Codeless InfoPath Tutorials and Articles

InfoPath tutorials, articles, and solutions that do not require coding (programming).

InfoPath + SharePoint

InfoPath 2007

Auto-fill a repeating table with data from a SharePoint list when a row is inserted

Learn how to use rules and filters to automatically fill a repeating table row in InfoPath with data from a SharePoint list when the row is inserted.

Automatically add a new item to a SharePoint list using InfoPath 2007 and a custom workflow

Use SharePoint Designer 2007 to create a custom workflow that will add a new item to a SharePoint list whenever a new InfoPath form is added to a form library.

Counting the amount of documents submitted today to a SharePoint library

Use an XPath expression to count the amount of documents that were submitted today to a SharePoint library.

Determine whether Forms Server is installed on a server

Check whether the Microsoft.Office.InfoPath.Server.dll and FormServer.aspx files are installed on the server.

Force InfoPath browser-enabled form to open in the browser

Configure Forms Services and the Form Library to allow and force InfoPath forms to open in the browser.

How to add a data connection to a SharePoint list or library in InfoPath

This step-by-step InfoPath tutorial explains how to add a data connection to a SharePoint list or library and then view the structure of the secondary data source in the Data Source task pane.

How to create a SharePoint Designer workflow that sends an email containing a link to an InfoPath browser form

This article describes how you can create a SharePoint Designer workflow that is run whenever a new InfoPath web-based form is submitted to a SharePoint form library and sends an email, which contains a link to open the InfoPath form in the browser.

How to publish an InfoPath 2007 browser form to SharePoint

Learn which actions you have to take both in InfoPath and SharePoint before deploying an InfoPath form template to SharePoint so that it can be opened and/or filled out using a browser.

How to simulate Excel's VLOOKUP function in InfoPath to look up data in a secondary data source using rules and filters

Learn how to use rules and filters to look up data in a secondary data source (here: a SharePoint list) when an item is selected from a drop-down list box and create functionality similar to Excel's VLOOKUP function, but then in InfoPath.

Set the value in an InfoPath form from a SharePoint Designer workflow

Learn how to promote InfoPath form fields so that you can set their values through a SharePoint Designer workflow.

InfoPath 2010

InfoPath 2010 previous next navigation on a SharePoint list

Learn how you can create an InfoPath 2010 form template with previous and next buttons for navigation through items of a SharePoint list that has been added as a secondary data source to the form template.

InfoPath form to upload an image to SharePoint (no code)

Learn how to create an InfoPath form that can upload an image to SharePoint using a web service data connection and rules (no code).

Date Pickers

InfoPath 2003

Auto-formatting a time field in InfoPath when it loses the focus

Use rules, conditions, the concat() function, and the substring() function in InfoPath to convert the way a time field is displayed from hhmm to hh:mm when the field loses the focus.

Calculating a person's age given a date of birth using rules and formulas in InfoPath

Use rules, conditions, the today() function, the number() function, and the substring() function in InfoPath to calculate a person's age from his/her date of birth.

Calculating time differences in InfoPath without custom code

Use rules in InfoPath to calculate the difference between start and end times, and sum the time differences to get a grand total amount of hours.

Date and time basics in Microsoft Office InfoPath

Understand how Microsoft Office InfoPath uses dates to be able to do your own date manipulations and calculations within InfoPath.

Filtering a list in InfoPath on the current month and day period

Use rules and filter conditions in InfoPath to filter a list containing dates first on the current month and then on a specific period between a minimum and maximum day number.

InfoPath 2007

Calculate the difference between two date picker controls in InfoPath using rules and formulas - no code!

Use rules, conditions, and the number(), floor(), and substring() functions in formulas to calculate the difference between two date picker controls in InfoPath.

Calculating date differences in InfoPath using SharePoint Excel Services

Use an Excel workbook published to Excel Services on a Microsoft Office SharePoint Server 2007 to calculate the difference between two dates in InfoPath without writing a single line of code.

Create a day of the week InfoPath form using rules and formulas

Use a formula to calculate the number for the day of the week (Monday through Sunday) based on a date specified in a Date Picker control, and conditional formatting on sections to show/hide the weekday sections on an InfoPath form.

