Microsoft InfoPath

Microsoft InfoPath

Course Duration: 15 hours

Microsoft InfoPath was a software application for designing, distributing, filling and submitting electronic forms containing structured data. Microsoft initially released InfoPath as part of Microsoft Office 2003 family.

InfoPath & SharePoint relationship

  • Bring InfoPath to SharePoint
  • SharePoint Related Form Templates

Designing SharePoint List Forms

  • SharePoint Lists in InfoPath
  • SharePoint Properties in InfoPath

SharePoint Data Connections

  • What is a Data Connection?
  • Populate Fields from Data Connections
  • Data Source Fields
  • Using SharePoint Connections
  • Offline-Mode Query Support
  • Querying Data Manually
  • Connecting to a Web Service
  • The User Profile Web Service

Advanced Controls

  • Using Advanced Controls
  • Hyperlink Control
  • Choice Groups
  • Using Bits per channel
  • Person/Group Picker Control
  • Unbound Controls
  • Region Controls
  • Template Parts
  • ActiveX Controls

SharePoint Content Management

  • Enterprise Content Management
  • Form Templates as Content Types
  • Administrator-Approved Templates
  • Document Information Panel

Designing SharePoint Library Forms

  • Using a List or a Library?
  • Publishing a Form to SharePoint
  • Publishing Properties
  • Submit Options
  • Relink a Form to a Library

Workflows

  • Process Management vs. Workflow Management
  • Understanding Workflow Stages
  • Creating a Form Approval
  • Custom Digital Signatures
  • User Roles for SharePoint
  • Managing Workflow Status
  • Using SharePoint Workflows
  • E-mail a Form to a SharePoint Library

Reporting Data

  • Merging Forms
  • SharePoint Merge Documents
  • Master / Detail Control
  • Transport Data to Excel