How to Use SharePoint Online Visio and InfoPath Form Services - dummies

How to Use SharePoint Online Visio and InfoPath Form Services

By Ken Withee, Jennifer Reed

SharePoint Online includes a number of services that organizations adopting SharePoint OnPremise have enjoyed for some time. In addition to Excel and Access Services, SharePoint Online includes Visio Services and InfoPath Forms Services. These services enable the tight integration between products in the Microsoft Office productivity suite and SharePoint.

SharePoint Online Visio Services

Microsoft Visio is a component of the Office productivity suite designed for creating process flows and diagrams. By using Visio, you can create everything from org charts to manufacturing processes. Visio Services lets you embed your Visio documents directly in a SharePoint page.

The result is that anyone in the organization can view Visio diagrams by simply navigating to a SharePoint page — assuming that you have given them permission.

SharePoint Online InfoPath Forms Services

InfoPath is a component of Microsoft Office designed for data collection. In particular, InfoPath creates forms that can submit data to a multitude of sources. By using InfoPath, a form developer can create rich forms that include functionality, such as data validation.

InfoPath Forms Services provides integration with InfoPath and SharePoint. By using InfoPath Forms Services, the forms that have been developed with InfoPath can be used to collect data in SharePoint. In fact, when you create a SharePoint list or library, you are unknowingly creating associated InfoPath forms for these components.

You are creating forms to add new items or edit existing items. When you add or edit an item in a list or library, you need to work with a form. These forms are using InfoPath under the hood and can be customized by using the InfoPath application.

To customize a SharePoint form by using InfoPath, you can click the Customize Form button located on the List tab, which is part of the List Tools tab of the Ribbon.