InfoPath can streamline the collection and storage of user generated data

With InfoPath Training courses from Eident you will learn how InfoPath Designer & InfoPath Filler can help you record data in electronic forms, export data to other programs, import data from other programs, modify and customise the built in sample forms.  Our one day introduction course consists of 3 modules.  Although the software has been discontinued by Microsoft in its 2016 Office release its replacement has yet to be released, and support continues into mid-2020s.

Module 1 This module explains the purpose of electronic forms, the elements that can make up a form, and the lifecycle of a form.
Module 2 This module explores the getting started dialog box and enables you to practice opening, completing and sending a form in Outlook.  The module also explores how Outlook can be used to store and organise returned forms, and exporting the form data to Excel.
Module 3 This module explores how to import forms, modify form control properties and customise the built in form templates.

InfoPath Introduction

  • Describe the functionality of InfoPath
  • Identify the Elements of a Form
  • Describe the lifecycle of an InfoPath form

InfoPath Designer (Design Mode) is a form design and data gathering program.  Returned data can be shared with other programs in Microsoft Office suite.  Using InfoPath Designer, you can reduce data-entry errors and improve the quality of the data collected.

InfoPath Designer helps you design and publish bespoke form templates. You can also convert existing paper-based forms to InfoPath Designer forms.  Forms can be published via e-mail, web browsers, or mobile devices.

InfoPath Filler (Edit Mode) allows users who do not have InfoPath Designer on their computers to fill in and submit data in an InfoPath form. It can also be used to share forms with colleagues.

In summary, the InfoPath Designer program provides an efficient and easy way to create, publish, and manage electronic forms and the returned data.

Assume that you have to conduct a customer satisfaction survey for a product that your company sells. To obtain accurate and sufficient information, you need to contact as many customers as possible. To collect the data, you send and receive forms manually or by fax and then record and analyze the data by manually typing the survey results. This manual process is time-consuming and prone to error. To simplify the process and ensure accurate data, you can instead use form templates in InfoPath Designer.

Using InfoPath Designer, you can easily switch to an automated process for filling forms and collecting data. You can design InfoPath Designer form templates and distribute forms in more reliable ways, such as through Web browsers, SharePoint or e-mail.

What Are Forms?

An InfoPath form is a structured electronic document that contains elements, or controls, such as text boxes and other fields for entering information as shown in the example below.

Form Elements

Elements of a form help you design a user-friendly and flexible form template.

element Description
Text box You can enter any type of unformatted text such as sentences, names, numbers, dates, and time into a text box. A red asterisk denotes that the field cannot be left blank.
Rich text box A rich text box can contain formatted text, images, lists, and tables.
Date picker You can type a date in the box or use the calendar button to select a date.
Date & Time picker You can type a date and time in the box or use the calendar button to select a date and time.
Drop-down list box A drop-down list box includes a list of choices in a box. You click an arrow to view the list of choices.
Check box You can set TRUE or FALSE and binary values by selecting or clearing a check box.
option button You can make a choice from a range of options using the radio buttons.
Repeating section A repeating section is a control that contains other controls. You can use a repeating section to either add or remove a section e.g. to add a list of expenses claimed.
picture button You can use a custom image as a button.
hyperlink You can insert hyperlinks when filling out a form.
person/group picker You can type or select a person from a SharePoint list.
signature line You can digitally sign a form.
external data picker You can type or select items from external systems through Business Connectivity Services.
managed metadata picker You can select values from a managed metadata term set.

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