Chapter 12

Managing Forms


  • Information collection techniques with InfoPath 2013
  • How to create an InfoPath form template
  • How to create different types of business logic rules
  • How to connect to external data using InfoPath


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An important aspect of working in a business environment and collaborating with others is the collection of information. A common challenge is to identify ways to make this process more efficient and effective. One solution is to collect information in a form that contains preconfigured fields for the data you want to receive. This ensures that all the required information is collected, and it also helps consolidate information that you can use for comparison or calculations. For example, by collecting feedback from your customers on their satisfaction level with your services, you can identify trends or averages in their responses. If the average of all customer satisfaction ratings is 4.5 out of 5, and a customer submits a rating of 3 out of 5, it is easy to see that the response is below average. If all customer feedback were submitted verbally or via a less structured format such as e-mail or paper, it would be less efficient to compare results in a calculated ...

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