Microsoft InfoPath is a software application for designing, distributing, filling and submitting electronic forms containing structured data. The product features a WYSIWYG form designer in which the various controls (e.g. textbox, radio button, checkbox) are bound to data, represented separately as a hierarchical tree view of folders and data fields. All the data stored in InfoPath forms are stored in an XML format. Secondary data sources can be built into the form or they can be accessed through an external data connection to SharePoint or a Web service.

Share tech news, updates, or what's on your mind.

Sign up to Post

Infopath Forms need to change the form's approval status in bulk (Multiple forms, on Sharepoint 2010 site.
Cloud Class® Course: CompTIA Cloud+
LVL 12
Cloud Class® Course: CompTIA Cloud+

The CompTIA Cloud+ Basic training course will teach you about cloud concepts and models, data storage, networking, and network infrastructure.

Need to pull a user environment variable from the system the form is opened on, specifically username and use it as a value for a field.
It's a stand alone form opened with InfoPath on the local machine, no SharePoint or other solutions involved.

So far all my searches have come up empty.
I'm thinking I may need to add some VB code?

I know InfoPath has a username function however I need to stop using domain level authentication on the form.
And from what I've discovered that only works with domain level authentication
I have a personal MS Access 2010 database that contains a user table (approx 900 people)  that I populate by pulling user data from AD.  It also contains asset data (mainly IT equipment ~ 7500 assets +/-).
I would like to be able to provide users with a form that they can review the assets that are currently assigned to them, or located in their current office / workspace. (Standard office equipment such as dock, monitor, printer & scanners is assigned to the workspace & does not move with users, user usually has a laptop & cell phone assigned to them)

I would like to initiate the review, by an email or other trigger.  The user would view the assets and either confirm or correct the asset ID for each item.  Perhaps by scanning the items asset tag barcode or checking a checkbox on the form by each barcode.  Any user corrections would be accumuilated in a temp table so they could be validated and pushed to the source tables as updates.

I am not sure what the best method is: Infopath form, Outlook Form, etc.
I am looking for suggestions and an outline of the implementation steps.
Thanks for any suggestions.

How to configure Infopath on SP 2016. I used a guide for SP 2013 but it guides me to do the following:

To activate the SharePoint Server Enterprise Site Collection feature, go to Site Setting --> under Site Collection Administration, select Site Collection Feature --> Active SharePoint Server Enterprise Site Collection features  (DONE)
Make sure States Service is started.  Go to Central Administration --> click Application Management --> under Service Application section --> click Manage Service Application  and If you don’t see State Service in the list, go to Central Admin --> click Configuration Wizard --> click Launch the Farm Configuration Wizard--> click Start the Wizard --> Select State Service and click OK
But this SP has not such a thing as Central Administration.
hi all,

I hope someone can help  / show me where to look.
We have a list (let's say a To-Do list for example), and when someone clicks "New" a form pops up and people enter details, hit save and it gets added to the log.
The person who made the form is away at the moment and we want to modify the form. I'm not sure if it was built on InfoPath, Excel (is that possible), etc.

My question is: how can I find where this form resides and edit it? We need to add some more fields but I've looked around the site (even doing a search for .xsn extensions) and googled away but no luck. I've looked in each document and list library but can't find it. There has to be a way? The drop downs in the form I can modify / add things as they're just in the list, but the form itself - I'm at a loss. I hope someone can point me in the right direction.

Thank you in advance.
We've been tasked with a project. The idea is to create some forms, ideally web based, where users can input data that is then stored in our sql server and the form sent on to someone else for approval. (In simple terms).

My idea is to use sql server, SharePoint and InfoPath. Does that seem like a viable solution and does anyone have any prior experience or good material they could share?
I had this question after viewing Extracting text from a lookup field in a SharePoint 2013 workflow.

