Wednesday, 1 May 2013

Modify SharePoint 2010 Survey in InfoPath

1) List-Based Info-Path Form: Here you can edit the new item, view, and edit form in SharePoint 2010. This is typically activated from the ribbon by click "Edit in InfoPath". Due to all the rules and functionality surrounding the 'survey list', customing the form in InfoPath is not supported. You can confirm this by going to the survey list in SharePoint Designer 2010 and clicking the button "Design in Infopath". Therefore you can attempt to create a single level survey using a custom list instead of a survey list. You can edit the new item form using InfoPath for any format that best meets the needs of your end users.
2) Document-Based InfoPath: If a simple, single level form is not robust enough, then using a List-Basd infopath form will not work. If you need more than a change to the 'look and feel' and require robust functionality, then you can looks toward a document-based infopath form. A document-based infopath form is stored in a "Form Library". It can be based on a content type or on indepedent values. Instead of editing the look of a list form, the form library saves the infopath XML file to the library. That means you can do more with the templte of the form library. We included rules, validation, and custom C# coding in our infopath form libraries, while keeping them all "browser enabled". Browser-enabled means you don't have to open InfoPAth on the desktop to view and interact with the infopath form.
To meet you reporting requirements, all of the information would have in a survey can be uploaded to SharePoint with either method above. DBInfoPath requires specifying which values to pass into the library if you want to leveraging them in the form library. You can use excel, performancepoint, KPIs, views, filters, and sorting to give you the reports you are looking for an a quick and easy solution.

1 comment:

  1. We can't modify survey over InfoPath.
    Here is example how to modify survey layout in SharePoint 2013

    I have an example custom css for SharePoint 2013 Survey as follow :

    http://menetes.blogspot.com/2015/01/customize-survey-form-in-sharepoint-2013.html

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