Open InfoPath form on editing in certain view

Question

I have form library customized with InfoPath form. When I am creating new item a form is opened in default view and I can fill some InfoPath fields. That's OK.

The problem appears when I want to edit item by clicking on Name (link to edit item with edit menu) field - InfoPath form is opened in this same view (default view) in which new items are created. I want to open by default different view when I want to edit items. I am looking for options similar to these in custom lists, where configuring views depending on situation (new, edit, display) is very easy. And it's important for me to get access to this edit view by clicking item Name (link to edit item with edit menu) field.

Do you know how can I solve my problem?

Answer 1

To change the default view for Infopath form do the following:

• Open your list.
• Click on your Item name field to edit your item.
• The InfoPath Edit form should be shown > now go to Edit Page.
• Edit the InfoPath form Web Part as shown below.

• At view section, select your default view.

Note: whatever which way you are using to edit your item you should be aware of you have 3 options to edit your item.

1. By clicking item Name that linked to editing item with edit menu.
   • It requires an independent edit by following the above-mentioned steps to change its InfoPath default view.
2. Select an item and from the above ribbon click on Edit Item.
3. From the Linked menu click on eclipse ... and select Edit item.
   • The second and third options require again to follow the above-mentioned steps to change its InfoPath default view.

So you need to follow the above steps 2 times. one for the first option (click on field name) and one for the second and third option.

[Update]

Based on your image, you will need to set the default view via InfoPath as the following

• Open your InfoPath form using InfoPath Designer.
• At page design > select your view that you need to set it as default as shown below.

• Click on properties and check set as a default view.

• Publish & check the result :)