Microsoft InfoPath 2010: Developing InfoPath Forms for SharePoint: Hands-On

Course Overview

Microsoft InfoPath 2010 is a powerful tool for creating forms and gathering data, helping organisations streamline business processes. Integrating InfoPath with SharePoint allows users to design sophisticated electronic forms to quickly and cost-effectively gather information without writing code. This course provides the knowledge and skills necessary to create InfoPath forms for seamless integration into SharePoint.

Hands-On Training

Throughout an in-depth case study, you gain extensive hands-on experience creating InfoPath 2010 forms. Exercises include:

• Designing a form from a preexisting template
• Adding controls to a blank form
• Incorporating repeating regions to a form
• Validating a form with the Design Checker
• Conditionally formatting fields on a dashboard
• Performing a calculation based on input
• Populating a cascading drop-down control from SQL Server data
• Securing parts of the form

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Related Courses

• Microsoft InfoPath 2010 and Microsoft SharePoint 2010
• Microsoft InfoPath 2010: Creating InfoPath Forms
• Microsoft InfoPath 2010: Introduction Level 1
• Microsoft InfoPath 2010: Intermediate Level 2
• Microsoft InfoPath 2010: Administer Forms

Audience

Anyone responsible for creating or designing InfoPath forms. Basic knowledge of SharePoint technologies at the level of Course "SharePoint 2010 Technologies Comprehensive Introduction", or experience with a previous version of SharePoint, is helpful.

Skills Gained

You Will Learn How To

• Streamline business processes by integrating InfoPath forms into SharePoint applications
• Rapidly create dynamic custom forms for deployment to SharePoint or offline
• Build interaction into complex forms without writing code
• Capture external data and convert Office forms to InfoPath for optimal design and publishing
• Integrate InfoPath forms to customise SharePoint workflow and automate business tasks
• Collect digital signatures to ensure completion of the document management process

Course Outline

Introduction to InfoPath 2010

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 out-of-the-box templates

• Extending templates to meet business requirements
• Adding controls to enhance the user experience

Creating new forms from scratch

• Defining page layout
• Building user-friendly forms
• Applying a consistent look and feel

Replacing default SharePoint forms

• New Form
• Edit Form
• Display Form
• Creating multiple views
• Customising task forms

Leveraging existing forms

• Importing forms from Office
• Upgrading InfoPath 2007 forms

Enabling Dynamic Form Interaction

Verifying user input based on business rules

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

Conditionally formatting fields

• Creating dashboards for easy reporting
• Hiding and showing form sections in response to user actions
• Building robust cascading drop-down lists

Defining form actions

• Dynamically setting the value of a field
• Querying and submitting data
• Sending information to a Web Part to provide drill-down effect
• 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
• Selecting XML and SQL Server data
• Populating controls from a data source

Creating a user interface for business data

• Modifying information inside an InfoPath form
• Submitting changes to the data source

Enhancing Business Processes with Workflow

Initiating workflow actions

• Building a form to trigger a workflow
• Adding a workflow to a form library
• Running actions in parallel or serial mode

Integrating e-mail and tasks

• Coordinating and delegating tasks to information workers
• Monitoring workflow activity
• Embedding the People Picker into forms
• Utilising form fields throughout the workflow process

Establishing conditional rules

• Directing workflow actions with form fields
• Writing information to the history log
• Setting up automatic task reminders

Publishing Forms to SharePoint

Assessing deployment options

• Creating a form library
• Extending SharePoint with content types
• Promoting items to a form library to extend reporting capabilities
• Utilising administrator approved templates for complex forms containing custom code

Securing forms

• Exploring security levels within forms
• Authenticating users with digital signatures
• Operating within restricted and full trust security zones
• Enhancing forms with code

• Coding basic functionality for a form
• Taking advantage of Visual Studio Tools for Applications (VSTA)

 

Microsoft InfoPath 2010: Developing InfoPath Forms for SharePoint: Hands-On / 1507

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