Developing InfoPath Forms for SharePoint®: Hands-On

Course 1507 | 3 Days

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Developing InfoPath Forms for SharePoint: Hands-On

You Will Learn How To

  • Streamline business processes by integrating 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
  • Capture external data and convert Office forms to InfoPath for optimal design and publishing
Course participants creating an InfoPath form to initiate work-flow.

Hands-On Exercises

  • Designing a form from a preexisting 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

  • 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 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
    • Setting up automatic task reminders

    Who Should Attend

    Anyone responsible for creating or designing InfoPath forms who has basic knowledge of SharePoint technologies at the level of Course 1501, "SharePoint 2010 Technologies Comprehensive Introduction," or experience with a previous version of SharePoint.

    Related Courses

    Training Hours

    First Day Orientation:
    8:00 a.m. - 9:00 a.m.

    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 Last Day:
    3:45 p.m. - 4:30 p.m.

    Each Class Day:
    Upon Request: Informal discussion with instructor about your work-specific projects or areas of special interest:
    4:30 p.m. - 5:00 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, design forms with controls pulling information from external data sources, and initiate workflows from within the form.

    What background do I need?

    Basic knowledge of SP technologies at the level of Course 1501, SharePoint® 2010 Technologies: A Comprehensive Hands-On 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 is InfoPath?

    Microsoft InfoPath 2010 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.

    I'm currently using InfoPath 2003/2007. 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 that will be covered in the course.

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

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

    Do I need to have SharePoint Server 2010 in order to run InfoPath?

    You only need to have SharePoint Server 2010 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.

    What is SharePoint 2010?

    SharePoint empowers users to build collaborative Web sites where they can share information without complex programming. SharePoint 2010 utilizes a variety of modern technologies (ASP.Net, Web Parts, Silverlight, and SQL Server 2008) to provide a rich user experience and complex data storage facilities.

    What is the difference between SharePoint Server 2010 and SharePoint Foundation 2010?

    SharePoint Server extends the capabilities of SharePoint Foundation 2010 to support more complex, enterprise-wide environments, adding needed services such as Federated Search, advanced document and records management, enhanced workflows and detailed Business Intelligence capabilities. This course covers the features of SharePoint Server 2010 in addition to SharePoint Foundation 2010.

    What is SharePoint Designer 2010?

    SharePoint Designer is a tool used to create SharePoint 2010 applications. Using SharePoint Designer, IT professionals can rapidly create no-code SharePoint solutions that encompass collaborative sites, data integration, business intelligence and workflows to leverage the building blocks available in SharePoint. In addition, developers can use SharePoint Designer 2010 to get a quick start on SharePoint development projects.

    How much time is spent on each topic?

    Content Hours
    Introduction to InfoPath 2010 2.0
    Designing InfoPath forms 3.0
    Enabling dynamic form interaction 3.0
    Accessing external information 3.0
    Enhancing business processes with workflow 3.0
    Publishing forms to SharePoint 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 2010 forms. Exercises include:

    • Designing a form from a pre-existing 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

    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 differ from other Learning Tree SharePoint 2010 courses?

    This course uses SharePoint Server 2010 and focuses on leveraging InfoPath 2010 to create dynamic, custom forms without code.

    Course 1501, SharePoint® 2010 Technologies: A Comprehensive Hands-On Introduction, lays the foundation for Learning Tree's SharePoint 2010 curriculum and provides you with the skills to effectively create, manage and use SharePoint sites.

    Course 1505, Building Applications and Workflows with SharePoint® Designer 2010: Hands-On, focuses on controlling the functionality of SharePoint sites by working with data and workflow.

    Course 1510, Administering SharePoint® Server 2010: Hands-On, focuses on the system administration aspects of SharePoint 2010. Course 1510 is not a programming, graphic design or end user course, but shows how to maintain a secure, scalable and resilient SharePoint installation.

    Course 957, SharePoint® Governance: Best Practices for Managing SharePoint® Environments, focuses on the development of a comprehensive governance plan to maximize your organization's return on its SharePoint investment.

    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...

  • Tuition

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

    Click here for multi-course savings plans.

    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

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