How To Edit Infopath Form In Sharepoint Online?

Editing an Infopath form in Sharepoint Online can be a daunting task, especially if you are unfamiliar with the process. Whether you are a novice or an experienced user, this guide will provide you with the necessary steps to successfully edit an Infopath form in Sharepoint Online. In this article, we will walk you through the process of creating, editing, and publishing an Infopath form in Sharepoint Online. We will also discuss the advantages of using Infopath forms over traditional methods of creating and editing forms. By the end of this guide, you will have the knowledge and confidence to successfully edit Infopath forms in Sharepoint Online.

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Editing InfoPath Forms in SharePoint Online

InfoPath forms are an easy and efficient way to collect, store, and manage data in SharePoint Online. They can be used to customize the look and feel of your SharePoint site and to create user-friendly forms for collecting data. With InfoPath forms, you can create forms that are tailored to specific needs and requirements. In this article, we will discuss how to edit InfoPath forms in SharePoint Online.

Understanding the Basics of InfoPath Forms

InfoPath forms are web-based forms that can be used to create and manage data in SharePoint Online. They are created using Microsoft’s InfoPath Designer, which is included in the Microsoft Office suite. InfoPath forms are designed to be easy to use, with a user-friendly interface that allows users to quickly and easily create and modify forms.

InfoPath forms are designed to be customized and tailored to the specific requirements of the user. They can be used to create forms for collecting data, for creating custom workflows, or for creating user-friendly interfaces for SharePoint Online.

Creating and Editing InfoPath Forms

Users can create and edit InfoPath forms in SharePoint Online using the InfoPath Designer. The InfoPath Designer is a web-based application that can be used to create and modify forms. It includes a WYSIWYG editor that allows users to quickly and easily create custom forms. Once the form is created, it can be published to SharePoint Online, where it can be used to collect data, create custom workflows, or create user-friendly interfaces.

Step-by-Step Guide to Editing InfoPath Forms in SharePoint Online

Step 1: Access the InfoPath Designer

The first step in editing InfoPath forms in SharePoint Online is to access the InfoPath Designer. To do this, open the Office 365 app launcher and select the InfoPath Designer.

Step 2: Open the Form

Once the InfoPath Designer is open, you can open the form that you want to edit. To do this, click the “Open” button and select the form from the list of available forms.

Step 3: Edit the Form

Once the form is open, you can begin editing it. You can add fields, modify existing fields, or delete fields. You can also add or modify the form’s design, such as its colors, fonts, or layout. You can also add or modify rules, such as how the form behaves when certain conditions are met.

Step 4: Publish the Form

Once you have finished editing the form, you can publish it to SharePoint Online. To do this, click the “Publish” button and enter the necessary information. This will publish the form to the specified SharePoint Online location.

Step 5: Test the Form

Once the form is published, it is important to test it to make sure that it is working correctly. To do this, open the form in a web browser and fill out the form. If there are any errors, they will be highlighted in the form. If there are no errors, the form will be successfully published and ready for use.

Step 6: Share the Form

Once the form is tested and working correctly, it is important to share it with the appropriate users. To do this, click the “Share” button and select the users or groups that you want to share the form with.

Step 7: Monitor the Form

Once the form is shared, it is important to monitor it to make sure that it is being used correctly. To do this, open the form in the InfoPath Designer and click the “View” button. This will open a dashboard that shows the usage of the form, including who has filled it out and when.

Step 8: Update the Form

If necessary, you can update the form to make changes or fix any issues that have been identified. To do this, open the form in the InfoPath Designer and make the necessary changes. Once the changes are made, you can re-publish the form to SharePoint Online.

Step 9: Archive the Form

Once the form is no longer needed, it is important to archive it. To do this, open the form in the InfoPath Designer and click the “Archive” button. This will remove the form from the list of available forms, but it will still be available in the SharePoint Online archive.

