course | Developing SharePoint InfoPath Forms

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