Microsoft InfoPath
Microsoft InfoPath is a software application for designing, distributing, filling and submitting
electronic forms containing structured data. Microsoft initially released InfoPath as part of the
Microsoft Office 2003 family. The product features a WYSIWYG form designer in which the
various controls (e.g. text box, radio button, checkbox) are bound to data, represented separately
as a hierarchical tree view of folders and data fields.
Microsoft InfoPath
Screenshot of Microsoft InfoPath 2013 running on Windows 7
Developer(s) Microsoft
Final release 2013 (15.0.4805.1000) / May 3, 2016
Operating system Windows 7 and later
Type Collaborative software
License Trialware
Website www.microsoft.com/en-us/download/details
.aspx?id#61;48734 (http://www.microsoft.com/
en-us/download/details.aspx?id=48734)
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.[1] This updated version of InfoPath 2013 (15.0.4733.1000) is
designed to work alongside Office 2016, which does not include InfoPath. Its indirect successor
is Office Forms, which is free to anyone with a Microsoft Account.
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."[2] A
patent filed in 2000 by Adriana Neagu and Jean Paoli describes the technology as "authoring
XML using DHTML views and XSLT."[3]
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. The files of the InfoPath form template are saved as an archive
in the cabinet file format with the file name extension xsn .[4]
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
Rules apply specific actions when triggered by button clicks or changing values in the form.
They can change the values of fields in the data source, submit to and query databases,
display messages, open and close forms, and switch to different views of the form.
Data validation tests the validity of input into fields by comparing the input to patterns,
checking for the correct data type (such as a string or an integer), and in other customizable
ways.
Conditional formatting can be used to change the appearance or visibility of objects based on
values in the form.
InfoPath has many different ActiveX Controls, all of which have a value bound to a field in the
form's data source. Common controls include list boxes, radio buttons, text boxes, buttons,
and check boxes. Info Path also uses controls such as Calculated Values, which display the
result of xPath expressions, and sections, which are containers for other controls. InfoPath
also includes repeating fields and sections, which can store many different values.
XPath expressions and functions can be used to calculate values by applying functions to the
value of fields in the form, such as " concat(string(field1 + field2), "#;",
field3) " (the concatenation of the sum of two fields, the string "#;", and the value of
another field). XPath functions for manipulation of strings, simple mathematical operations,
and many other operations are included in InfoPath. In addition, data can be filtered (select
individual values from a repeating field or database).
InfoPath supports connections to external datasources. SQL, Microsoft Access, and
SharePoint databases can be connected to and submitted in the form.
JScript, Visual Basic, C#, and other languages can be used to extend InfoPath's capabilities by
adding custom HTML taskpanes, iterating through data, using Active Directory, and generally
accomplishing tasks that are impossible in the InfoPath design environment. The language
support is facilitated by Visual Studio, although a specific version of Visual Studio is required
to use with each version of InfoPath.
SharePoint integration (see Integration with SharePoint).
User roles can customize a user's experience by changing views or using conditional
formatting based on the identity of the user.
InfoPath's formatting capabilities and user interface are similar to Microsoft Word 2003 and
2010, depending on version.
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]
Support
On January 31, 2014, Microsoft announced that InfoPath was discontinued and will be replaced
by a more cross-platform solution called PowerApps, released in late 2016.[6] On March 1, 2016,
Microsoft announced that the InfoPath 2013 client application will be supported through July
2026.[7] Microsoft specifies that "InfoPath Forms Services is included in the on-premises release
of SharePoint Server 2016, as well as being fully supported in Office 365 until further notice."[8]
Microsoft MVP Roger Haueter[9] states that InfoPath is still expected to be supported in
SharePoint Server 2019 On-Premises.[10]
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.[11]
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,[12] in 2013,
it was made available with:
SharePoint Online Plan 2[13]
Office 365 E3/A3/G3 or higher
SharePoint Server 2013 Enterprise CAL
On January 31, 2014, Microsoft said they are discontinuing InfoPath Forms Services.[14] 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.[15]
InfoPath Forms Services is available to Office 365 Education subscribers (Office 365 A1, Office
365 A3 and Office 365 A5 plans).[16]
Versions
Microsoft Office InfoPath 2007 running on Windows Vista
Support
Version Included in... Release date[17] end
date[18]
InfoPath April 8,
Microsoft Office 2003 Professional Enterprise November 19, 2003
2003 2014
InfoPath Microsoft Office 2007 Ultimate, Professional Plus October
January 27, 2007
2007 and Enterprise 10, 2017
InfoPath Microsoft Office 2010 Professional Plus; Office October
July 15, 2010
2010 365 13, 2020
InfoPath Microsoft Office 2013 Professional Plus; Office July 14,
January 29, 2013
2013 365 2026
References
1. "Download InfoPath 2013 for Office 365 ProPlus Subscription from Official Microsoft Download
Center" (http://www.microsoft.com/en-us/download/details.aspx?id=48734) . Microsoft. 1
September 2015. Retrieved 25 September 2015.