Step 10: Delete the Form

If necessary, you can delete the form from SharePoint Online. To do this, open the form in the InfoPath Designer and click the “Delete” button. This will permanently delete the form and all associated data from SharePoint Online.

Related Faq

What is Infopath?

Infopath is a Microsoft Office application used to create and fill out forms, which can be stored in a SharePoint Online form library. It provides a simple way to design, publish and manage forms in an organized way. Infopath forms can be customized with a variety of features, including data validation, rules and logic, and integration with other Microsoft Office applications.

Infopath forms can also be used to collect data from users, and can be easily integrated with other applications or services. Infopath forms can be distributed electronically, allowing users to submit their data from anywhere. This makes it an ideal way to gather information from users quickly and efficiently.

How to Edit an Infopath Form in SharePoint Online?

Editing an Infopath form in SharePoint Online is a relatively straightforward process. First, open the form library where the form is stored and click on the name of the form. This will open the form in the Infopath Designer. From here, the form can be edited by adding, removing, or modifying elements. Additionally, the form can be customized with data validation, rules and logic, and integration with other Microsoft Office applications.

Once the form is edited, it can be saved and published to the SharePoint Online form library. Once published, any changes to the form can be viewed in real-time by users. Additionally, the form can be shared with other applications or services for easy access and data collection.

What are the Benefits of Using Infopath Forms in SharePoint Online?

The primary benefit of using Infopath forms in SharePoint Online is the ability to quickly and easily collect data from users. Infopath forms are customizable and can be integrated with other applications or services, allowing users to submit their data from anywhere. This makes it an ideal way to gather information quickly and efficiently.

Additionally, Infopath forms in SharePoint Online can be easily shared with other users and applications. This allows for easy collaboration and data sharing. Infopath forms are also secure, as they are stored in a form library on SharePoint Online. This means that the data is kept safe and secure, and can be easily accessed by authorized users.

What are the Limitations of Using Infopath Forms in SharePoint Online?

One of the main limitations of using Infopath forms in SharePoint Online is that the form design is limited. While the forms can be customized with data validation, rules and logic, and integration with other Microsoft Office applications, the design of the form is limited to the elements supported by Infopath. Additionally, the forms can only be used to collect data from users, and cannot be used to store or manipulate data.

Another limitation of using Infopath forms in SharePoint Online is that the forms are not easily scalable. If the number of users submitting data is large, the form library can become cluttered and difficult to manage. Additionally, as the form library grows, the form submission process can become slow and inefficient.

How to Publish an Infopath Form in SharePoint Online?

Publishing an Infopath form in SharePoint Online is a simple process. First, open the form library where the form is stored and click the Publish button. This will open the Publish Form dialog, where you can enter the name of the form and select the desired form library. Once the form is published, it can be accessed by users in real-time.

Additionally, the form can be shared with other applications or services for data collection. To do this, open the form library where the form is stored and click the Share button. This will open a dialog where you can enter the URL of the application or service you would like to share the form with. Once the form is shared, the data can be collected from users in real-time.

How to Integrate an Infopath Form with Other Applications or Services?

Integrating an Infopath form with other applications or services is a relatively straightforward process. First, open the form library where the form is stored and click the Share button. This will open a dialog where you can enter the URL of the application or service you would like to share the form with. Once the form is shared, the integration is complete and the data can be collected from users in real-time.

Additionally, Infopath forms can be customized with data validation, rules and logic, and integration with other Microsoft Office applications. This allows for more customization of the form, and makes it easier to collect data from users. Once the form is customized, it can be published to the SharePoint Online form library and shared with other applications or services.

Editing an InfoPath form in SharePoint Online can be a complicated task, but with the right knowledge and guidance, it can be done quickly and efficiently. With the help of SharePoint Online, you can easily customize InfoPath forms to meet your needs, allowing you to make the most of your data. By following this guide, you can easily edit your InfoPath forms in SharePoint Online with confidence, giving you the power to make the changes that you need.