My issue is that I have three lookups.  They are creating a cascading drop down.  The problem is, to make the Cascading Drop Down work, I have to add the ID of the first list.  So even though the Display on my form does show the Titles the value that is passed is an integer.  Any thoughts on how to capture the text values rather than the underlying ID values?  I am also using an InfoPath form for my form.

-- No responses so I will clarify for simplicity.  
  - Lookup 1 (ID and Title)
  - Lookup 2 (ID, Title, Title from Lookup 1)
  - Lookup 3 (ID, Title and Title from Lookup 2)

This works find for three drop downs on my form.  The issue is when the record is saved, the value (ID Integer) of each lookup is saved rather than the DisplayName.  I'm trying to capture the DisplayName so I can pass it to another list.  I know how to pass the field values, but again, I'm not looking for the ID value, I want to DisplayName value.  I have seen it done with standard forms in SharePoint Designer using Javascript, but I am using Infopath Custom forms. You will see from the image that where EIS Part is the selector.  The field I want to fill is EIS Part A.  Instead of getting the longer text in EIS Part to display in EIS Part A, it shows the ID which is 2. Snipaste_2018-02-13_12-24-41.png
I have 3 custom lists and 1 custom form.
 - Country
 - Country , State
 - State, City

On the custom form I'm having trouble connecting the lists correctly.  I have three DDL fields on the custom form.  
Country - New data source from Country list (Value: Title, Display: Title, no filter)
State - New data source from from State list (Value: Tile, Display: Title, filter where Country DS - Title equals State DS Country)
City - New data source from City list (Value: Title, Display: Title, filter where State DS - Title equals City DS State)

What am I doing wrong here?  I get all three dd's with all the values.  They are not cascading based on the prior choice.
I have some tools created using Infopath forms and SharePoint Designer workflows in SharePoint 2010 which I need to migrate to SharePoint Online. I want to know if my tools will retain the full functionality of both the forms and SharePoint Designer workflows after the migration.
I have a invoice adjustment form in ERP system and I am manually entering data from invoice adjustment form into Excel for tracking purpose.  If invoice adjustment form is adjusted with QTY, price, customer or other data fields, I get another invoice adjustment form and I have to update my excel.  This can happen multiple times (repeats steps).

1) I want to eliminate manual excel entering/updating process (get rid of excel).  
2)  Extract and auto load invoice adjustment form data into SharePoint.

There is no integration between ERP and SharePoint at the moment.  
What would be technical solution?  

What I need to do in order to map all invoice adjustment fields to sharepoint?
How to handle multiple adjustments on same Order (which means QTY is changed or other fields have changes  on the same Invoice form?

I am not a sharepoint developer or a programmer but I have used sharepoint where created pages, auto acknowledgement email, created a form using InfoPath, etc.,
How sharepoint will manage multiple changes on the same order .

Thank you so much.  Please assist.
Introducing Cloud Class® training courses
LVL 12
Introducing Cloud Class® training courses

Tech changes fast. You can learn faster. That’s why we’re bringing professional training courses to Experts Exchange. With a subscription, you can access all the Cloud Class® courses to expand your education, prep for certifications, and get top-notch instructions.

Microsoft will not create a new version of Infopath Forms past office 2013.  Even though sharepoing will continue to allows this it near future office 2013 will not be allowed.  What is the best alternative to using Infopath on Sharepoint 2016/
I need to build a set of 1 or more InfoPath documents based upon some business criteria going against a related list of recipients of the document.

I have it working using the following function.  Part of the process of building the function is to copy a base (template) XML file down from the document library, turn it into a string with one or more parameters that I insert into that string, and then write the string to content object, upload to the library and then the XML file is available and loads in InfoPath within a browser.

The form has a repeating table which if I populate the form with, the function fails after I take that XML file and use it as the template in my function.

