InfoPath Ultimate Forms
Design and Integration
Design Environment
X
Stand-alone application, local installation required
✓
Integrated into SP accessible anywhere
Integration
X
Non-native UI and functionality
✓
100% integrated
SP License Required
✓
Enterprise only
✓
Foundation (free), Standard, Enterprise
Layout
Form layout
✓
Sections, drag-n-drop design
✓
Tabs, tab permissions, sections, groups, multi-column layout, custom fragments
Look and feel
X
Designer-generated styling
✓
Configuration + CSS-based styling
SP UI integration
✓
Distinct, foreign look
✓
100% native look
Permissions
Tabs
✓
Groups. Tabs can be implemented as views
✓
Tabs and groups with subsections
Tab permissions
✓
Writable/read-only/hidden using rules
✓
Writable/read-only/hidden through conditions
Column permissions
✓
Writable/read-only/hidden using rules
✓
Writable/read-only/hidden through conditions
View permissions
X
None
✓
Based on current user, with custom default view
Data Structure
Storage
✓
XML file based, stored in document library*
✓
List item based, completely integrated
Repeating sections
✓
Repeating sections in XML, do not map to SP items, not visible in views
✓
Real items in related lists, visible in forms and views
Related items summary
✓
Summary functions within the forms
✓
Automatically calculated, subject to filters. Columns do not need to reside on the form
Column Types
Support for built-in column types
✓
Some column types are not supported (Managed Metadata), others: reduced or modified functionality
✓
All column types are supported
Support for custom column types
X
None
✓
All custom column types from all vendors supported
Custom column types provided
X
None
✓
Associated items, cascading lookup, color choice, KPIs, document link, etc.
Validation and Defaults
Default values
✓
Common to all users
✓
User-specific; passed through URL; content type-specific
Validation rules
✓
Subject to conditions, support for email/URL patterns
✓
Specific to users, subject to conditions, regex pattern support
Validating related items
X
Not supported
✓
Run validation rules based on summary of related items
Actions
Types of actions
✓
Set field value
✓
16 types of actions: update/create/delete items, manage permissions, create list/site, print, etc.
Execution
✓
On value change
✓
On value change, add/update/delete, on timer, manual (ribbon button)
Lookups
Cascading
✓
Yes, in form libraries only
✓
Yes, unlimited levels
Add new value
X
No
✓
Yes, in-line or through pop-up
Filter values
X
No
✓
Yes, multiple filters
Signatures
Signature type
✓
Digital
✓
Electronic
Signature providers
✓
Digital certificate
✓
Active directory, Topaz signature pad, touchscreens, declarative
Displayed in
✓
Forms only
✓
Forms, views, print-outs
Printing
Print templates
✓
Print screen
✓
User-defined, multiple templates with automatic/manual selection
Export/email
X
None*
✓
Convert to PDF and email, with attachments
UI integration
✓
Print from forms only
✓
Print from forms and views, print multiple items at once
External Data
Data sources
✓
MS SQL only, web services
✓
Any DB type, web services, REST APIs
Filter external data
✓
Yes
✓
Yes
Automatic import/export
X
None
✓
Emails, web service, REST, any DB, text files
Color-coding
Type
✓
Background color, font color, boldness, underline
✓
Background color, font color, icons (with or without text)
Displayed in
✓
Forms only
✓
Forms, views, calendars*, print-outs
Item IDs
Templates
X
Not supported
✓
Multiple, automatically selected
Format
X
Not supported
✓
Combination of text, column values, functions, numerator
Applied
X
Not supported
✓
New item, modified item
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