Developing InfoPath Forms for 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

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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