Technology

What is InfoPath and Its Alternatives

InfoPath was a powerful tool that changed how organizations managed InfoPath form templates and workflows. As part of the Microsoft Office suite, InfoPath allowed you to create electronic forms to collect, share, and integrate structured data into business processes.

Microsoft announced the discontinuation in 2014, mainstream support ended in 2016 and extended support will end in July 2026. InfoPath left a lasting impact on organizations that used its advanced XML format for building templates, so many are looking for an indirect successor.

In this guide we’ll explore the main features of InfoPath, how it helped enterprises streamline processes and solve complex problems, and examine replacements for InfoPath in the modern technology landscape.

InfoPath Forms: the Tool and Its Functionality

InfoPath was a Microsoft tool that allowed organizations to design digital forms for data collection and efficient management of business operations, frequently working alongside SharePoint. These templates could be published across a network or used with SharePoint Server to collect and store information.

The template-based approach allowed forms to include various controls such as text boxes, radio buttons, drop-down menus and more advanced elements like conditional formatting. It was perfect for enterprises that needed to integrate forms into their operational processes efficiently.

1. Form Creation and Management

InfoPath’s strength was in designing and managing templates. Organizations used those templates as their primary tool for data collection and InfoPath made this process better by using XML that could be adapted to complex requirements thus optimizing business procedures.

InfoPath really came into its own when it came to crafting and keeping track of templates. Companies relied on those templates as their go-to tool for gathering information, and InfoPath made it easier to use them by leveraging XML formats that were flexible enough to handle all sorts of complicated needs which in turn helped to streamline business processes.

2. Logic Integration

InfoPath’s logic integration was one of its key features. Beyond static templates it enabled dynamic behavior making templates interactive and responsive to user input. InfoPath used multiple programming and markup languages to achieve its dynamic functionality: XML, C#, VBA.

3. SharePoint Compatibility

InfoPath’s integration with Microsoft SharePoint turned it from a data-entry tool to a collaboration powerhouse especially with the use of SharePoint templates. By using SharePoint you could deploy, manage and share these templates across teams and improve workflows.

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InfoPath Alternatives

Microsoft’s discontinuation of InfoPath forced companies to look for alternatives that offer similar functionality but address the limitations. The transition requires careful planning to ensure operational continuity while adopting modern features.

InfoPath alternative

1. Microsoft Office 365 Tools

Microsoft did not release a single direct replacement for InfoPath. Instead, its capabilities were split across several modern tools in the Microsoft ecosystem. Here’s the clear breakdown:

  • Power Apps: Form creation and automation within Microsoft 365; supports complex workflows but requires new approach.
  • Microsoft Forms: Simple form creation; good for basic surveys but not for enterprise workflows.
  • Power Automate: Automates processes previously handled via InfoPath and SharePoint workflows.

While these are familiar to many and integrate well with existing Microsoft infrastructure, they require a significant rethinking of current processes.

2. SharePoint-Focused Third-Party Tools

For companies heavily invested in SharePoint, alternatives include:

  • Nintex: Advanced templates with strong SharePoint integration.
  • Plumsail: Smooth replacement experience within SharePoint.
  • Skybow Studio: Enterprise-grade templates and workflow capabilities.

These tools offer a smoother transition for SharePoint-dependent companies but come with additional licensing costs.

3. Custom Development

Custom-built solutions offer flexibility to address specific needs:

  • Pros: Tailored functionality and precision in solving unique problems; full control over features and integration.
  • Cons: High development costs, ongoing maintenance requirements, potential for undocumented features or logic, and dependency on specific developers or teams.

Custom software is an expensive and resource-intensive approach usually justified only for very specialized requirements.

4. General-Purpose Form Builders

Off-the-shelf solutions offer a balance of functionality and usability:

  • Typeform: Good for visually appealing templates for basic use cases and customer-facing scenarios.
  • Google Forms: Simple solution for basic checklists and info collection, especially for organizations using Google Workspace.
  • JotForm: More advanced features while remaining accessible and easy to use.

These are affordable but may not have the advanced capabilities needed for complex industrial use cases or deep enterprise integration.

Checklist Software

For industries that need more than simple forms, checklist software is an InfoPath replacement. These platforms (for ex., ProcessNavigation, Tulip, iAuditor) are designed to overcome the limitations of traditional tools and address the specific needs of production and quality management processes.

Why choose dynamic checklist solutions?

