Microsoft InfoPath 2010
The official blog of the Microsoft InfoPath team

What's New in InfoPath 2010?

What's New in InfoPath 2010?

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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 Tools
New 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.

InfoPath 2010 Designer New Tab

Stay tuned for more details on our new and improved form design features!

Layout your Forms Using Pre-built Page and Section Layouts
Laying 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:

InfoPath 2010 Designer Layouts


New and Improved Controls
We’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:

  • Picture buttons – Instead of the default gray button, use any image as a button in your form.
  • Hyperlink capabilities –Allow users to insert their own hyperlinks when filling out forms.
  • Date and time picker – Allow users to insert dates and times in their forms
  • Person/Group pickers – Updated! This is now a first class control and is included by default in the Controls gallery.
  • Signature Line (Editor Only) – Allow users to digitally sign a  form

Controls and functionality that are now supported in browser forms include:  

  • Bulleted, numbered, and plain lists, multiple selection list boxes, Combo boxes, Choice group and sections, and Filtering functionality.

Add Rules to your Forms
With 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:

InfoPath 2010 Designer Quick Rules

Publish Forms Quickly
Our 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 Lists
Using 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:

 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 Applications
With InfoPath 2010, SharePoint Server 2010, and SharePoint Designer 2010, you can easily create powerful team, departmental or enterprise applications on top of SharePoint Server.

  • Form-based applications: InfoPath forms can be integrated with components such as workflow, reporting, and custom Web pages to create rich form-based applications.  
  • Document Workflows: InfoPath can be used to design custom workflow initiation and task forms that drive document management processes.
  • Business Connectivity Services: Integrating with BCS, it is straightforward to design InfoPath forms that create, read, update, and delete business data from a back-end system. 

Stay tuned for more details on creating SharePoint applications!

Create Mashups using the InfoPath Form Web Part
Now, 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 Code
Using Visual Studio Tools for Applications, you can add managed code to your forms.

Stay tuned for more details on programming with InfoPath! 

InfoPath Editor
The InfoPath 2010 Editor Fluent user interface provides a much improved, simpler user experience for filling out forms.

Form opened in InfoPath 2010 Editor:

InfoPath 2010 Filler
 
SharePoint Workspace
InfoPath 2010 is the forms technology used by SharePoint Workspace 2010 for creating and filling out forms.

InfoPath Forms Services Administration and Management
We 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

 

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  • Right off the bat I think you should mention that InfoPath 2010 is broken into 2 programs: Designer and Filler  (that is a pretty important difference!)

  • Hi

    When are Infopath going to implement an alignment tool like the one in visual studio or MS Access.

    When is it going to be possible to hard code page/Guid width, table width and section width, so the lower levels has to fit inside the higher level. And not like now, where if one lower lever item is expanded, then all higher levels expand to.

    Generally designers work the other way around, from the outside in, since your part has to fit inside something else.

    Best regards

    Jan Sohn

  • Once I create a form I like to ensure no one has access to change the design or content.  How do I restrict design access and password protect the document?

  • Not allowing an Office 2010 Standard install the ability to fill out forms generated in Infopath is nothing but greedy.  Thus, in the year 2011, only the rich can deploy electronic forms for their organizations.  Have we not paid enough already over the years for your Office Suite?

  • Any chance "quick publish" will be added to the command line for Infopath 2010?

  • please send me details about how to do quick publish in infopath 2010

    in details

  • I've bee searching the Web for days trying to learn how to export InfoPath data in an Outlook email that has the body of the message as an InfoPath form. How does one port data into Excel after receipt via email?

  • wow threre many some feature on infopath 2010 http://www.pembolang.com

  • hOW to Instal new Themes on infopath 2010????....

    chordsmantap.blogspot.com/.../bankmandiribankterbaikdiindonesia.html

  • I want to open an existing xml form in 2010 Designer. I have tried to right-click on the file to look for "Design" in the menu, but it does not exist.

    I simply want to edit and add a few buttons in an existing xml, which was created in 2007 version of InfoPath.

    Thanks.

  • Hi Jaco,

    The XML file simply stores the data - to make design changes, you need to make those modifications in the XSN - not the XML. Then after publishing those changes, your existing XML files will pickup the changes - assuming you have not changed the default setting in the XSN.

    NOTE: Be sure to have a backup copy of your exiting XSN!

    Scott

  • Thanks Scott.

    But... I do not have a template of the specific XML. Is there any way I can "Save as" or create a template from the specific XML?

  • Hi Jaco,

    There is a way you can make changes but before I go into that, where did you get the XML file? If you can successfully open that XML file with InfoPath then there is an XSN somewhere that you have access to. Try this:

    - Open the XML file you have with Notepad

    - Near the top of that XML you will find an "href" processing instruction - this points to the XSN from which that XML file was created

    Are you able to get to that XML file?

    If I have misunderstood and you simply have an XML file and no access to the XSN, then you can start designing your XSN like this:

    - Launch InfoPath Designer

    - In the Available Form Templates window, look at the "Advanced Form Templates" section. Select "XML or Schema" and then click the Design Form button

    - From the Data Source Wizard screen, click the Browse button

    - Select the XML file you have and click Open

    - Back in the Data Source Wizard, Click Next

    - Choose No to the "Do you want to add another XML Schema..." question and click Finish

    - You will then be presented with a question regarding default data - this simply means if you choose Yes to this, whatever data exists in your current XML file will be used as default values whenever you create an instance of this new template. Typically this answer is No but that choice will be yours.

    Once this is done, you will have the beginnings of an InfoPath Form Template (XSN file) that is based on the "schema" of your current XML file. You will then need to layout those fields on your InfoPath view as you want them. This process does *not* create the layout (the UI portion) -it simply gets you started with the correct schema.

    If you are new to InfoPath, the following may be helpful:

    InfoPath 2010 Training Labs

    msdn.microsoft.com/.../gg180739.aspx

    Scott

  • Scott, you are a bloody genius!! :-)

    I managed to open the .xsn following your advice by opening the .xml in Notepad.

    I then simply copied the file-path into InfoPath Designer and there you go...

    Thanks again for the assistance.

  • Hi Jaco,

    Glad that process worked for you!

    Scott

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