Migrate InfoPath Forms to Office 365

Migrate the SharePoint On-premises InfoPath Forms which are build on 2007/2010/2013 to SharePoint Online / Office 365 / O365.
By using the below steps we can use the InfoPath Forms as it is with out converting to 3rd party solutions.

We can categorize the Forms into 2 Types.

1. Forms Without Code Behind
2. Forms with Code Behind

Steps to Migrate the InfoPath Forms Without Code Behind to SharePoint Online

1. Download the Form Template.
2. Open Template using InfoPath Designer.
3. Create New Form Library at SharePoint Online.
4. Update the Data Connection to Pointing to the New Form Library.
5. Publish it to the SharePoint Online.
6. Migrate the Forms using Migration Tool.
7. Test it.

Steps to Migrate the InfoPath Forms With Code Behind to SharePoint Online

At On-Premises

1. Create new Form Library.
2. Download the Template from old library.
3. Remove the Code Project.
4. Update the Data Connections and others if required.
5. Change the security settings to “Automatic”.
6. Publish it to new library set Publishing scope to “Form Library” and make sure to select the “Enable this form to be filled out by using a browser”.
7. Update and run the PowerShell to copy and update the forms. PowerShell will do the below actions.

• Copy the documents from old library to new library.
• Update the People Picker field values.
• Update the Form Template Url.
• Set the Metadata (Created, Modified, Author, Editor).

At O365

1. Update the Data Connections (We can use both inline or UDCX).
2. Update the Form Name field (if required).
3. Note: since we are using the “User Name” value for Form name fields. User Name is different from On-Premises to O365.
4. Create New Form Library.
5. Publish it to new library.
6. Update the below library settings.
7. Set Allow Management of Content Types to “Yes”.
   Set Default Open behavior to “Use the Server Default”.
8. Migrate only Items using Content Matrix.
9. Republish it (if required).