Developing SharePoint InfoPath Forms Training

This introductory SharePoint InfoPath Forms training course, provides the knowledge and skills to design sophisticated forms for quickly gathering information without writing code, and create InfoPath forms for seamless integration into Microsoft SharePoint. You will learn to build interaction into complex forms, capture external data and convert Office forms to InfoPath for optimal design and publishing. You will also learn to integrate InfoPath forms to customise SharePoint workflow and automate business tasks and add intelligence to forms with Quick Rules.

• Basic knowledge of SharePoint technologies

• This course is currently running on InfoPath 2013

Developing SharePoint InfoPath Forms Training Delivery Methods

• Learning Tree end-of-course exam included
• After-course computing sandbox included
• After-course instructor coaching benefit

Developing SharePoint InfoPath Forms Training Course Benefits

• Rapidly create dynamic custom forms for deployment to SharePoint
• Build interaction into complex forms without writing code
• Add intelligence to forms with Quick Rules
• Customise a SharePoint list form in InfoPath
• Capture external data and convert Office forms to InfoPath

SharePoint InfoPath Forms Course Outline

Introduction to InfoPath

Leveraging InfoPath forms in your organisation

• Defining the benefits and functionality
• InfoPath Designer
• Forms Services
• InfoPath Filler

Centralising data collection for business processes

• Replacing disparate forms throughout your organisation
• Exploring SharePoint lists and libraries
• Submitting results to SharePoint

Designing InfoPath Forms

Customising form templates

• Extending templates to meet business requirements
• Adding input controls to enhance the user experience
• Setting default values in fields or controls

Creating new forms from scratch

• Defining page layout with tables
• Building user-friendly forms
• Applying a consistent look and feel
• Adding repeating tables for many values

Enabling Dynamic Form Interaction

Verifying user input based on business rules

• Configuring control properties
• Applying Quick Rules for easy validation without code
• Validating fields with range, required and format conditions

Conditionally formatting fields

• Changing background colours or fonts
• Hiding form sections in response to user actions
• Building robust cascading drop-down lists
• Executing a query from an action rule

Defining form actions

• Dynamically setting the value of a field
• Querying and submitting data
• Loading data with a Change Action
• Setting field properties to read-only

Accessing External Information

Retrieving data from multiple sources

• Integrating data with the Data Connection Wizard
• Connecting to data sources and SharePoint lists
• Populating a control with SQL Server Data

Creating a user interface for business data

• Modifying information inside an InfoPath form
• Submitting changes to the data source
• Loading a repeating table with data

Publishing Forms to SharePoint

Replacing default SharePoint forms

• Submitting to a document library
• Substituting a list default form with an InfoPath form
• Sending a form to SharePoint as a content type

Assessing deployment options

• Promoting items to a form library to extend reporting
• Utilising administrator-approved templates for complex forms containing custom code

Deploying InfoPath forms

• Replacing SharePoint lists with InfoPath forms
• Making new form libraries with form templates
• Creating content types based on forms
• Adding Web Parts to a page to display forms

Enhancing Business Processes with Workflow

Initiating workflow actions

• Building a form to trigger a workflow
• Adding a workflow to a form library

Integrating e-mail and tasks

• Coordinating and delegating tasks to information workers
• Embedding the People Picker into forms

Establishing conditional rules

• Directing workflow actions with form fields
• Generating task assignments based on form data