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Developing InfoPath Forms for SharePoint

( Duration: 3 Days )

The Developing InfoPath Forms for SharePoint training course provides the skills necessary to create InfoPath forms for seamless integration into SharePoint. 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.

By attending Developing InfoPath Forms for SharePoint workshop, delegates will learn 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

This Developing InfoPath Forms for SharePoint class is suitable for Anyone responsible for creating or designing InfoPath forms having basic knowledge of SharePoint technologies.

COURSE AGENDA

1

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
2

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
3

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
4

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
5

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
6

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

Encarta Labs Advantage

  • One Stop Corporate Training Solution Providers for over 6,000 various courses on a variety of subjects
  • All courses are delivered by Industry Veterans
  • Get jumpstarted from newbie to production ready in a matter of few days
  • Trained more than 50,000 Corporate executives across the Globe
  • All our trainings are conducted in workshop mode with more focus on hands-on sessions

View our other course offerings by visiting https://www.encartalabs.com/course-catalogue-all.php

Contact us for delivering this course as a public/open-house workshop/online training for a group of 10+ candidates.

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