Developing InfoPath Forms for SharePoint®

Course 1507 | 3 Days

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Developing InfoPath Forms for SharePoint

You Will Learn How To:

  • Integrate InfoPath forms into SharePoint applications
  • Rapidly create dynamic custom forms for deployment to SharePoint
  • Build interaction into complex forms without writing code
  • Add intelligence to forms with Quick Rules
  • Customize a SharePoint list form in InfoPath
  • Capture external data and convert Office forms to InfoPath
Course participants creating an InfoPath form to initiate work-flow.

Hands-On Experience Includes:

  • Designing a form from a pre-existing template
  • Adding controls to a blank form
  • Validating a form with the Design Checker
  • Conditionally formatting fields on a form
  • Performing a calculation based on input controls
  • Populating a drop-down control from SQL Server data

About This Course: Microsoft InfoPath is a powerful tool for creating forms and gathering data, helping organizations streamline business processes. Integrating InfoPath with SharePoint allows users to design sophisticated forms to quickly gather information without writing code. This course provides the skills necessary to create InfoPath forms for seamless integration into SharePoint.


NEW! FREE After-Course Instructor Coaching - available after May 1, 2014.
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  • Course Info

    Course 1507 Content

    Introduction to InfoPath

    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

    Designing InfoPath Forms

    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

    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 colors 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
    • Selecting XML and 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
    • 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

    Enhancing Business Processes with Workflow

    Initiating workflow actions

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

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

    Who Should Attend

    Anyone responsible for creating or designing InfoPath forms who has basic knowledge of SharePoint technologies at the level of Course 1531, "SharePoint 2013 Technologies Introduction," or experience with a previous version of SharePoint.

    Training Hours

    Standard class hours:
    9:00 a.m. - 4:30 p.m.

    Last day class hours:
    9:00 a.m. - 3:30 p.m.

    Free optional course exam:
    3:30 p.m. - 4:30 p.m.

    Each class day:
    Informal discussion with instructor about your projects or areas of special interest:
    4:30 p.m. - 5:30 p.m.

  • More Course Info

    What is this course about?

    In this course, you gain the knowledge and skills to create InfoPath forms for seamless integration into SharePoint. You learn to apply advanced form interaction techniques without code, and design forms with controls and sections. You also learn to interact with data from external data sources for drop down boxes or form data.

    What is InfoPath?

    Microsoft InfoPath is a powerful tool for creating centralized form templates to be distributed throughout your organization. These forms can be filled in from disparate locations to provide comprehensive reporting capabilities. InfoPath allows power users and developers to design sophisticated electronic forms to quickly and cost-effectively gather information without writing code.

    What background do I need?

    Basic knowledge of SP technologies at the level of Course 1501, SharePoint® 2010 Technologies Introduction, Course 1531, SharePoint® 2013 Technologies Introduction, or experience with a previous version of SharePoint is helpful, but not required.

    Who will benefit from this course?

    Anyone responsible for creating or designing InfoPath forms, including SharePoint power users, developers and administrators.

    What version of InfoPath is used in the course?

    This course uses InfoPath 2013. However, the concepts and techniques learned in the course apply to users of both InfoPath 2010 and InfoPath 2013. The differences between the versions are minimal and do not affect the basic functionality of the product.

    I'm currently using InfoPath 2007. Will I benefit from this course?

    Yes, the core concepts taught in the course apply to users of all versions of InfoPath, however, there are many new features that are exclusive to InfoPath 2010 and 2013 that will be covered in the course.

    My organization is currently using SharePoint 2007/2010. Will I still benefit from this course?

    Yes, InfoPath can publish forms to SharePoint 2007 and 2010, so this course will apply to both SP 2007 and SP2010 users.

    Do I need to have SharePoint 2013 in order to run InfoPath?

    SharePoint Enterprise 2013 or SharePoint Enterprise 2010 is required in order to run InfoPath forms in the browser, otherwise you can use InfoPath Form Filler on the client in order to fill out forms.

    How does this course differ from other Learning Tree SharePoint courses?

    This course uses SharePoint 2013 and focuses on leveraging InfoPath to create dynamic, custom forms without code.

    Course 1531, SharePoint® 2013 Technologies Introduction, lays the foundation for Learning Tree's SharePoint 2013 curriculum and provides you with the skills to effectively create, manage and use SharePoint sites.

    Course 1533, SharePoint® Designer 2013: Workflows & Data-Driven Solutions, focuses on controlling the functionality of SharePoint sites by working with data and workflow.

    Course 1532, Administering SharePoint® 2013 Server Farms, focuses on the system administration aspects of SharePoint 2013. Course 1532 is not a programming, graphic design or end user course, but shows how to maintain a secure, scalable and resilient SharePoint installation.

    What is SharePoint 2013?

    SharePoint empowers users to build collaborative Web sites where they can share information without complex programming. SharePoint 2013 utilizes a variety of modern technologies (ASP.Net, Web Parts, Silverlight, and SQL Server) to provide a rich user experience and complex data storage facilities.

    What is the difference between SharePoint Foundation, SharePoint Server and SharePoint Enterprise?

    SharePoint Server extends the capabilities of SharePoint Foundation and supports Communities, App catalog, etc. SharePoint Enterprise extends the capabilities of SharePoint Server to support more complex enterprise-wide environments, adding needed services such as Form Services, Excel Services, Business Intelligence and publishing.

    How much time is spent on each topic?

    Content Hours
    Introduction to InfoPath 2.0
    Designing InfoPath Forms 3.0
    Enabling Dynamic Form Interaction 3.0
    Accessing External Information 3.0
    Publishing Forms to SharePoint 3.0
    Enhancing Business Processes with Workflow 3.0

    Times, including the workshops, are estimates; exact times may vary according to the needs of each class.

    What kinds of hands-on exercises are performed in this course?

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

    • Designing a form from a pre-existing template
    • Adding controls to a blank form
    • Validating a form with the Design Checker
    • Conditionally formatting fields on a form
    • Performing a calculation based on input controls
    • Populating a drop-down control from SQL Server data

    I'm attending this course from work using AnyWare - Learning Tree's web-based remote attendance platform. How will that impact what I learn?

    You will participate fully in the course and acquire the same knowledge and skills as your classmates who participate in the classroom. You will have the same course materials, be able to easily communicate back and forth and ask questions of your instructors and peers, and you will control an in-classroom workstation dedicated entirely to you. Your instructor will be able to see exactly what you're doing and can interactively offer concrete help.

    How does this course relate to other Learning Tree courses?

    Learning Tree offers a number of courses that will help you expand upon the knowledge gained in this course and further your skills in several key areas. Those courses include:

  • Certification/Credits

    Many Learning Tree courses provide college credit and industry continuing education credits. You can also earn a Learning Tree Professional Certification in your area of expertise and prepare for popular industry certifications. See below for continuing professional development credits associated with this course.

    College Credit – 1 Semester Hours This course qualifies for 1 semester hour of college credit as certified by the American Council on Education's College Credit Recommendation Service (ACE CREDIT). Read More...
    CPE 17 CreditsThis course qualifies for 17 CPE credits from the National Association of State Boards of Accountancy CPE program. Read More...
  • Tuition

    3-Day TuitionNew AttendeeReturning AttendeeNotes
    Commercial $2,490$2,240

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    Tuition payment is not required at time of enrollment.

    Government $2,213$1,992

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"Our instructor was the maestro of SharePoint. He infused us with his knowledge of the subject matter with humor and personal experience. THANK YOU for a thoroughly enjoyable learning experience!"

– J. Oliver
IT Specialist
US Army