Here's a quick overview of some of the great new features in InfoPath 2010. Stay tuned for upcoming posts with more details!
Microsoft InfoPath 2010 makes it easier than ever to design electronic forms. InfoPath now includes the Office Fluent UI and allows the creation of powerful, interactive forms, without having to write any code. With a few clicks, Office users can customize SharePoint list forms, add custom layouts and rules to validate the data, and take them offline in SharePoint Workspace.
IT professionals can create custom forms for document workflows and Office Business Applications that include managed code, digital signatures and that connect to line of business data.
In InfoPath 2010, we’ve made some big investments to make it much easier to build rich forms-based applications on top of the SharePoint Server 2010 platform.
Quickly Design Forms with Easy-to-Use ToolsNew features to help you quickly and easily create forms include our new Fluent UI, pre-built layout sections, out-of-the-box rules, improved rules management, and varied styles.
The New tab in the Designer Backstage presents you with the available form templates that you can choose from. Most templates start you off with a default layout table.
Stay tuned for more details on our new and improved form design features!
Layout your Forms Using Pre-built Page and Section LayoutsLaying out your form and making it look more attractive is now easier than ever. Insert one of our pre-built page layouts to give your form structure. Then, insert some section layouts into the page layout to start building your form.
Page and Section Layouts in InfoPath Designer:
New and Improved ControlsWe’ve added some new controls and narrowed the feature gap between client and browser forms, ensuring a more consistent form filling experience for all our users.
New controls in InfoPath 2010 include:
Controls and functionality that are now supported in browser forms include:
Add Rules to your FormsWith our new out-of-the-box rules (or quick rules) and improved rules management UI, you can easily add rules to validate data, format your form, or perform other actions with just a couple of clicks, and without any code.
Quick Rules in InfoPath Designer:
Publish Forms QuicklyOur new “quick” publish functionality allows you to publish forms in a single click (no more clicking through the Publishing Wizard every time you want to make an update to your forms!)
Create Forms for SharePoint ListsUsing InfoPath, you can now extend and enhance the forms used for creating, editing and viewing items in a SharePoint list. In a browser, simply navigate to a SharePoint list, and on the SharePoint Ribbon under List Tools, choose the Customize Form option. This will automatically generate a form which looks very similar to the default out-of-the-box SharePoint list form.
You can then customize and enhance this form by modifying the layout, creating additional views or pages, and adding rules to validate your data, show or hide sections of the form or set a fields value (to name just a few of the options).
Example of Customized SharePoint List Form:
Stay tuned for more details on SharePoint List Customization!
We recommend using a form associated with a SharePoint list when possible. This provides the most straightforward design and form management experience. However, there are more complex scenarios where using a form associated with a form library is preferred e.g. if your form has a complex schema or if you need to add code to your form.
Create SharePoint ApplicationsWith InfoPath 2010, SharePoint Server 2010, and SharePoint Designer 2010, you can easily create powerful team, departmental or enterprise applications on top of SharePoint Server.
Stay tuned for more details on creating SharePoint applications!
Create Mashups using the InfoPath Form Web PartNow, without writing a single line of code, you can host your InfoPath browser forms in Web pages by simply adding the InfoPath Form Web Part to a Web Part page. You can also connect it to other Web Parts on the page to send or receive data.
Stay tuned for more details on the InfoPath Form Web Part!Build Forms with CodeUsing Visual Studio Tools for Applications, you can add managed code to your forms.
Stay tuned for more details on programming with InfoPath!
InfoPath EditorThe InfoPath 2010 Editor Fluent user interface provides a much improved, simpler user experience for filling out forms.
Form opened in InfoPath 2010 Editor:
SharePoint WorkspaceInfoPath 2010 is the forms technology used by SharePoint Workspace 2010 for creating and filling out forms.
InfoPath Forms Services Administration and ManagementWe have invested in many improvements to make it easier to manage your InfoPath Forms Services as a component of Microsoft SharePoint Server 2010.
We hope you enjoy using InfoPath 2010 and look forward to getting your feedback!
The InfoPath Team
I am stunned at some of this and absolutely cannot wait to get my hands on some of this. I can't test half of it due to not having SP10 yet, but as soon as I do, I'll be putting it all through the ringer.