Code follows with abbreviated XML variable as it is too long:
	 function createFile(pParam1, pParam2) {
		var clientContext;
		var oWebsite;
		var oList;
		var fileCreateInfo;
		var fileContent;
		var sfileName = "FileNamePrefix_" + pParam1 + "_.xml";
			clientContext = new SP.ClientContext.get_current();
			oWebsite = clientContext.get_web();
			oList = oWebsite.get_lists().getByTitle("RecType SubType");   
			var FoundFile = CheckForDoc(sfileName, false);
			var newTemplate = 
			'\n<?xml version="1.0" encoding="utf-8"?><?mso-infoPathSolution name="urn:schemas-microsoft-com:office:infopath:RecType-Audits:-myXSD-2017-07-01T00-23-25" solutionVersion="" productVersion="" PIVersion="" 

Open in new window

I have 2 forms for 1 workflow. When I run form A, the workflow runs successfully. But when I run form B, the workflow seems to stuck in In-Progress. Please could someone help and tell me why this happens and what I can do for future occurrence? Thanks Augustine
I have an InfoPath form with a repeating table which has a dropdown.  I can add rows and set different values per row dropdown and save and reload the xml document and the rows and values are there.

I need to be able to do three things with the repeating table:
Read the rows and specifically the value of the dropdown
Add rows and set the value of the dropdown
Modify a row and set its value of the dropdown

I need to do all this within a Nintex Workflow.

Please advise.
I have an InfoPath form with a section with repeating tables and it works up to a point.  But some of the columns share the same values when I change them on a row.

Here is the design view:
Here is at runtime:
Please advise/point me to some useful samples/tutorials on this.
I have a "Start Date" column that is a single line of text and displays a value from an InfoPath date control .
In a workflow, I need to compare that value with "now" and if it is greater than or equal to "now" initiate a task.

The Now workflow variable gets it's value at the start of the WF as follows:
Set "CurrentTime" to Current Item:Modified and has the value in the format m/d/yyyy hh:mm A.
The "Start Date" column show the date string as yyyy-mm-dd

As a result of these differences, they never compare equal.

So,  I tried to build a Year variable, a Month variable and a Day variable from the Current Item:Modified column as follows:
  1. Copy from Current Item:Modified, starting at 1 for 4 characters (Output to Variable:CurrentYear)
  2. Copy from Current Item:Modified, starting at 6 for 2 characters (Output to Variable:CurrentMonth)
  3. Copy from Current Item:Modified, starting at 9 for 2 characters (Output to Variable:CurrentDay)
Thinking I can build a string in the format yyyy-mm-dd and then use that for compares.  I don't find a way to build this string nor am I sure if my approach will work.

Any advise on this would be appreciated.
I successfully created a content type to be used for an InfoPath Form Document Library. However when I try to link that content type to the document library, I do not see "Add from existing site content types" link in the library settings. I checked various other places throughout the site and this link is not available in any library settings. Can someone explain?
I have been looking hi and low to auto populate user name and department in InfoPath browser form from several sources available
I tried User Profile Service but since Microsoft made it difficult in 2013 version and I am not an admin on the host I can't use this.
 I also tried User Information list. It worked perfectly in InfoPath preview but came up empty when I published the form.

So I tried to use JQuery and SP services. I captured all info in alarms correctly but cant figure out how actually place it in form controls. I use text boxes for all.
<script src="/sites/MySite/SiteCollectionDocuments/jQuery/jquery-1.8.2.min.js" type="text/javascript"></script><script src="/sites/MySite/SiteCollectionDocuments/jQuery/jquery.SPServices-2014.01.min.js" type="text/javascript">
</script><script type="text/javascript">

$(function() {        
     var thisUsersValues = $().SPServices.SPGetCurrentUser({
      fieldNames: ["Title", "EMail", "Office", "WorkPhone"],
      debug: false



I am developing a questionnaire for internal use and looking at various methods of doing so.

The question will have various free text entries, some date pickers and most importantly 12 Yes / No questions.

I have currently looked at 3 applications for this questionnaire and each seems to have a downfall with the 12 questions.

