Module 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

 

 

 Module 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

Module 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

 

 

Module 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

Module 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

 

 

Module 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