Hi, Please try to set the security level of your form to restrict rather than domain.
To set the security level for a form template, do the following: On the Tools menu, click Form Options. Under Category, click Security and Trust.
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