This application seems ideal as I can set the Yes / No options such that they can be only Yes / No and I can count the number of Yes answers for an automated decision based on the questions. The decision can then determine the Submission route/email. I can use Validation rules to check entries before submission.
Downfall - no longer provided after Office 2013 but I hear that something similar may be available through SharePoint. Our organisation does not use SharePoint.

MS Word
Format of questionnaire is easy to manage with tables.
I can insert Check Box option buttons but they are not related to each other, ie I can insert two check boxes in a table alongside the question, one each for Yes or No answers but the user can check both. The count of the check boxes has to be done manually to make the routing decision. The Word document has to be saved and emailed manually.

MS Excel
Similar issue with option buttons as MS Word. If I insert option buttons on a sheet, they all become related and I can only select one button. I can get round this by putting the pairs of buttons on separate sheets ie one question …
Cloud Class® Course: SQL Server Core 2016
LVL 12
Cloud Class® Course: SQL Server Core 2016

This course will introduce you to SQL Server Core 2016, as well as teach you about SSMS, data tools, installation, server configuration, using Management Studio, and writing and executing queries.

I created an InfoPath 2013 Form and it is located in a SharePoint 2013 Document Library. This is an HR form for employee change request. The idea is to have the employee go to the doc library and select new document, then complete the form, but instead of submitting the form to the same library, which is the way it is setup right now, rather I need to configure this form to submit to a different document library. The other library will be secure, so that an employee cannot view sensitive data. I looked at other knowledge based articles but could not find a solution for particular for this issue, unless I missed something.

The first document library is open to all employees, but the submit to document library is secure, only for HR use. Is it possible to accomplish this type of configuration in either InfoPath or Sharepoint?

FYI - I'm a beginner with InfoPath and SharePoint.
Hello I've got a form that needs to be filled out.  It's an .xsn format, which every time i save it save's to XML.  I can open it on my computer no issue, but when i email to my manager for approval he gets an error.  Stating "To open file, access the following form template is required

Not sure how to get around this rather going to my managers machine downloading form filling out.

I have created a single InfoPath form and I would like to know the best way I can make this accessible on-line for multiple users to complete.

I will also need to import the data from the form into an Access Database.

Can anyone suggest the best option?
We are moving a number of forms we have in Excel documents to our Office365 SharePoint Team site.  We are doing this by adding a Custom List app to our site and then clicking the Design Using InfoPath 2013 button.

Some of our forms have areas where users can specify lists of entries.  In the attached image of an existing form the user can specify one or more Fees and specify the status of relevant document types.   Not shown is the use should be able to provide a list of up to ten document numbers that were used for testing.

Is there a way to have the form allow a user to add and remove entries.  I think what we may need is a Repeating Table.
If there is a form on an external php site with a few fields. I want this submission to go to a list in Sharepoint (2013) with the fields matching up, respectively.

Is there a way to do this with a formatted email? Your thoughts.
In Infopath, I am creating a form using the SharePoint List template. I have chosen the option to have repeating sections.

The form contains the following:-

At the top - a drop down list of site names.
Below this is an 11 x 5 table (each cell containing a text field)

What I need:-
The user should select the site name JUST ONCE.
The user should be able to click on 'Insert item' and this will add another copy of the table BUT NOT another drop down for the site name.

At the moment, when 'Insert Item' is clicked, both the Site Name drop down and the table are duplicated.

How can I achieve this? Is it even possible?


Microsoft InfoPath is a software application for designing, distributing, filling and submitting electronic forms containing structured data. The product features a WYSIWYG form designer in which the various controls (e.g. textbox, radio button, checkbox) are bound to data, represented separately as a hierarchical tree view of folders and data fields. All the data stored in InfoPath forms are stored in an XML format. Secondary data sources can be built into the form or they can be accessed through an external data connection to SharePoint or a Web service.

Top Experts In