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SharePoint and Forms


Site By: Ian Morrish
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Microsoft Windows SharePoint Services 3.0 (WSS) & MOSS Demo site by Ian Morrish

You have several options for dealing with forms requirements on the SharePoint Platform.

For WSS 3.0 only platforms, you have the following options:

  1. InfoPath supported Document Libraries
  2. SharePoint Lists (including Survey List template) and default list views
  3. SharePoint lists and the Data Form
  4. Custom ASP.Net solution

MOSS Standard has all the capabilities of WSS and nothing more :-(

MOSS Enterprise or MOSS for Internet licensed users has the additional ability to allow filling in and rendering of InfoPath forms via HTML (see the demo on the right).

A full list of InfoPath resources on this site can be found here...

There are key technical and business considerations that have to be assesed when deciding on a forms solution:

  1. How much data will be collect (tens of thousands of items will not be good for storing in SharePoint)
  2. Security/privacy of the data being collected and stored
  3. Data Entry validation requirements

InfoPath Document Library features and InfoPath client:

Good

  • Rich UI with spelling and field validation
  • Data can be selected from multiple sources 

Bad

  • Can't be used by anonymous users 
  • Client must be deployed for data entry (some form rendering possible with Data View web part or 3rd party solution)
  • InfoPath client must be deployed to desktops (or use SoftGrid)

SharePoint Lists:

This is probably the first option you should consider as it comes out-of-the-box. This is a good solution if:

  • Only a few thousand items will be collected.
  • You are happy exporting the data to Excel/Access for analysis/reporting.
  • SharePoint Security is adequit for the data. e.g. List item security

Data Form Web Part:

An example of thsi is my feedback for on this site which can be seen here...

Custom ASP.Net Solution: 

 Sample of Form Server rendering

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