0.5-2 Day(s)

Course Specifics

Course Outline

Module 1: An Introduction to InfoPath 2010

InfoPath is Microsoft's forms-creation and data-gathering tool, doing for forms what Word did for the printed page. Module 1 provides the introduction to where InfoPath fits into business processes, the requirements for using it and provides a framework for the rest of the course.

  • What is InfoPath?
  • Why use InfoPath?
  • Integrating InfoPath into Business Processes
  • What is Needed to Utilize InfoPath?
  • History of InfoPath
  • Definitions and Assumptions for Course

Module 2: Creating, Editing and Publishing Forms

Now that we have an understanding of InfoPath's history, placement and capabilities, we dive into creating, editing and publishing our forms. We also start our hands-on labs where we create a form from scratch and publish it. We carry this form with us throughout the course, improving it in each module.

  • Form Creation Overview
  • Where to Start
  • Know Thy Audience
  • Know Thy Data
  • Building a Sample Form
  • Lab 2.1- Start the CRF
  • Publishing the Form
  • Lab 2.2 - Publish the CRF to SharePoint
  • (optional) Lab 2.3 - Publish a Copy of Form to Email

Module 3: Form Building - Nuts and Bolts

In Module 3 we dive deeper into the act of building out forms and extend how to interact with the InfoPath Designer client. We learn about the different kinds of controls available as well as tools for optimizing layout of those controls onto the form. Views are explored and explained as well as Template Parts, which help with the reuse of common groups of controls. We then improve our lab form with what we've learned.

  • Data Sources
  • Labels and Controls
  • Organization and Usability
  • Repeating Tables
  • Lab 3.1 - Build out CRF
  • Views
  • Template Parts
  • Design Checker
  • Lab 3.2 - The CRF v2

Module 4: Calculations, Actions and Validation

In this module, we will explore how to perform simple calculations, apply formulas and functions on controls, and implement data validation in an InfoPath form. We will also explore actions to display the results of a calculation, or set another field's value. In the lab, we will add calculations to the existing form.

  • New definition: XPATH
  • Calculated Values
  • Actions
  • Conditional Formatting
  • Data Validation
  • Lab 4.1 - Adding calculations and actions to CRF

Module 5: Workflows

InfoPath has built-in actions and rules, but what really captures the power of integrating InfoPath into one's business practices is utilizing SharePoint's workflow capabilities. In Module 5 we cover the basics of SharePoint workflow, how InfoPath uses and integrates with workflow and we add some workflow to our lab form.

  • SharePoint Workflow Concepts
  • InfoPath's Role in Workflow
  • Integrating the Two
  • Lab 5.1 - Add Workflow to CRF

Module 6: Connecting Forms with External Systems

In Module 6 we will cover connecting InfoPath forms to external systems, both through SharePoint-provided external connectivity known as BCS and the use of Web Services. Form developers frequently need to access data that is not stored in XML or SharePoint Lists or Libraries.

  • Pulling Values from Other Places
  • Business Data Connectivity Services (BCS)
  • Web Services (SOAP, REST and others)
  • External Content Types (ECT)
  • External Lists
  • Lab 6.1 - Connect CRF to External Data

Module 7: Form Enhancements

Now that we've covered most of the important pieces to the InfoPath infrastructure, it's time to spruce up our forms with some common enhancements. Module 7 explores how to change fields for display, set up a wizard-like feel for forms by using views, garner feedback from the user and understand offline access to Form Libraries. We'll also cover the document information panel, digital signatures and the InfoPath Form Web Part for use on SharePoint Pages. We then improve our lab form with what we've learned about form enhancements.

  • Display Changes
  • Wizard-like Displays with Views
  • More User Feedback
  • Offline Access (SharePoint Workspace)
  • Document Information Panel Customization
  • Digital Signatures
  • InfoPath Form Web Part

Module 8: Enhancing Forms w/Code - Intro Only

Much of what can be done in InfoPath is termed a "no-code solution" because so much can be accomplished without writing any code. However, form developers can benefit from knowing what can be done with code and what can't, especially since there are some copy and paste solutions to common problems out there. Module 8 covers common reasons why doing code can be beneficial, provides an introduction to Event Handlers and reviews the process required for publishing forms with code. In our final labs for the course, we will add some basic code to our lab form and publish it to SharePoint. Disclaimer: this is not a coding class

  • Languages Supported
  • Concepts
  • Reasons to Use Code
  • Event Handlers exposed to InfoPath
  • Lab 8.1 - Add Current User Details to CRF
  • For code developers: From InfoPath Form to Visual Studio
  • Publishing forms with Code
  • Lab 8.2 - Publishing our Code-enabled CRF

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.

Upcoming Dates

Course Location Days Cost Date
1 250 £250 2018-07-17
2 1000 £1000 2017-11-15
2 1000 £1000 2017-11-13
2 1000 £1000 2017-11-08
2 1000 £1000 2017-10-27
2 1000 £1000 2017-10-09
2 1000 £1000 2017-09-28
2 1000 £1000 2017-09-25
2 1000 £1000 2017-08-14
2 1000 £1000 2017-07-18