I've replied on an item-by-item basis to this blog post in the Technical Preview newsgroup for InfoPath. No one else is in there yet, but hopefully that changes.
Here are my major, MAJOR highlights from this blog post: InfoPath Form Web Part, Modifying SP list/library forms, being able to do filtering/choice controls/multi-select list boxes/etc in browser forms, and the rules manager
What is the difference between Editor/Filler and Designer? Any licensing difference? Does 2010 support export to HTML and publish to SharePoint with standards such as XForms?
SevenFlavor, I posed that same Designer/Editor question on the TechReview newsgroup for IP10 right after I got ahold of IP10 and saw that it had two separate programs despite only one install. I am curious to see if the Editor will be free without licensing so that it can compete with the Adobe Reader. If so, that would be awesome. I have also blogged about these new features and my observations so far.
As for the "export to HTML," I have confirmed that when filling out a form, you have the option of going to Backstage > Share > Export to web, and the available formats are .MHT and .MHTML. The resulting file renders in the browser nicely for me. You can also Export to Excel or save straight to PDF/XPS from the same Share screen.
The email options are neat - there are 3. You can email the so that it can be filled out inside the email (requires Outlook, and it says Outlook + InfoPath must be matching versions - hmmm). You can have the form render in the email while also attaching the template (XSN) so that the user can fill it in offline (this is cool, because I've seen people wanting to do a hybrid SharePoint/InfoPath + Outlook/Offline solution on forums). The last option is to just send a read-only version of the filled-out form so that they can see the data but can't change it.
With regards to the Editor \ Designer distinction, designing and filling out forms are two distinct tasks typically performed by different users, that’s why we created two different entry points on the programs menu. There are no plans to have separate installers for Designer & Editor.
As a user and a designer, I don't think it matters. I can't remember ever clicking on InfoPath to open it before then choosing an XML file to view. I just click on the XSN (or click New in SharePoint) or click on the existing data file. I suppose maybe some people use it that way, but I never have. Part of that would be due to doing 95% of my InfoPath work in SharePoint where you click new or click the existing XML file, but it still seems like an unnecessary distinction. However, having the Editor as a separate, free installation would be an epic improvement to help us (those who build solutions), help users (those who use solutions), and Microsoft (those who make tons of money off our solutions).
Where is the Conditional Formatting option in 2010? It used to be in the properties window for a field or section. The button has been removed, am I missing it somewhere in the new ribbon?
- Select the control
- The "Control Properties" tab should light up and you should see "Manage Rules"
- Click the New button on Manage Rules and select Formatting
That's exactly what I was looking for. Thank you!
I liked the new UI which is in the consistence with the Office look and feel and especially the new templates for SharePoint Lists and Document Library are excellent. And even it provides easy to use tools for building the forms...
In the Technical Preview Build we are not even able to publish the infoPath form to MOSS 2007/WSS 3.0 Sites :(
We have to still wait for the SharePoint 2010 for evaluating the InfoPath features... I am eagerly waiting to evaluate this...
This looks like it is a vast improvement from the current offering. We look forward to evaluating it.
From Article above: For SharePoint:
"Document Workflows: InfoPath can be used to design custom workflow initiation and task forms that drive document management processes. "
Today using InfoPath 2007 also Initiation and Task forms can be created. What's new or enhanced in InfoPath 2010 for SharePoiint 2010 for creating Initiation and Task forms ?
New in Office 2010, you can now customize your workflow forms more easily. Starting in SharePoint Designer, you can click the Design Forms in InfoPath button and InfoPath Designer will launch and automatically generate a default workflow form for you. You can then customize this form further.
I'm still not sure I understand the Infopath Filler v InfoPath Designer split. I'd like to publish both in Citrix but if I publish INFOPATH.EXE that gives me InfoPath Filler. InfoPath Designer seems to use the same executable (presumably with a switch to put it in designer mode?). My question is essentially this: If I wanted to create a short-cut to InfoPath Designer manually on my desktop what would the contents of the location box look like?
Changes look great, looking forward to using it. One big limitation was only supporting XPath 1.0, does IP2010 allow using XPath 2.0?
While I enjoy the ability to create custom forms and add them to SharePoint etc... I wish I could make a simple form that can be emailed to a customer in view only mode and be able to add attachments such as reference drawings, photos, product test results and so forth.
It seems like it would be so simple to allow attachments via email.