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 customize 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 SharePointBuild interaction into complex forms without writing codeAdd intelligence to forms with Quick RulesCustomize a SharePoint list form in InfoPathCapture external data and convert Office forms to InfoPath
SharePoint InfoPath Forms Course Outline
Leveraging InfoPath forms in your organization
- Defining the benefits and functionality
- InfoPath Designer
- Forms Services
- InfoPath Filler
Centralizing data collection for business processes
- Replacing disparate forms throughout your organization
- Exploring SharePoint lists and libraries
- Submitting results to SharePoint
Customizing 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
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
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
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
- Utilizing 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
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