  • Comprehensive Functionality: These platforms have features like versioning, persistent IDs and integrated media (e.g. images and videos) beyond what InfoPath offered.
  • Simplified Migration: Many solutions allow automatic import of existing JSON data, making the transition from InfoPath easier. The InfoPath migration process is streamlined with tools that can parse InfoPath entries and convert them to modern formats.
  • No-code Customization: No-code principles allow quick and easy updates to templates and protocols without programming skills. A common challenge when replacing InfoPath.
  • Industrial Scalability: Checklist software is designed for large-scale use, with robust change tracking and compliance. Information can be stored in enterprise-grade databases or cloud storage with version control.
  • Mobile and Offline Capabilities: Unlike InfoPath’s limited mobile capabilities, modern solutions provide native mobile apps with offline functionality, users can complete templates even without internet connectivity.
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infoPath Migration Strategy

A successful InfoPath migration requires a structured approach to minimize disruption and ensure operational continuity:

PhaseDescription
AuditCatalog all InfoPath entries across SharePoint sites, identify which are active vs. deprecated. Document dependencies, custom code and integration points.
CategorizationGroup templates by complexity (simple, medium, complex) and determine target platforms. Simple templates might migrate to Microsoft Forms, complex ones to Nintex Forms or other specialized solutions.
PrioritizationStart with high-value, frequently used templates and save rarely used ones for later evaluation or retirement. Focus on templates that are most strategic or pose the greatest risk if they fail.
Pilot migrationTest the migration approach with a pilot before full deployment. This will help identify issues and refine the process.
Data migrationPlan how historical data in template libraries will be moved to new systems. Develop scripts or tools to extract structured information and convert to new system format.
User trainingPrepare end users for new solution with documentation, training sessions and hands-on practice. Address concerns and gather feedback early.
Parallel runningRun old and new systems in parallel during transition period to ensure new solution works and users are comfortable with it.
RetirementDecommission InfoPath templates only after new systems are working properly and all historical information has been migrated or archived.

This phased approach minimizes risk and ensures operational continuity during transition, typically takes 12-18 months for organizations with large InfoPath portfolio.

Conclusion

Microsoft platform was great for process automation through customizable templates. But with the legacy system discontinued and official support ending, organizations need to find alternatives that address evolving needs and offer modern digital capabilities.

What replaces the legacy platform? The answer depends on your requirements:

  • For organizations deeply invested in the Microsoft ecosystem, Microsoft Power Automate and other low-code platforms provide full functionality, but with different licensing and complexity considerations.
  • For SharePoint-based environments, third-party tools like Nintex templates, Plumsail templates or Skybow Studio offer more direct replacements.
  • For simple scenarios, even Excel may be enough.
  • For industrial and quality management use cases, dynamic checklist software is the best solution.

While Excel, custom software and standard solutions are options, dynamic checklist software is the perfect answer for industrial use, with the right balance of functionality, usability and modern capabilities.

By addressing the limitations of the legacy platform and adding features for modern processes, dynamic checklist platforms provide seamless integration, scalability and usability. As organizations move into the post-legacy system era, these solutions offer a practical path forward, balancing innovation with efficiency to increase productivity.

The key is not just finding a legacy platform replacement but selecting a modern solution that positions your organization for future success with mobile functionality, process automation, intuitive design and ongoing vendor assistance.

FAQ

Migrating InfoPath forms starts with auditing all the forms in your SharePoint Server setup. The first step is to sort them into categories by complexity—simple, medium, complex—and then prioritize your most important ones. Try out a pilot migration with a sample group, then get your data stored in the new system. Train your users and have both the new and old systems running side by side to ensure the transition doesn’t cause any hiccups. For a big portfolio, you’re probably looking at 1-2 years. Using a reliable alternative to InfoPath means your teams can whip up new forms in no time—including custom jobs or new ones based on old templates. Many modern platforms integrate with Microsoft Word or Microsoft Power Apps, making it easier to design templates while keeping familiar tools in the workflow. The fact it’s got a user-friendly interface should also mean you can get your staff up and running on it pretty quickly even if they used to swear by InfoPath. Just be sure to keep an eye on those tricky structures like hierarchical data fields in tree views—you might need to do some careful mapping, especially if your forms rely on validation rules or other advanced logic.

The data stored in your legacy InfoPath Forms Services libraries is still structured on your SharePoint Server and will remain accessible even after Microsoft InfoPath Forms Services was retired in July 2021. However, come July 2026, you won’t be able to open or edit these entries through your browser anymore. If you want to hang onto your historical data, you’ll need to start thinking about extracting it and moving it to your new system. A lot of organizations use custom scripts to export information to SharePoint lists or Dataverse—this way they can create all sorts of new forms, or even new InfoPath forms in the target platform, while taking advantage of modern workflow automation features to keep operations running smoothly.

Coming July 2026, continuing to use Microsoft InfoPath is looking like a pretty risky move — here’s why: Your browser-based forms will just stop working, which will cause all sorts of problems. The longer you leave it, the more security vulnerabilities you’ll have to deal with because the software won’t be patched anymore. It’ll be totally incompatible with new SharePoint and Microsoft 365 updates. You’ll lose mobile availability and have to deal with all the technical maintenance headaches. In regulated industries, you could face compliance issues. The bottom line is, getting a good InfoPath replacement is the only way to keep creating forms, continue running your ops, and take full advantage of modern forms platforms whether that’s workflow automation or solutions that integrate with Microsoft Word without downtime or data loss.

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