Microsoft InfoPath

Not to be confused with Office Forms.
Microsoft InfoPath

Screenshot of Microsoft InfoPath 2013 running on Windows 7
Developer(s) Microsoft
Last release
2013 (15.0.4733.1000) / September 1, 2015 (2015-09-01)
Development status Discontinued[1]
Operating system Windows 7 and later
Type Collaborative software
License Trialware
Website http://www.microsoft.com/en-us/download/details.aspx?id=48734

Microsoft InfoPath is a software application for designing, distributing, filling and submitting electronic forms containing structured data. Microsoft initially released InfoPath as part of Microsoft Office 2003 family. 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.

On January 31, 2014, Microsoft announced that InfoPath was discontinued and will be replaced by a more cross-platform solution currently under development. The client application is supported until April 2023.[1] In an undated 'Editor's Note' later added to the top of that announcement, Microsoft specified that "InfoPath Forms Services will be included in the next on-premises release of SharePoint Server 2016, as well as being fully supported in Office 365 until further notice."

InfoPath 2013 became available for the first time as a freestanding download on September 1, 2015, when Microsoft made it available in its Download Center. However, unlike previous versions of InfoPath, the standalone version of InfoPath 2013 requires an active ProPlus subscription to Office 365.[2] This updated version of InfoPath 2013 (15.0.4733.1000) is designed to work alongside Office 2016, which does not include InfoPath.

Features

In order to use InfoPath to fill in a form, a designer must develop an InfoPath template first. According to Jean Paoli, one of its developers, a key architectural design decision was "to adhere to the XML paradigm of separating the data in a document from the formatting."[3] A patent filed in 2000 by Adriana Neagu and Jean Paoli describes the technology as "authoring XML using DHTML views and XSLT."[4]

All the data stored in InfoPath forms are stored in an XML format, which is referred to as the "data source". The form template must have one primary data source for submitting data and can have multiple secondary data sources for retrieving data into the form. 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.

InfoPath provides several controls (e.g. textbox, radio Button, checkbox) to present data in the data source to end-users. For data tables and secondary data sources, "Repeating Table" and other repeating controls are introduced. Template parts and ActiveX controls can also be added as custom controls in the designer.

For each of these controls, actions (called "rules") can be bound in. Rules come in three types: formatting rules such as hiding or coloring a control, validation rules (e.g. allow only a nine-digit number), and action rules such as setting a field's value based on other fields. Rules can be triggered either by a user action such as clicking a button or by the evaluation of various conditions such as field values. For example, a conditional rule could be: "Set field 'Total' to 100 when field 'field1' is not blank".

Paradigm

Usage

InfoPath is used to create forms to capture information and save the contents as a file on a PC or on a web server when hosted on SharePoint. InfoPath can be used to access and display data from divergent sources (web services, XML, databases, other forms) and have rich interactive behaviors based on Rules, Conditions and Actions. An InfoPath form requires the client to have InfoPath Filler or InfoPath Designer installed, or by viewing the form in a browser when hosted on SharePoint. InfoPath is mostly used in business rather than by individuals, as it is a collaboration tool used to gather data from multiple individuals in a structured method, and to deploy requires either a SharePoint host and/or individual licensed Filler copies. InfoPath forms can be viewed on mobile devices if viewed from a browser (hosted on SharePoint) or by using a third-party product.

To run as a Web browser form, the file needs to be uploaded to a server running InfoPath Forms Services. The advantage of this is the client doesn't need InfoPath, just a Web browser. The form can then be set up to be e-mailed when completed or its fields can be added directly to a SharePoint list.

Integration with SharePoint

One common use of InfoPath is to integrate it with Microsoft SharePoint technology. InfoPath forms can submit to SharePoint lists and libraries, and submitted instances can be opened from SharePoint using InfoPath Filler or third-party products. Alternatively InfoPath Forms Services enables a browser-enabled InfoPath form to be hosted on a SharePoint installation and rendered as an HTML page with client-side script and post back behaviors similar to an ASP.NET page.

In SharePoint, a "Form Library" is a document library having an InfoPath template as the designated document type. InfoPath fields can be promoted when publishing to SharePoint so they can be read and displayed as a "Column" data in a library View. As with other SharePoint documents, InfoPath forms can have workflows associated with them that can access the promoted fields.[5]

Server-side components

Forms Server 2007 is a discontinued product that converts InfoPath client forms into Ajax HTML forms that can be accessed and filled out using any browser, including mobile phone browsers. Forms Server 2007 supports using a database or other data source as the back-end for the form. It requires Microsoft Windows SharePoint Services 3.0 and the .NET Framework version 2.0.[6]

InfoPath Forms Services (or Office Forms Services) takes over the features of Form Server 2007, allowing InfoPath forms to be hosted in a SharePoint web site and served via web browser. Originally a component of Microsoft Office SharePoint Server 2007 Enterprise edition,[7] in 2013, it was made available with:

On January 31, 2014, Microsoft said they are discontinuing InfoPath Forms Services.[9] Later in an undated update to the original post Microsoft changed the plan and announced that InfoPath Forms Services would be included in SharePoint 2016 after all.[10]

Versions

Microsoft Office InfoPath 2007 running on Windows Vista
Version Included in... Release date[11]
InfoPath 2003 Microsoft Office 2003 Professional Enterprise November 19, 2003
InfoPath 2007 Microsoft Office 2007 Ultimate, Professional Plus and Enterprise January 27, 2007
InfoPath 2010 Microsoft Office 2010 Professional Plus; Office 365 July 15, 2010
InfoPath 2013 Microsoft Office 2013 Professional Plus; Office 365 January 29, 2013

See also

References

  1. 1 2 "Update on InfoPath and SharePoint Forms". Office Blogs. Microsoft. 31 January 2014. Retrieved 2 February 2014.
  2. ↑ "Download InfoPath 2013 for Office 365 ProPlus Subscription from Official Microsoft Download Center". Microsoft. 1 September 2015. Retrieved 25 September 2015.
  3. ↑ "Jean Paoli on Microsoft Office InfoPath 2003 - InfoPath - Office.com". Office.microsoft.com. Retrieved 2012-01-25.
  4. ↑ "United States Patent: 7191394". Patft.uspto.gov. Retrieved 2012-01-25.
  5. ↑ "Introduction to InfoPath Forms Services". Retrieved 2014-01-28.
  6. ↑ "Forms Server 2007". TechNet. Microsoft. 16 November 2006. Retrieved 2 February 2014.
  7. ↑ May, Andrew (8 June 2006). "InfoPath Forms in Office SharePoint Server 2007". Andrew May's Blog. Microsoft. Retrieved 2 February 2014.
  8. ↑ "SharePoint Online Service Description". TechNet. Microsoft. 18 December 2013. Retrieved 2 February 2014.
  9. ↑ Protalinski, Emil (January 31, 2013). "Microsoft discontinues electronic forms software InfoPath, will support latest version until April 2023". The Next Web. Retrieved February 1, 2014.
  10. ↑ "Update on InfoPath and SharePoint Forms". Office Blogs. Microsoft.
  11. ↑ "Microsoft InfoPath Life-cycle Information". Retrieved 2011-10-25.
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