Configure InfoPath Forms Services

InfoPath Forms Services in SharePoint Online lets you deploy your organization's forms to your site, enabling users fill out these forms in a web browser. You can configure InfoPath Forms Services in any of several ways, depending on the needs of your organization.

In this article


Overview

This article discusses settings that apply only to user form templates, which are form templates that are not deployed by a developer through sandboxed solutions. User form templates don’t require Full Trust, and they don’t contain code or other business logic.

 Note    To learn more about Full Trust in InfoPath, see the “Deploying Form Templates That Require Full Trust” section of How to: Deploy InfoPath Form Templates with Code.

Form designers can publish user form templates to a list or a form library in a SharePoint Online site collection. Because user form templates can be deployed by many users, a server can potentially host thousands of user form templates. In large numbers, even form templates that contain no business logic can put a heavy load on the server.

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Configure browser-enabled user form templates

When form templates are published to a server that is running InfoPath Forms Services, the designer of the form template can choose to make the form template browser-enabled. This allows a user to fill out the form in a web browser.

As an Administrator, you can configure the following template settings for browser-enabled user form templates:

  • Enable or disable publishing of browser-enabled form templates   . If you disable publishing, form designers can publish only form templates that are not browser-enabled. In this case, all browser-compatible features are disabled in the form template.
  • Enable or disable rendering of browser-enabled form templates.    If you disable rendering, users cannot use a web browser to fill out the form and must use Microsoft InfoPath Filler 2013 to open the form.

By default, browser-enabled user form templates can be published and rendered.

To configure browser-enabled user form templates

  1. Verify that the user account that is performing this procedure is a member of the Site Collection Administrators SharePoint group.
  2. On the SharePoint admin center page, click InfoPath.
  3. In the User Browser-enabled Form Templates section, specify how you want user form templates to be processed by InfoPath Forms Services by completing the following steps:

 Note    These settings apply only to form templates published to form libraries. Workflow form templates and list forms are not affected.

  1. Select the Allow users to browser-enable form templates check box to allow users to publish browser-enabled form templates.

 Note    Clearing this check box disables browser-enabled form templates across the entire site collection.

  1. Select the Render form templates that are browser-enabled by users check box to allow browser-enabled form templates that users publish to be rendered in a web browser.

 Note    If this option is not selected, users can still publish browser-compatible form templates to form libraries, but these form templates cannot be filled out in a web browser.

  1. Click OK.

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Configure exempt user agents

To make indexing InfoPath forms faster and easier, you can specify which user agents to exempt from receiving an entire webpage to index. This means that when a user agent you’ve specified as exempt encounters an InfoPath form, the form will be returned as an XML file (which looks like a hierarchical text file) instead of an entire webpage. You can use the procedure below to select this option and populate the agent list.

  1. Verify that the user account that is performing this procedure is a member of the Site Collection Administrators SharePoint group.
  2. On the SharePoint admin center page, click InfoPath.
  3. In the Exempt User Agents section, select the Customize the list of exempt user agents check box, and then do one of the following:
  • To add a user agent to the exempt list, type a name in the Name box, and then click Add.
  • To remove a user agent from the list, select the name, and then click Remove.
  1. Click OK.

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Applies to:
SharePoint admin center, SharePoint Online Enterprise (E1), SharePoint Online Enterprise (E3 & E4), SharePoint Online Midsized Business