Microsoft is always keen to bring new solutions to bring quality management. The InfoPath SharePoint is a popular software for the industrial environment. The SharePoint server is a collection of efficient, helpful, and great features for the business.
InfoPath forms services is a server technology that makes it possible to help people to fill forms in the web browser. The main aim is to streamline the business processes to enhance relationships with customers, suppliers, and partners.
What is InfoPath?
Microsoft launched it around the 2000s to create user-designed templates without coding. The form builders can use InfoPath to design, distribute forms, and direct them to a place for storing data after it is completed.
The forms are published on the organization’s internet for inside or outside access. It gives them the freedom to use functionalities like expense reports, timesheets, approvals, inventory management, uploading files, or gathering information.
A professional user will include business rules and logic to validate the data in the forms. The Microsoft forms SharePoint list can be used to pull data from multiple resources before displaying the actual data. Different users can view a form in various methods depending on their level of access. Moreover, users can design the forms to be accessed through mobile devices and browsers.
How to create a template for SharePoint InfoPath?
To display information and forms in a sorted format that affects business logic. Before you move ahead, get a clear idea about what functionality does InfoPath offers? Let us look at the basic functionality to build a template:
1. Make a Plan
When you create an InfoPath template, the first thing to do is plan the form’s design. Some solutions you need to find are:
- How is it used?
- What data is displayed?
- What is the look of paper?
- What type of data is collected?
- What style of tables should be included?
- Are there any permissions to access information?
- Will the SharePoint form be single or multiple pages?
2. Choose a template type
Under the File tab in Designer, you have various categories. Some are Popular form templates, InfoPath 2007 form templates, template parts, and Advanced form templates.
3. Select a layout
Each template has a default layout. Also, the creator has the freedom to customize the position of elements on the screen.
4. Add Data Connections
This will determine the destination where data is stored and displayed comes from when the form is viewed.
5. Insert fields and controls
Fields are the places where data is kept. At the same time, controls are where the user inputs the data by typing or selecting displayed items.
6. Add views if required
Views will represent the versions of the form to the users based on their control factors.
7. Add rules and business logic
Rules are messages that set a value in a field, collect data, open another form, or change views. Also, conditions include calculations, field status, the value entered, user roles, and more.
8. Publish the template
Using the SharePoint InfoPath, you get a publishing wizard to publish a form. Some forms may face compatibility issues while converting into the web form. InfoPath provides notifications in such scenarios to keep you informed for your safety.
How to improve the performance of InfoPath forms?
There are multiple methods to enhance the user experience while designing a template or form. Some performance improvement tips are:
- Make the form as simple as possible to perform the required function. Avoid nested tables or repeating elements. Keep a flat structure that saves faster and takes minimal time to load.
- Ensure to know about the data that is retrieved while opening a form. Understand that more data retrieval means more time to load.
- It is better to have multiple form views instead of a single view that contains all the business logic. Various form views mean conditional formatting and business logic.
- Add filters into the data to ensure users do not have to deal with unwanted information
- Avoid using custom code if there is the availability of rules for the required function
- Store large files rather than in the SharePoint environment to keep its ease of access
- Design from the perspective of users to ensure the fields flow in a logical order and are easier to read
- If you have available user data, then load the information when the form is accessed.
- More people are accessing forms through mobile devices, so ensure you make it easier for them to access the InfoPath forms.
Why an InfoPath Replacement is a Wise Investment?
There is the various role of forms in the Microsoft SharePoint solutions. They play a significant role in the management of business processes. Some examples using the InfoPath forms are:
- Form-Driven Applications: This collects information and adds in other SharePoint functionalities to process and reports. The data includes workflows, custom web pages, external lists, and reporting.
- Document workflow: The application automates document-based business processes. Adding the InfoPath forms in the workflow helps gather information from the users and interact with the tasks.
- Business Data Application: With the data in an external system available in the SharePoint server through its business connectivity services. Data is accessible through external lists and can be inserted, viewed, deleted, and updated.
What are the alternatives of InfoPath for SharePoint forms?
- Nintex Forms: This helps users quickly create and publish forms for mobile and web with the drag-and-drop design. The forms are built using SharePoint, which does not require any additional client application.
- Custom .NET SharePoint forms: They help in the creation process. All you require is the technical knowledge of creating a layout in Visual Studio. It has fewer restrictions, which means ease of building forms with different technologies.
- Survey in Excel: They are known as SharePoint Forms on Spreadsheets and store data in the plain Excel worksheet. Users can create them in OneDrive and OneDrive for Business will simple procedures.
- Online Apps Forms: These access apps are databases that use a standard web browser. The information is stored in an SQL server, which means data is shared with the organization using Office 365 or SharePoint On-Premises.
Make the right choice!
The requirement of InfoPath SharePoint forms is a perfect method to provide a user-friendly environment through forms. It has all the features and functionalities to work with data sources.