Microsoft InfoPath 2013 SharePoint Integration

Duration: 
2 days
Versions: 
2013

Overview

This course applies to the following platforms: SharePoint On-Premise, SharePoint Online. The goal of this course is to provide you with the knowledge required to design and publish forms that work within SharePoint. The course emphasises hands-on experience, with a series of self-guided exercises.

Audience

Each participant will leave with a recognised certificate

Course Outline

  • You will discover how to publish form templates to SharePoint for local and global use and to define content management. You will connect InfoPath forms to various data sources such as SharePoint lists and libraries and also SOAP and REST Web Services. You will be shown how to design and create forms that can vastly improve SharePoint lists such as Tasks and Contacts, also how to customise the document library items' properties to control workflow of documents.

Module 1: InfoPath and SharePoint relationship

  • Bring InfoPath to SharePoint
  • SharePoint Related Form Templates

Module 2: Designing SharePoint List Forms

  • SharePoint Lists in InfoPath
  • SharePoint Properties in InfoPath

Module 3: Designing SharePoint Library Forms

  • Using a List or a Library?
  • Publishing a Form to SharePoint
  • Publishing Properties
  • Submit Options
  • Relink a Form to a Library

Module 4: SharePoint Data Connections

  • What is a Data Connection?
  • Populate Fields from Data Connections
  • Data Source Fields
  • Using SharePoint Connections
  • Offline-Mode Query Support
  • Querying Data Manually
  • Connecting to a Web Service
  • The User Profile Web Service

Module 5: Advanced Controls

  • Using Advanced Controls
  • Hyperlink Control
  • Choice Groups
  • Person/Group Picker Control
  • Unbound Controls
  • Region Controls
  • Template Parts
  • ActiveX Controls

Module 6: SharePoint Content Management

  • Enterprise Content Management
  • Form Templates as Content Types
  • Administrator-Approved Templates
  • Document Information Panel

Module 6: Workflows

  • Process Management vs. Workflow Management
  • Understanding Workflow Stages
  • Creating a Form Approval
  • Custom Digital Signatures
  • User Roles for SharePoint
  • Managing Workflow Status
  • Using SharePoint Workflows
  • E-mail a Form to a SharePoint Library
  • Lesson 7: Reporting Data
  • Merging Forms
  • SharePoint Merge Documents
  • Master / Detail Control
  • Transport Data to Excel

Thinking about Onsite?

If you need training for 3 or more people, you should ask us about onsite training. Putting aside the obvious location benefit, content can be customised to better meet your business objectives and more can be covered than in a public classroom. It's a cost effective option.

Submit an enquiry from any page on this site, and let us know you are interested in the requirements box, or simply mention it when we contact you.

ITILv3, RESILIA, PRINCE2, PRINCE2 Agile, AgileSHIFT, MSP, M_o_R, P3M3, P3O, MoP, MoV courses on this page are offered by QA, ATO of AXELOS Limited. ITIL, RESILIA, PRINCE2, PRINCE2 Agile, AgileSHIFT, MSP, M_o_R, P3M3, P3O,MoP, MoV are registered trademarks of AXELOS Limited. All rights reserved.

Upcoming Dates

  • GREEN This class is Guaranteed To Run.
  • SPVC - Self-Paced Virtual Class.
  • Click a Date to Enroll.
Course Location Days Cost Date
Bristol Bristol2 755 £755 2019-10-03
Devon Exeter2 755 £755 2019-10-03
Midlands Birmingham2 755 £755 2019-10-03
Edinburgh Edinburgh2 755 £755 2019-10-03
London London2 755 £755 2019-12-02
Bristol Bristol2 755 £755 2019-12-05
Devon Exeter2 755 £755 2019-12-05
Midlands Birmingham2 755 £755 2019-12-05
Edinburgh Edinburgh2 755 £755 2019-12-05