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How To Link Infopath Form To Sharepoint List?

If you are looking for an easy and efficient way to link your Infopath Form to a Sharepoint List, then you’ve come to the right place. In this article, we will explore how to link an Infopath Form to a Sharepoint List, what advantages this presents, and how to get the most out of this process. With this information, you’ll be able to quickly and easily set up the link and make your workflow simpler and more efficient. So, let’s get started!

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What is a Linked Infopath Form to a Sharepoint List?

Infopath is a Microsoft Office application that helps users to create and share forms for data collection and business processes. It helps users to easily create forms in a timely manner. It is an ideal platform to collect and store data, as well as to automate business processes. Linking an Infopath form to a Sharepoint list allows users to easily store and manage their data in a single place, making it easier to access, analyze and report on the gathered information.

Steps to Link Infopath Form to Sharepoint List

Step 1: Create a SharePoint List

The first step is to create a SharePoint list in which the data from the Infopath form will be stored. To do this, open the SharePoint site and click on “Lists” in the left navigation bar. On the page that opens, click on the “Create” button and select “Custom List” from the list of options. Enter a name for the list, and click “Create” to create the list.

Step 2: Create an Infopath Form

The next step is to create an Infopath form. To do this, open the Infopath Designer application and click “New” on the File menu. Then, select “Blank Form”, and choose a template that best fits the type of data to be collected. When finished, save the form.

Step 3: Connect the Infopath Form to the SharePoint List

The third step is to link the Infopath form to the SharePoint list. To do this, open the Infopath form and click on “Data” in the ribbon. From the menu that opens, select “Connect to a SharePoint List” and select the list to which the form should be connected. This will open a connection wizard, in which the user can configure the data connection to the list.

Step 4: Add Data Fields to the Infopath Form

The fourth step is to add data fields to the Infopath form. To do this, open the Infopath form and click on “Design” in the ribbon. From the menu that opens, select “Data Source” to open the data source pane. In this pane, add fields to the form that correspond to the columns in the SharePoint list to which it is connected.

Step 5: Publish the Infopath Form

The fifth and final step is to publish the Infopath form. To do this, open the Infopath form and click “Publish” in the ribbon. From the menu that opens, select “Publish Form as a SharePoint List Form”. This will open the publishing wizard, in which the user can configure the connection to the SharePoint list and the settings for the form. Once the form is published, it is ready to be used.

Benefits of Linking an Infopath Form to a Sharepoint List

There are many benefits to linking an Infopath form to a Sharepoint list. By doing so, users can easily store and manage their data in a single place, making it easier to access, analyze and report on the gathered information. Additionally, the data from the Infopath form can be easily updated in the SharePoint list, which helps to ensure the accuracy of the stored data. Finally, users can easily share the data from the Infopath form with other users, as well as automate business processes using the data.

How to Troubleshoot Issues when Linking an Infopath Form to a Sharepoint List

If users encounter any issues when linking an Infopath form to a SharePoint list, they should first ensure that the form is correctly connected to the list. To do this, open the Infopath form and click on “Data” in the ribbon. From the menu that opens, select “Data Connections” to open the data connections pane. In this pane, check that the form is connected to the correct SharePoint list.

If the form is not connected to the list, users should use the connection wizard to establish the connection. Additionally, users should ensure that the data fields in the Infopath form match the columns in the SharePoint list. If the data fields do not match the columns, users should use the data source pane to add the correct fields to the form.

Finally, users should ensure that the form is correctly published. To do this, open the Infopath form and click “Publish” in the ribbon. From the menu that opens, select “Manage Form Templates” to open the form templates pane. In this pane, check that the form is published and that the correct settings are selected. If the form is not published, users should use the publishing wizard to publish the form.

Frequently Asked Questions

What is an Infopath Form?

An Infopath Form is an electronic form that is used to capture and store data. It is an electronic document with a set of fields that the user can fill out to capture information. It can be used to capture data from users, such as customer information or employee information, or to capture data from a device, such as a sensor or a tracking device. Infopath Forms can be used to create forms for any purpose, from simple surveys to complex data capture projects.

Infopath Forms are created in Microsoft’s InfoPath program. This program provides a graphical user interface for creating, customizing, and sharing forms. It also provides tools for connecting the forms to other sources, such as databases and other applications, as well as tools for analyzing the data captured in the forms.

How to Link Infopath Form to Sharepoint List?

The first step in linking an Infopath Form to a Sharepoint list is to create the form in InfoPath. Once the form has been created, it can be saved as a template which can then be uploaded to a Sharepoint list. From the Sharepoint list, the form can be opened and configured. The form can be linked to the Sharepoint list by creating a connection between the form and the list.

Once the connection is established, data can be sent from the form to the list, and the data in the list can be used to populate the fields in the form. Additionally, the form can be configured to receive notifications from the list when data is added, updated, or deleted. This feature allows the form to be kept up-to-date with the data in the list.

What are the Benefits of Linking Infopath Form to Sharepoint List?

Linking an Infopath Form to a Sharepoint list provides several benefits. First, it allows data to be quickly and easily captured and stored in a centralized location. This data can then be used for reporting and analysis. Additionally, the form can be configured to receive notifications from the list, which makes it easier to keep the form up-to-date with the data in the list.

Another benefit of linking an Infopath Form to a Sharepoint list is that it allows for the integration of data from multiple sources. This allows for the creation of powerful applications that can capture data from multiple sources and provide a unified view of the data. This makes it easier to gain insights and make decisions based on the data.

What are the Steps Involved in Linking Infopath Form to Sharepoint List?

The steps involved in linking an Infopath Form to a Sharepoint list include creating the form in InfoPath, saving it as a template, uploading the template to the Sharepoint list, creating a connection between the form and the list, and configuring the form to receive notifications from the list.

Once these steps have been completed, data can be sent from the form to the list, and the data in the list can be used to populate the fields in the form. Additionally, the form can be configured to receive notifications from the list when data is added, updated, or deleted. This makes it easier to keep the form up-to-date with the data in the list.

What are the Different Types of Connections that can be Used to Link Infopath Form to Sharepoint List?

There are several different types of connections that can be used to link an Infopath Form to a Sharepoint list. These include web services, database connections, and Windows Communication Foundation (WCF) service connections.

Web services allow the form to connect to web services hosted by the Sharepoint server. Database connections allow the form to connect to databases such as Microsoft SQL Server or Oracle. WCF service connections allow the form to connect to WCF services hosted by the Sharepoint server. Each type of connection has its own advantages and disadvantages, and it is important to understand the differences between them before selecting a connection.

How Can the Form be Configured to Receive Notifications from the List?

The form can be configured to receive notifications from the list by creating a connection between the form and the list. Once the connection is established, the form can be configured to receive notifications when data is added, updated, or deleted. This feature allows the form to be kept up-to-date with the data in the list.

Notifications can also be sent when specific conditions are met, such as when a field in the form is updated, or when a certain number of records have been added to the list. This allows for the form to be updated with the latest data in the list in real-time. Additionally, notifications can be sent to multiple users to ensure that everyone is kept up-to-date on the data in the list.

Publishing InfoPath Form to SharePoint 2013

With the right guidance, linking an InfoPath form to a SharePoint list can be an easy and effective way to collect, store, and share data. By following the steps outlined in this article, you can quickly and easily link the two together, so you can access data quickly and easily. With the right setup, you can make sure that your data is secure and organized, so you can focus on more important tasks.