Re: Best Practices on a form that will be a lot of yes/No questions?

wilkies0106aw — Tue, 04 Mar 2014 17:38:24 GMT

Yes, you can export to Excel and/or create an Excel Dashboard for managers with slicers etc.

You can also use the various chart webparts. Depends on what your reporting requirements are.

Note, if connecting to a SharePoint library, security is controlled via the SharePoint library permissions. i.e. if you don't see X in the library, you don't see it in Excel.

Several things to note that I've discovered:

If you're going to print out a form, I've found it better to use a drop down control and not an option control.

When highlighting mandatory fields which must be answered, conditional formatting of a drop down control is far more 'in your face'.

Recording answers.

On a drop down control, set your values to numbers and your display name to text i.e. 0=No, 1=Yes.

The 0 and 1 get recorded in the library, not the Yes/No. You can always create calculated columns, if people what to see Yes or No.

This makes doing math much easier, especially if you're going to use pivot tables - Pivot Tables don't like text.

Hide a submit button until all required questions have been completed.

In addition I avoid using the names of people in form names because:

Not all characters work with a url.

I tend to use a translate function in a MyFileName which is set if blank on form load - translate(now(), !:-T","")

In addition, Names can be very long and use up a lot of characters in web url.

Best Practices on a form that will be a lot of yes/No questions?

Edward Rodman — Mon, 03 Mar 2014 20:59:24 GMT

I just got the specs from the users on the form/questionaire I need to build in Infopath and host in Sharepoint. It will contain 90 questions and yes/No answers.

So it looks like 2 fields, 1 for the question text and one containing Yes/No option buttons. People from various countries will be filling out their individual form based on the template.

I plan to have them select their country from a drop down listbox and name the form with their country and theri name or something like that.

How would I do reporting on this when all the forms are in. Any design issues here..... Would I merge all the forms and export everything to excel...is that a sound way to go?

Thanks for your help.

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Re: Best Practices on a form that will be a lot of yes/No questions?

Best Practices on a form that will be a lot of yes/No questions?