Plan for naming form templates (Office Forms Server)


Updated: May 21, 2009

Applies To: Office Forms Server 2007


Topic Last Modified: 2009-05-11

You should establish a naming convention for form templates that avoids confusion about their origin and usage. Of course, you can name form templates any way you like, but it's useful in the long run to follow a logical naming convention. General best practices include:

  • Make sure that form template designers are aware of the naming conventions you establish, and that they understand how to check for duplicate template names before saving a new template. Conversely, as the administrator, you can change template names to conform to naming conventions before uploading them to the system.

  • Establish a naming convention that reflects relevant information about the templates.

  • Avoid using dates in form template names, as date information may be confusing if a form template is upgraded at a later time.

  • Make sure that you distribute form template naming conventions to InfoPath designers and administrators.

  • Keep in mind that form templates may be reused throughout your enterprise, and that developers may use file names to organize form templates.

This topic is included in the following downloadable book for easier reading and printing: