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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
- Integrate InfoPath forms to customise SharePoint workflow and automate business tasks
Course Benefits
Microsoft InfoPath 2010 is a powerful tool for creating forms and gathering data, helping organisations streamline business processes. Integrating InfoPath with SharePoint allows users to design sophisticated electronic forms to quickly and cost-effectively gather information without writing code. This course provides the knowledge and skills necessary to create InfoPath forms for seamless integration into SharePoint.
Who Should Attend
Anyone responsible for creating or designing InfoPath forms. Basic knowledge of SharePoint technologies at the level of Course 1501, "SharePoint 2010 Technologies Comprehensive Introduction", or experience with a previous version of SharePoint, is helpful.
Hands-On Training
Throughout an in-depth case study, you gain extensive hands-on experience creating InfoPath 2010 forms. Exercises include:
- Designing a form from a preexisting template
- Adding controls to a blank form
- Incorporating repeating sections to a form
- Validating a form with the Design Checker
- Conditionally formatting fields on a form
- Performing a calculation based on input controls
- Populating a cascading drop-down control from SQL Server data
Course Content
Introduction to InfoPath 2010
Leveraging InfoPath forms in your organisation
- Defining the benefits and functionality
- InfoPath Designer
- Forms Services
- InfoPath Filler
Centralising data collection for business processes
- Replacing disparate forms throughout your organisation
- Exploring SharePoint lists and libraries
- Submitting results to SharePoint
Designing InfoPath Forms
Customising form templates
- Creating form templates for InfoPath Filler and the web browser
- Extending templates to meet business requirements
- Adding input controls to enhance the user experience
- Group controls in sections
- 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
- Creating multiple views
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 colours or fonts
- Hiding and showing 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
- Sending information to a Web Part to provide drill-down effect
- 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
- Populating controls from a data source
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
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
- Utilising form fields throughout the workflow process
Establishing conditional rules
- Directing workflow actions with form fields
- Setting up automatic task reminders
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
- Creating a form library when publishing
- Promoting items to a form library to extend reporting capabilities
- Utilising administrator approved templates for complex forms containing custom code
Securing forms
- Exploring security levels within forms
- Authenticating users with digital signatures
- Operating within restricted zones
- Working in full trust security zones
- Hiding parts of the form
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