How To Add A Textbox On A Sharepoint Infopath Form

Adding a textbox to a SharePoint InfoPath form is a straightforward process that can be achieved with a few simple steps. To begin, open SharePoint InfoPath Designer 2010 and select the SharePoint list you wish to customize. Once you have accessed the designer, create a data connection to retrieve the necessary information for the textbox.

Next, you’ll need to modify the form by right-clicking on the textbox and selecting the TextBox Properties. In the TextBox Properties dialog, choose the Formula Editor and insert the relevant field or group. This will ensure that the textbox displays the desired information.

If needed, you can apply filters or conditions to retrieve the correct data for the textbox. This allows for additional customization and ensures the textbox is displaying the most relevant information.

Once you have made the necessary modifications, save the form. It is important to save your progress periodically to avoid any loss of data. Finally, publish the form to make it accessible to users.

By following these simple steps, you can easily add a textbox to your SharePoint InfoPath form. This customization allows for enhanced data collection and organization, making your form more effective and user-friendly.

Accessing SharePoint InfoPath Designer 2010

To begin, open SharePoint InfoPath Designer 2010 and select the SharePoint list you wish to customize. This will allow you to customize the form according to your specific requirements. SharePoint InfoPath Designer 2010 provides a user-friendly interface and a range of tools to make the customization process seamless.

Once you have selected the SharePoint list, you can create a data connection to retrieve the necessary information for the textbox. This will ensure that the textbox is populated with the relevant data when the form is filled out.

After setting up the data connection, you can proceed to modify the form. Right-click on the textbox where you want to add the additional information and select the TextBox Properties option. This will open a dialog box where you can configure the properties of the textbox.

Modifying the Form and Adding a Textbox

In the TextBox Properties dialog box, you will find various options to customize the textbox. To add the desired information, choose the Formula Editor and insert the relevant field or group. This will ensure that the textbox displays the specific data you require.

If needed, you can also apply filters or conditions to retrieve the correct data for the textbox. This allows you to refine the information shown in the textbox based on specific criteria.

Once you have made the necessary modifications, save the form and publish it. This will make the customized form available for use, allowing users to input data into the textbox.

By following these steps, you can easily add a textbox to your SharePoint InfoPath form and customize it according to your specific needs. SharePoint InfoPath Designer 2010 provides a powerful toolset to enhance the functionality of your SharePoint list and improve user experience.

Modifying the Form and Adding a Textbox

Once you have accessed your SharePoint InfoPath form, right-click on the desired location and select TextBox Properties to modify the form. This will open the TextBox Properties dialog, which allows you to customize various aspects of the textbox.

In the TextBox Properties dialog, you will find options to adjust the appearance, behavior, and formatting of the textbox. For example, you can change the font size, color, or alignment to suit your preferences. Additionally, you can enable or disable features like spell checking or auto-complete to enhance the user experience.

One of the key features of the TextBox Properties dialog is the Formula Editor. This powerful tool enables you to add dynamic functionality to the textbox by inserting functions, calculations, or references to other fields or groups in the form. Using the Formula Editor, you can create complex calculations, conditional formatting, or data validation rules.

Example: Applying Conditional Formatting to the Textbox

Let’s say you want the textbox to change color based on the value of another field in the form. Using the Formula Editor, you can create a conditional formatting rule that triggers when a specific condition is met. For instance, if the value of “Field A” is greater than 10, you can set the textbox’s background color to green; otherwise, it remains white.

Condition Action
Field A > 10 Set background color to green
Field A ≤ 10 Set background color to white

By leveraging the power of the Formula Editor, you can create unique and interactive forms that provide a seamless user experience.

Saving and Publishing the Form

After making the necessary modifications to your SharePoint InfoPath form, save the form and publish it to activate the changes. The process of saving and publishing ensures that the updated form will be available for use by users accessing the SharePoint list.

To save the form, click on the “File” tab in SharePoint InfoPath Designer 2010 and select “Save” or use the keyboard shortcut “Ctrl + S”. This will save the form with the changes you have made.

Next, to publish the form, go to the “File” tab again and select “Publish” or use the keyboard shortcut “Ctrl + Shift + B”. In the Publish Form wizard, choose the location where you want to publish the form, such as a SharePoint library or web server.

Follow the prompts in the wizard to complete the publishing process. You may need to provide additional information, such as the form name and description, before finalizing the publication. Once the form is published, it will be available for users to access and fill out on the SharePoint platform.

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