2. "Jean Paoli on Microsoft Office InfoPath 2003 - InfoPath - Office.com" (https://web.archive.org/web/2
0120910165039/http://office.microsoft.com/en-us/infopath-help/jean-paoli-on-microsoft-office-infop
ath-2003-HA001136140.aspx) . Office.microsoft.com. Archived from the original (http://office.micros
oft.com/en-us/infopath-help/jean-paoli-on-microsoft-office-infopath-2003-HA001136140.aspx) on
2012-09-10. Retrieved 2012-01-25.
3. "United States Patent: 7191394" (http://patft.uspto.gov/netacgi/nph-Parser?Sect1=PTO1&Sect2=HITO
FF&d=PALL&p=1&u=%2Fnetahtml%2FPTO%2Fsrchnum.htm&r=1&f=G&l=50&s1=7,191,394.PN.&OS=P
N/7,191,394&RS=PN/7,191,394) . Patft.uspto.gov. Retrieved 2012-01-25.
4. "XSN File Extension - What is an .xsn file and how do I open it?" (https://www.file-extensions.org/xsn-fil
e-extension) . 26 May 2009. Retrieved 30 January 2020.
5. "Introduction to InfoPath Forms Services" (http://office.microsoft.com/en-us/infopath-help/introductio
n-to-infopath-forms-services-HA010164956.aspx) . Retrieved 2014-01-28.
. "Announcing General Availability of PowerApps" (https://powerapps.microsoft.com/en-us/blog/annou
ncing-general-availability/) . Microsoft. 2016-10-31. Retrieved 2018-12-03.
7. "InfoPath is not included in Office 2016" (https://blogs.msdn.microsoft.com/microsoft_infopath_blogg
ers/2016/03/01/infopath-is-not-included-in-office-2016/) . Office Blogs. Microsoft. 1 March 2016.
Retrieved 29 May 2018.
. "Update on InfoPath and SharePoint Forms - Microsoft 365 Blog" (https://www.microsoft.com/en-us/
microsoft-365/blog/2014/01/31/update-on-infopath-and-sharepoint-forms/) . Microsoft 365 Blog.
2014-01-31. Retrieved 2018-05-29.
9. "Roger Haueter - Microsoft MVP" (https://www.rogerhaueter.com) . www.rogerhaueter.com.
Retrieved 2018-05-29.
10. "What's coming with SharePoint Server 2019 on-premises - techtask" (https://www.techtask.com/what
s-coming-sharepoint-server-2019-premises/) . techtask. 2017-09-27. Retrieved 2018-05-29.
11. "Forms Server 2007" (https://technet.microsoft.com/en-us/library/cc303373%28v=Office.12%29.as
px) . TechNet. Microsoft. 16 November 2006. Retrieved 2 February 2014.
12. May, Andrew (8 June 2006). "InfoPath Forms in Office SharePoint Server 2007" (http://blogs.msdn.co
m/b/andrew_may/archive/2006/06/08/sharepointbeta2infopathformsinofficesharepoint.aspx) .
Andrew May's Blog. Microsoft. Retrieved 2 February 2014.
13. "SharePoint Online Service Description" (https://technet.microsoft.com/en-
us/library/jj819267.aspx) . TechNet. Microsoft. 18 December 2013. Retrieved 2 February 2014.
14. Protalinski, Emil (January 31, 2013). "Microsoft discontinues electronic forms software InfoPath, will
support latest version until April 2023" (https://thenextweb.com/microsoft/2014/01/31/microsoft-dis
continues-electronic-forms-software-infopath-will-support-latest-version-april-2023/) . The Next Web.
Retrieved February 1, 2014.
15. "Update on InfoPath and SharePoint Forms" (http://blogs.office.com/2014/01/31/update-on-infopath-
and-sharepoint-forms/) . Office Blogs. Microsoft.
1 . pebaum. "Office 365 Education" (https://docs.microsoft.com/en-us/office365/servicedescriptions/offi
ce-365-platform-service-description/office-365-education) . docs.microsoft.com. Retrieved
2018-11-13.
17. "Microsoft InfoPath Life-cycle Information" (http://support.microsoft.com/lifecycle/search/default.asp
x?sort=PN&alpha=infopath&Filter=FilterNO) . Retrieved 2011-10-25.
1 . "InfoPath Product Lifecycle" (https://support.microsoft.com/en-us/lifecycle/search?
alpha=InfoPath) . support.microsoft.com. Retrieved 2018-05-29.
[1]
External links
Official website (http://office.microsoft.com/ru-ru/infopath/default.aspx)
1. "The Future Of Infopath & SharePoint Forms" (https://www.claysys.com/blog/future-of-info
path-after-its-discontinuation/) . ClaySys Technologies. 2019-07-11. Retrieved 2020-10-13.
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