Creating InfoPath Forms

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Creating InfoPath Forms

Creating InfoPath Forms

Create a Form with Microsoft InfoPath Designer

In this walk-through, you will learn how to create a simple form using Microsoft InfoPath Designer.

  1. Launch InfoPath Designer 2013.
  2. Select a template to design an InfoPath form.
    1. Note in the Available Form Templates page that InfoPath loads at startup there are a couple of templates designed specifically for SharePoint. Both of these templates are preformatted with labels and titles.InfoPath Available Templates page
    2. Select the Blank Form template and click the Design Form button to start the process.InfoPath Blank Form and Design Form circled
  3. Add text and fields to the new blank form.
    1. Click the text Click to add title in the form designer window.InfoPath form with Click to add title circled
    2. Type the following text in the title area: Request for Time Off.
    3. Right-click after the text and select the Paint Bucket icon drop-down, and from the drop-down select the Light Green color.Paint icon colors
    4. Click in the region below the dotted line that the title sits above to place your insertion bar in the upper-left corner.InfoPath form with insertion bar circled
    5. Click the Insert tab at the top of the InfoPath Designer window.Insert tab
    6. Click the arrow in the bottom right corner of the tables list to open it. Select the Two Column with Emphasis 4 No Heading option from the list.Insert tab table list
    7. Type the following text Name: in the top left cell of the table you just added.InfoPath form
    8. Type Start Date: in the cell below "Name:" and type Return Date: in the cell below "Start Date:".InfoPath form
    9. With your insertion point in the last row behind the "Return Date:" text, right-click and select the Insert option then select the Rows Below sub option.Insert Row menu
    10. Click inside the left cell of the new row and type the text Reason:; it should be directly below "Return Date:".
    11. Click inside the top right cell with the text Add control currently in it.
    12. Click the Home tab to view its toolbar.home tab
    13. From the Controls list box in the Home tab, click the Text Box control to add it to the selected cell on the form.home tab
    14. Click inside the Add control cell to the right of the "Start Date:" label.
    15. From the Controls list box in the Home tab, click the Date Picker control to add it to the selected cell on the form.home tab
    16. Repeat the previous two steps to add a Date Picker control in the cell next to "Return Date:".
    17. Click inside the last Add control cell to the right of the "Reason:" label.
    18. From the Controls list box in the Home tab, click the Text Box control to add it to the selected cell on the form.home tab
    19. Right-click the first text box control to the right of the "Name:" label and select the Text Box Properties... option from the menu.Control properties menu
    20. On the Data tab of the Text Box Properties dialog window replace "field1" with Name in the Field name field. Click the OK button to save the changes.Control properties dialog
    21. Repeat previous two steps to rename the Date Picker controls, "field2" and "field3", to StartDate and ReturnDate.
    22. Repeat the steps for the "Reason:" text box control renaming it from "field4" to Reason, but in addition to the field name click the Size tab in the Text Box properties dialog window and change the Height property from "auto" to 50 pixels. Click the OK button to save the changes.Control properties menu
    23. The final version of our form should look similar to the following image:InfoPath form

      Leave InfoPath open for the next walk-through that will show you how to publish the form to SharePoint.

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