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.

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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
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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.
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="" 

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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?
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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 …
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?

I'm looking to create a drop down list for the date, month and year for someone's date of birth, but have no idea how to do this.

Does anyone know a good link or video they could direct me to?
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I wanted to create an Info Path form that uploads an excel file into a SharePoint Document library.  I want to use Info Path instead of the standard upload form, because the library will also have 2 columns that the user will need to add when they upload the form ( the forms status & group).  These are essential for the sites use and workflow. I feel like this should be possible, but I can't seem to find any information or even a place to start looking.  Most sites refer to saving the actual info path form inside of a SharePoint document Library as a document, which is not what I'm trying to do.  Thanks.
My client does not want to see the arrow, does anyone know how I can remove it?
Can I set up a dropdown list to allow the user to add to list?
I would like to upload an InfoPath form to a Sharepoint and connect  to my clients server.

What is the best way to do this?
I know that I can use InfoPath filler to complete forms offline and submit them later. Can InfoPath filler forms submit data to a SharePoint list? If so, how?
How do I construct an InfoPath field validation rule that ensures the entered text is 9 characters?  It cannot be less and it cannot be more.  I'd like to display some error text that says, "Must be 9 characters".


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.

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