Top 7 Tips to Master InfoPath Inside Viewer QuicklyMicrosoft InfoPath forms are often used to collect structured data, and the InfoPath Inside Viewer provides a convenient way to view and interact with those forms without needing the full InfoPath client. Whether you’re a power user, an administrator, or someone who occasionally opens InfoPath forms, these seven practical tips will help you become proficient faster.
1. Understand the Viewer’s Purpose and Limitations
Before diving deep, know that InfoPath Inside Viewer is designed primarily for form viewing and light interaction, not full form design. It supports filling out forms, reading form content, and executing basic controls, but it won’t replace the InfoPath Designer for creating or heavily customizing forms. Recognize what you can and cannot do so you spend time learning the right features.
2. Learn the Supported Controls and Data Connections
Get familiar with which form controls the viewer supports (text boxes, dropdowns, repeating sections, views, etc.) and which interactive features may be limited. Also, identify whether external data connections (web services, SharePoint lists) are available in the viewer environment. If a form relies on unsupported controls or blocked connections, it may render differently or lose functionality.
Practical steps:
- Open a variety of forms to see rendering differences.
- Test forms that use data connections and conditional formatting.
- Ask form designers which controls were used if behavior seems odd.
3. Use the View Switching and Navigation Efficiently
Many InfoPath forms include multiple views to present different layouts or workflows. The viewer often includes simple navigation to switch views, but designers may hide or automate switching via rules. Learn where the view selector is and how to trigger view changes (buttons, rules, or explicit view controls). Efficient navigation saves time when filling complex multi-view forms.
Quick tip: If a form looks empty or incomplete, try switching views — content may be on another view.
4. Master Form Filling Best Practices
Filling forms quickly and accurately requires some discipline:
- Read field labels and validation messages carefully — the viewer will show errors but may not be as dynamic as the Designer.
- Use keyboard navigation (Tab, Shift+Tab) to move between fields faster.
- For repeating sections, practice adding/removing rows to understand how data is saved.
- Save drafts if the viewer supports local or server-side saving to avoid losing work.
If the viewer integrates with SharePoint or another backend, understand save and submit behavior so you don’t unintentionally overwrite data.
5. Troubleshoot Common Rendering and Data Issues
Common issues include missing data, controls not appearing, or formatting differences. Troubleshooting steps:
- Verify you’re using the latest version of the viewer (updates may fix rendering bugs).
- Check for blocked data connections or permissions issues (especially with SharePoint-hosted forms).
- Open the same form in InfoPath Designer or the full client to compare behavior.
- Clear browser cache if the viewer runs in a web environment and content appears stale.
Document recurrent problems and report them to form designers or administrators with screenshots and steps to reproduce.
6. Leverage Keyboard Shortcuts and Accessibility Features
Speed up interaction by using keyboard shortcuts the viewer supports (common ones include Ctrl+S to save). If accessibility is important, explore screen-reader compatibility and high-contrast modes. Many viewers provide better navigation and efficiency when you know the available shortcuts and accessibility options.
Example shortcuts to try (may vary by implementation):
- Tab / Shift+Tab — move between fields
- Ctrl+S — save (if supported)
- Arrow keys — navigate within lists or repeating sections
7. Communicate with Form Designers and Administrators
The viewer experience is heavily influenced by how forms were built and how the environment is configured. Establish a channel to report usability issues, missing features, or requests for changes. Provide clear, constructive feedback: which controls fail, which data connections are blocked, and examples of confusing workflows. Collaboration helps designers optimize forms for the viewer and can lead to quicker fixes.
Include in your feedback:
- Form name and version
- Screenshot or screen recording
- Steps to reproduce the issue
- Expected vs. actual behavior
Summary Mastering InfoPath Inside Viewer quickly means combining practical hands-on practice with an understanding of its purpose and limits. Focus on supported controls, efficient navigation, good form-filling habits, and clear communication with form creators. With these seven tips you’ll reduce frustration and use the viewer more effectively.