How do I create a form like TurboTax?

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I am looking for a project plan to create a form like the one used in TurboTax. I know this may sound bizarre, however, this is what my boss has asked of me. I work extensively in SharePoint Online, SharePoint Designer, Visio, Excel, & I know how to work with InfoPath forms.

Basically, I need to build a form that will take the user step by step through different sections (which I have found can be applied by means of a "page break" column brought to me by a SharePoint survey list.) However, at the end I need to be able to present the data as answers with column titles as the subject rather than a survey question.

Any tips or suggestions will be greatly appreciated.

Thank you!!

Brittany

Posted 25-Mar-14 3:45am

Member 10698029

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Sergey Alexandrovich Kryukov 25-Mar-14 12:04pm

Then ask your "boss"... :-)
—SA

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Rupesh Tarwade · Answer 1 · 2014-05-02T02:18:00

Using InfoPath form with multiple views, you should be able to achieve this. Use Next and back buttons to change the view and in final view show all the Main connection fields in read-only move. You could also maintain a flag to allow user to just directly to a certain page from the final view.