How To Create A Form In Sharepoint 2010 Using Infopath

Are you looking to create a form in Sharepoint 2010 using Infopath? Follow these simple steps to simplify your data collection and workflow in business settings.

To create a form in Sharepoint 2010 using Infopath, you can open or create a list within Sharepoint or open an existing list from within Infopath. Once you have your list set up, you can customize it in Infopath by modifying the layout, rules, and validation to suit your specific requirements.

When you’re done customizing the list, you can easily publish it back to Sharepoint. Simply click the File tab and select Quick Publish to make your form accessible to users within the Sharepoint environment.

But that’s not all! You can also take advantage of Infopath’s integration with Access 2010. By linking your Sharepoint form to an Access 2010 database, you can efficiently store and retrieve data, providing you with a comprehensive solution for managing and analyzing your form submissions.

So, if you want to streamline your data collection process and enhance your workflow in Sharepoint 2010, Infopath is the tool for you. With its easy-to-use interface and powerful features, creating and managing forms has never been easier.

Customize the List in Infopath

Once you have opened or created a list within SharePoint or opened an existing list from InfoPath, you can customize it in InfoPath to ensure it meets your needs. Infopath offers a range of customization options, from modifying the layout of the form to setting rules and validation.

Modifying the layout of the form allows you to rearrange and customize the fields, buttons, and other elements on the form. You can easily drag and drop elements to reposition them and resize them to fit your desired layout. This flexibility ensures that the form is user-friendly and intuitive for those filling it out.

Rules and validation are essential for ensuring the accuracy and integrity of the form data. With Infopath, you can set rules that define the behavior of the form based on certain conditions. For example, you can create a rule that only allows certain values to be entered into a specific field or that requires certain fields to be completed before submitting the form.

Validation further enhances the data quality by checking the entered values against predefined criteria. You can set validation rules for fields such as email addresses, phone numbers, or dates to ensure that the data entered is in the correct format. This helps to minimize errors and inconsistencies in the form submissions.

Customize the List in Infopath

In summary, customizing the list in Infopath provides you with the flexibility to design a form that meets your specific requirements. By modifying the layout, setting rules, and implementing validation, you can create a user-friendly form that collects accurate and reliable data. This customization process ensures that the form is tailored to your organization’s needs and enhances the overall user experience.

Benefits of Customizing the List in Infopath
Enhanced form layout for improved usability
Rules and validation ensure data accuracy and integrity
Customization aligns the form with organizational requirements

Publish the Form to Sharepoint

After customizing your form in Infopath, the next step is to publish it back to Sharepoint for easy access and use by your team. The process is straightforward and can be done using the Quick Publish feature in Infopath. Here’s a step-by-step guide to help you publish your customized form:

  1. Open the form that you want to publish in Infopath.
  2. Click on the File tab located in the top left corner of the Infopath window.
  3. Select the Quick Publish option from the drop-down menu.
  4. A Publish Form wizard will appear. Choose the location where you want to publish the form, such as a Sharepoint library or site.
  5. Review the settings and options provided by the wizard and make any necessary adjustments.
  6. Click on the Publish button to complete the publishing process.

Once the form is published, it will be available for use within the Sharepoint environment. Users can easily access and fill out the form, providing you with the necessary data and information. This seamless integration between Infopath and Sharepoint allows for efficient collaboration and data management within your organization.

Example of a completed form:

Field Value
Name John Smith
Email john.smith@example.com
Department Marketing
Position Marketing Manager

By following these steps, you can easily create and publish a form in Sharepoint 2010 using Infopath. This allows you to streamline your data collection process and enhance collaboration within your organization. The integration between Infopath and Sharepoint provides a powerful solution for managing and accessing your forms, ensuring that your team has the necessary tools for success.

Link the Form to an Access 2010 Database

To enhance data storage and retrieval capabilities, you can link your Sharepoint form to an Access 2010 database, enabling seamless integration between the two platforms. This powerful feature allows you to efficiently manage and analyze your form submissions by leveraging the robust data storage capabilities of Access.

By establishing a connection between your Sharepoint form and an Access 2010 database, you can easily store and retrieve data with just a few simple steps. First, ensure that your Access 2010 database is properly set up and accessible. Then, within your Sharepoint form, navigate to the settings menu and select the option to “Link to Access Database.”

Once you have selected this option, a prompt will appear, allowing you to specify the location and credentials of your Access database. Follow the on-screen instructions to establish a secure connection. Once the link is established, your Sharepoint form will automatically synchronize with the Access database, ensuring that all form submissions are seamlessly stored and retrievable.

This integration between Sharepoint and Access provides numerous benefits. It allows you to effortlessly manage and analyze your form data within the familiar interface of Access, leveraging its robust features such as advanced querying, reports, and data visualization. Additionally, the link to an Access database ensures that your form submissions are securely stored and backed up, providing peace of mind that your valuable data is protected.

Meet the Author

Abdul Rahim has been working in Information Technology for over two decades. Learn how Abdul got his start as a Tech Blogger , and why he decided to start this Software blog. If you want to send Abdul a quick message, then visit his contact page here.