InfoPath UltimateForms
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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