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InfoPath - An Introduction

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This product is one of the hidden gems of the Office suite.

Hidden is used quite literally here though because depending on how you buy Microsoft Office depends on whether you’ll have even heard of the product!

Fortunately you can still buy InfoPath as a standalone product.

So what is InfoPath?

The short answer is Electronic Forms, but there is much more to it than that.

If you’ve ever created a form in Microsoft Access it’s along similar lines. What’s great about InfoPath though is that it isn’t tied into a specific database system. It can talk to SQL Server, Access databases, SharePoint (which is is it’s main strength) and more. You can even make use of InfoPath forms within Outlook to gather information via e-mail!

Also when stacked up against a form in a Word document InfoPath wins a lot of the time!

InfoPath allows you to do form validation to ensure data is entered correctly.

It’s biggest strength is it’s capability to “unlock” data which a Word document just can’t do. (Unless you want to do a lot of coding)

This means an simple example is in order.

Lets say you had a Word document that your staff used to enter their weekly hours worked.

It might look like this.

InfoPath1

 

As you can see there is a lot of important information here. 

 

 

 

At the top we have data that lets us know who the time sheet belongs to, and when it’s for. 

 

 

 

Moving down we have the actual data itself. The hours worked.

 

 

Finally we have a brief summary of data so you can see at a glance what’s going on.

 

 

 

 

 

So what’s wrong with this?

Data Validation

You would have to trust whoever fills out the form to put a date in right place and numbers in the hours worked fields. What if someone enters 25 hours for single day? What if “Sales” isn’t even the correct name of the department?

Now you can sort of do this in Word 2007. But it’s not exactly simple. In fact, good luck finding how to insert a form field – The developer tab is hidden by default. Then you have to contend with “legacy form controls” and the new Office 2007 form controls. Not fun at all!

Calculations

Once again you’d need to trust whoever is filling out the form to get their maths right. As with data validation you can get Word to do calculations on tables but it’s not exactly simple or intuitive!

Trapped Data

This is the big one!

We’ve only showed you one form. Let’s imagine you’re Mr Anderson’s line manager. Your boss walks up to your desk at 9am Monday morning and tells you that your department is spending a fortune in overtime. He wants to know exactly how many hours your department logged in overtime for the last three months overall and on a per-person basis…..and he wants it for the management meeting at 11am!

So lets say that each person would have 4 timesheets per month. That’s 12 per person.

If your department had 5 people in it that’s 60 Word documents you need to open, read through, check the maths and note the important figures to bring into your total summary.

That’s going to take some time!

How does InfoPath help?

Here’s the same form designed in InfoPath

InfoPath2

At first glance you’ll notice it’s essentially the same form as before

 

But if you look in the first block of data

 

You can see a calendar control button. This means we can choose a date with the mouse as well as typing one in.

It won’t let us put anything other than a date in the field.

 

You’ll also notice all the fields in the first section have a red star next to them.

This because I’ve made them mandatory fields. It’s a little visual notification to remind the user to put some data in.

You also get InfoPath to pop up a little message if no data is entered!

The fields that contain the hours worked data also have some validation rules.

 

 

 

 

 

 

 

This screenshot shows I’ve tried to enter some text in a numeric field

InfoPath3We get the nice red dotted border AND a tooltip to let me know what’s wrong.

What’s really great about this is that I didn’t even need to set this up. Just by specifying that the field was numeric InfoPath setup the basic validation for me.

 

 

Each control has LOTS of options around data validation to make sure we get exactly the correct data in.

You may also have noticed that the department field is a drop down list.

InfoPath4

This means that we can ensure that only valid departments are entered. You’ll see why this can be quite important later on.

 

 

 

 

 

 

 Also, the data is actually pulled in from a SharePoint list.

InfoPath5

 

This means that these lookup lists can easily be managed without having to edit the InfoPath form. We can also set security on the SharePoint list to ensure only specific people can make changes to the department details.

InfoPath also has rules and events we can work with. We could actually set this up so all the staff names appeared in another drop down and that once a department has been chosen only the staff in that department are shown (or vice versa. You choose your name and your department is automatically filled out)

 

 

This totally solves the Data Validation problem mentioned above.

So what about calculation?

Easy!

InfoPath6

Same form as above with the same data entered

However this time the summary data is updated automatically.

We’ve set the summary fields to do a simple bit of addition and then made them read-only so they just work on there own without any user input needed!

InfoPath7

 

Sorted!

Data Validation and Calculation all dealt with quickly and easily.

 

 

 

 

It would understandable if you were still a little sceptical at this point though. As previosuly mentioned lots of similar functionality is already available all across the Office suite. That brings us onto the final point made above.

Trapped Data

The real magic happens when this is published to a SharePoint site.

When the form is published we can specify that the summary fields are to be pushed through to the SharePoint form library.

InfoPath8

 

This is called “property promotion”.

 

 

 

Here is the time sheet Tom Anderson just filled out on the SharePoint site.

InfoPath9

You can now see how many hours Mr Anderson worked that week without even opening the file!

Multiply this across the whole team and you can see at a glance what everyone was up to!

Let’s throw a bit of SharePoint magic in.

We’ve grouped by Department and then by Week Commencing Date.

InfoPath10

 

 

 

Can you see why it was important to get the department entry consistent?

We can now get a real overview of the hours entered by each person.

 

 

 

 

 

 

 

 

 

 

 

 

And one finishing touch.

We’ve changed the view so SharePoint sums the totals fields.

InfoPath11

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

This can look a little confusing when your grouping as it gives you overall totals as well as a total at each group level. You’d be better setting up a filtered view to do this.

Something like this.

InfoPath12

We've removed a level of grouping and filtered to only show the Sales team.

You can now see really easily over the last two weeks the Sales team have posted 18 hours of overtime.

Just to show off….you could then dump this out to Excel for further analysis.

 InfoPath13

This waschart was created with about five clicks of the mouse. Getting that report together for the boss would be nice and simple.

Finally one other cool thing about using SharePoint and InfoPath for a solution like this.

The files themselves are stored in XML format.

InfoPath14

This means if you needed integration with another system (your accounts package for example) this makes the whole thing a lot easier.

We’ll stop there….this was supposed to be a quick introduction!

If you’ve made it to the bottom of this post thanks for the reading!

This was just one example of how you can use InfoPath in a real world scenario.

There is lots more you can do, especially when you put it together with SharePoint.

For example, imagine having an expenses form tied into a workflow so that management approval is required when a certain monetary threshold is met?

Hopefully this all makes sense and you can see why we're such fans of InfoPath.

If you'd like to discuss how InfoPath or SharePoint could work for your business, please get in touch