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Developing InfoPath Forms for SharePoint



Course Number



3 Days

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Microsoft InfoPath helps organizations streamline business processes by creating forms, gathering information, and structuring data. With this introductory training course, you gain the knowledge and skills to design sophisticated forms for quickly gathering information without writing code, and create InfoPath forms for seamless integration into Microsoft SharePoint.

You Will Learn How To

  • 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

Important Course Information

Recommended Experience:

  • Basic knowledge of SharePoint technologies at the level of Course 1531, SharePoint 2013 Technologies Introduction


  • This course is currently running on InfoPath 2013

Course Outline

  • 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
  • Populating a control with 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
  • Generating task assignments based on form data
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Convenient Ways to Attend This Instructor-Led Course

In the Classroom

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Private Team Training

In the Classroom — OR — Live, Online

Tuition — Standard: $2650   Government: $2355

Jul 22 - 24 ( 3 Days)
9:00 AM - 4:30 PM EDT
Herndon, VA / Online (AnyWare) Herndon, VA / Online (AnyWare) Reserve Your Seat

Aug 26 - 28 ( 3 Days)
9:00 AM - 4:30 PM EDT
Alexandria, VA / Online (AnyWare) Alexandria, VA / Online (AnyWare) Reserve Your Seat

Jan 13 - 15 ( 3 Days)
9:00 AM - 4:30 PM EST
Herndon, VA / Online (AnyWare) Herndon, VA / Online (AnyWare) Reserve Your Seat

Feb 24 - 26 ( 3 Days)
9:00 AM - 4:30 PM EST
Alexandria, VA / Online (AnyWare) Alexandria, VA / Online (AnyWare) Reserve Your Seat

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Private Team Training

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Course Tuition Includes:

After-Course Instructor Coaching
When you return to work, you are entitled to schedule a free coaching session with your instructor for help and guidance as you apply your new skills.

After-Course Computing Sandbox
You'll be given remote access to a preconfigured virtual machine for you to redo your hands-on exercises, develop/test new code, and experiment with the same software used in your course.

Free Course Exam
You can take your Learning Tree course exam on the last day of your course or online any time after class.


Training Hours

Standard Course Hours: 9:00 am – 4:30 pm
*Informal discussion with instructor about your projects or areas of special interest: 4:30 pm – 5:30 pm

Enhance Your Credentials with Professional Certification

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17 Credits from NASBA

Earn 17 Credits from NASBA

This course qualifies for 17 CPE credits from the National Association of State Boards of Accountancy CPE program. NOTE: Only live, in-class attendance qualifies for NASBA CPEs. Read more ...

“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
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