InfoPath

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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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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.

Thanks
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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?
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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.
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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.
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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?
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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.
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My client does not want to see the arrow, does anyone know how I can remove it?
InfoPath-arrow.JPG
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Can I set up a dropdown list to allow the user to add to list?
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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?
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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?
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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".
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I need to set a formatting mask for users in an InfoPath 2010 form.  The SharePoint field receiving the data is called SR Number.  It is a single line of text with a maximum of 12 characters.  When the InfoPath form is presented, I need to force the user to enter the information in the SR Number field in this format 9-9999999999.  It must contain 12 characters.  Is there a way to set a formatting mask?
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I am very VERY new to the InfoPath (in fact this is the first task I've been given). We have livestock farms where there is no internet connectivity. Our farm managers need to be able to complete a form using a tablet device and submit the data (which I assume will be stored locally), then when they get back to an area with connectivity, the form will upload to our SharePoint library.

What I have done so far. Create the form template in InfoPath. I have published it to SharePoint and selected the relevant offline settings in Form Options (as per attached screenshot).

When I go to my document library in SharePoint, I can click New->Form and I am presented with the form that I can complete and submit. The completed form shows up in the same document library.

Now how do I get this onto their tablet so that they can complete it offline? (I do have InfoPath Filler installed on the tablet).

Thanks in advance.
infopath-form-options-offline.png
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I have a SharePoint List that has several views.  I also have created a separate SharePoint page to display a couple of the views for clarity and a better end user experience.   When a list item is opened, the DEFAULT view is displayed.  I have created a much simpler form view but the end user has to click a button to switch to the 'simpler view'   OR   they can click the new view from the dropdown menu.  

What I would like to do is have SharePoint determine which form view is opened based on what SharePoint page the list item is opened from.  In other words, if the user is on the MAIN PAGE, the default long form view would open.  However, if the user is opening the item from the  MOBILE PAGE, the 'simple view' would display.    OR . . .
Is it possible to have SharePoint determine the form based on the VIEW that is displayed?  

Is this possible without using code?   It would be nice if I could tell SharePoint what view and what form page to display.  
If code is needed, please advise where it needs to be placed for the action to happen correctly.   I'm pretty good with SharePoint but have done very limited stuff with any html or embedded code.  

Thank you in advance for your help and guidance.
LQ
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I am coming up with several situations in which I would like to create a running total of list entries, filtered by date.  Imagine a list of daily entries, and then imagine that one or more fields would be summed on a month-do-date total.  I would be okay with a separate list that has an entry for each month, then the field in that list just gets updated (mtd-total = mtd-total + daily-qty).  While I know I can create a calculated field for a list, I am unsure how to calculate it based on a field in another list.  Would I first have to create a lookup field, then add to it?  I don't think that a calculation on a lookup field is possible.

I am also looking at InfoPath to build a form to enter the values.  How can I create a rule that when the form is submitted, this MTD summation will occur, into a separate list than the form relates to?

I have a second summation issue.  The same situate as above, but compounded in that each list entry has not just an associated date, but an associated region.  For all entries of a given region, I want the MTD summation for all days of a given month.  I now want to sum the regions into a parallel MTD total, i.e., company wide.

I will also want to grab this summation info (by region company wide) and display on a dashboard or Power BI.

Not asking too much, eh?
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I need to write rules in Infopath 2010 to set due date to today +3 business days. Can you help? Thanks.
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Our organization currently relies heavily on infopath and it appears from searching the web MS has no intention of replacing this tool with something else. We are trying to get a feel for what may be a good replacement forms package for sharepoint 2013. Can any expert out there share your thoughts as to what may be a good substitute going forward?
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Hi,

I have a list of links to Sharepoint 2010 lists. I need to check if certain column values were changed. Can I automate it somehow using InfoPath 2010 or something else? Cant use power shell ((. Have to do it manually.

Thanks in advance.
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Does anyone know the best way for me to get a signature from an external agent completing a web browser form?
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I have created a form in InfoPath 2013, does anyone know how I can save it into a lower version 2010?
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Hi experts,
I'm looking to build an approval workflow that can help with our wire transfer process. Not sure if Sharepoint (our firm's on Office 365 Sharepoint online) can do this relatively easily, but here's what I'm looking for:

1. Accounts payable admin enters the details of the payment - Amount, Vendor, Wire details, etc.
2. Accounts payable admin chooses the approvers (with order of approvals, preferably)
3. Email's automatically sent to the approvers right away and they choose yay or nay
4. if it's approved, here's where it gets better... I need to somehow have Sharepoint generate a csv or xlsx (using the info entered in step #1) in a specific format so that accounts payable admin can upload it to the bank to initiate the transfer.

I have a good grasp of C# and SQL if these skills are useful for developing Sharepoint to do this.

If you know of a solid alternative system to tackle these needs, I'm all ears as well.

Thanks in advance
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I need to create a calculated field on sharepoint 2010 that also uses 2 criteria in it's formula. I need to find the Max Date of a list of items where the Code is the same and the Year is the same.

The first 3 rows below would be grouped and the max date of 2/5/2017 would be returned in the calculated field and the last 2 rows would be grouped and the max date of 9/1/2017 would be returned.
Code           Year           Date
AIS             2016           1/20/2016          
AIS             2016           12/15/2016
AIS             2016           2/5/2017
AIS             2017           7/5/2017
AIS             2017           9/1/2017

I'm also using InfoPath so perhaps a repeating table could be leveraged? I don't know how though.

Does anyone know how this could be done?

Thanks!
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SharePoint 2013

Is there a way to migrate an infoPath form and SharePoint designer workflow from a test site to a production site?
What methods do you do besides recreating everything again in production?

I don't have access to the server.
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I have an InfoPath 2010 form and within it I am trying to create a dynamic link.
I have tried a few ways including adding a hyperlink field and attempting to call a field called "filename" into the code but it keeps leading to a blank page.
The other approach was to try and add the "filename"to the end of a URL but I don't know how to call the "filename" value  like the proverbial ID value  in InfoPath as you would in SharePoint Designer.
How do I grab the "field name" value and add it to the URL? So That I can make it dynamic using the field name as the parameter?
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I have an InfoPath form that is capturing data from the form to the SharePoint list, however one of the fields is not being capture and I know we have content in this field, the only difference with this field is that it is a repeating field, any ideas why I am not getting this fields to write to the list?

Thank you in advance,
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InfoPath

1K

Solutions

1

Articles & Videos

1K

Contributors

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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