Forcing users to select a particular day of the week from a date picker in InfoPath using rules and formulas

Use data validation, rules, and the number(), floor(), and substring() functions to derive and check the day of the week when a date is selected from a date picker control in InfoPath.

How to check whether a start date falls before an end date in InfoPath

This article shows you how to use data validation rules in InfoPath to compare two dates and check whether one date falls before another.

How to extract the month name from a date picker in InfoPath

Learn how to use a secondary data source, rules, filters, and InfoPath functions to extract the month name from the secondary data source based on the date that is displayed in a date picker control.

InfoPath 2010

Calculate work days excluding holidays in InfoPath 2010 using SharePoint 2010 and Excel Services

Learn how you can leverage Excel 2010, Excel Services in SharePoint 2010, and the new REST Web Service data connection in InfoPath 2010 to calculate the difference between two dates in InfoPath 2010 by getting back the amount of work days excluding holidays.

Repeating Tables and Sections

InfoPath 2003

Filter a repeating table on a date range using rules and filters

Use rules and filters to filter Microsoft Access database table records being shown in a repeating table on a date range using two date pickers.

InfoPath 2007

Auto-populate a repeating table in InfoPath with sequential dates

Learn how you can use a function and formulas in InfoPath 2007 to populate rows in a repeating table with sequential dates by entering one date and having the rest of dates automatically calculated and displayed.

Filter a SharePoint list in a repeating table in InfoPath on a date range

Use conditional formatting on a repeating table in InfoPath to filter a SharePoint list on a date range using two date picker controls.

How to check whether the values of all fields in a Repeating Table in InfoPath have been set

This article shows you how to use Data Validation rules or Conditions on Rules in InfoPath to check whether all of the fields in a repeating table on an InfoPath form contain a value.

How to create a hidden column in an InfoPath repeating table

Step-by-step instructions describing two ways to hide a column in a repeating table in InfoPath.

How to pre-fill a repeating table in InfoPath with rows of data

Learn how you can add default rows to a repeating table in InfoPath, so that when you open the form, the repeating table already contains a certain amount of rows with data.

InfoPath Basics: Repeating control basics in InfoPath

This article explains the basics of repeating tables and repeating sections in InfoPath.

Selecting the minimum date in an InfoPath repeating table using formulas (no code)

Learn how you can use a formula (no code) in InfoPath to find and highlight the rows in a repeating table that contain the date that falls before all other dates in one of the repeating table's columns.

Drop-down List Boxes and List Boxes

InfoPath 2003

Auto-fill fields in InfoPath from a drop-down list box selection and secondary data source

Use rules and filters on the secondary data source to retrieve information from the secondary data source and fill fields on the form with data related to the selected item in the drop-down list box.

Create a shrinking list in a repeating table in InfoPath

Learn how to use rules and conditions in InfoPath to create a drop-down list box that shrinks in items as rows are inserted into the repeating table that contains the drop-down list box.

InfoPath 2010

Display the first item in a drop-down list box in InfoPath 2010

Learn how you can use an XPath filter expression to set a drop-down list box that is being populated by a SharePoint 2010 list to automatically select and display its first item.

Integrate InfoPath with Microsoft Access

InfoPath 2003

Database record selection in InfoPath through a dropdown list box

Learn how to select an item from a dropdown list box, retrieve the database record corresponding to the item, and display the data in fields in InfoPath 2003.

Master/detail across views

Query and update records within a Microsoft Access database using master/detail functionality across two views in InfoPath 2003.

Sequential database table record navigation

Move sequentially through the records of a Microsoft Access database table by clicking on [First], [Previous], [Next], and [Last] buttons.

InfoPath 2007

InfoPath does not support the specified database. The database must be a Microsoft SQL Server

Learn how to solve the InfoPath error: InfoPath does not support the specified database. The database must be a Microsoft SQL Server.

Use an Access table as a secondary data source in a browser-compatible InfoPath form

Use Microsoft Access' feature to link a table to a SharePoint list and then use this list as a secondary data source in a browser-compatible InfoPath form.