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MS Office Forum / General MS InfoPath Questions / October 2006

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Is InfoPath suitable for long documents?

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kikifly - 26 Oct 2006 21:09 GMT
We are a financial institution and have a standard due diligence
questionnaire template that is 20+ pages long. The questions and answers are
all in text. Sometimes we change the wording of questions, or add/delete
questions. We currently do this in Word, but get bogged down with formatting
issues. I am debating switching to InfoPath so we can integrate the answers
into SharePoint and SQL. Is InfoPath suitable for a long document such as
this, or is it mainly used for shorter forms such as billing and expense
reports?  Many thanks!
darko - 27 Oct 2006 13:11 GMT
Hi,

InfoPath is right solution for this kind of work, but you will have one
issue when you are add/delete a question, becouse you will have to change the
template. When you change the template, (you add or delete some question) you
will change InfoPath DataSource (schema), and the old question forms will not
open with the new template. To solve this issue, you will have to make a
templates forlder in SharePoint, where you will store each version of the
questionnaire template, with uniwue name, and start the new forms frot that
location, using OpenXmlDocuemt SharePoint JScript function, in order to save
the xml document, linken to the appropriate template, so later you will open
old questionnaire forms with old templates.

Darko

> We are a financial institution and have a standard due diligence
> questionnaire template that is 20+ pages long. The questions and answers are
[quoted text clipped - 4 lines]
> this, or is it mainly used for shorter forms such as billing and expense
> reports?  Many thanks!
Dean - 27 Oct 2006 16:37 GMT
You can put tabs on the top of the form to group the questions and decrease
the vertical scrolling, you can also have optional sections that only display
when needed to decrease the length of the form

> We are a financial institution and have a standard due diligence
> questionnaire template that is 20+ pages long. The questions and answers are
[quoted text clipped - 4 lines]
> this, or is it mainly used for shorter forms such as billing and expense
> reports?  Many thanks!
 
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