TOPICS

Course Outline
1. An Introduction to InfoPath
What is InfoPath?
Why use InfoPath?
InfoPath and SharePoint Server
Using InfoPath to Collect Data
Using Workflows with InfoPath
The InfoPath Web Part
InfoPath vs. Traditional Web Forms
2. Creating an InfoPath Form
Using the Blank Form Template
Adding Form Controls
Naming Your Form Fields
Testing Your Form
Changing Form Options
Submitting Your Form
Publishing Your Form
3. Form Controls
Control Types
Input Controls
Object Controls
Container Controls
Add Controls to a Form
Form Controls
Text Entry
Single Selection Lists
Multiple Selection Lists
Checkboxes
Radio Buttons
Date/Time Controls
Person Controls
Using Controls to Initiate Actions
Creating Optional Controls
Repeating Controls
4. Form Rules
Hide or Show Controls
Formatting Entries Based on Conditions
Validation Rules
Adding Action Rules to Buttons
Rules for Form Submission
Rules for Form Loading
Validating Data Using Patterns
5. Form Functions
SharePoint URL Functions
Calculating Dates
Using the Current SharePoint User
Removing Spaces from Entries
Calculating Sums
Extracting Values form Strings
Miscellaneous Functions
6. SharePoint Page Design and Views
Form Views
Changing the Current View Name
Creating New Views
Preventing Users from Using Views
Print Views
Form Design
Using Different Form Layouts
Using Form Themes
Adding Headers and Footers
Using Tables
Inserting Tables
Modifying Table Layouts
7. SharePoint List Forms
Using a Form to Create a SharePoint List
Modifying Existing list Forms
Setting Your List Form as the Default Form
8. Submitting and Publishing to SharePoint
Enabling Forms for Submission
E-Mail
Configuring E-Mail Submission
Publishing Your Form to E-Mail
SharePoint Libraries
Configuring SharePoint Library Submission
Publishing to a SharePoint Library
Using Multiple Forms in Libraries
9. Using Data in InfoPath Forms
Using Data from Databases
Using Data from SharePoint Lists
Using Data from SharePoint Data Connection Files
Using Data from a SOAP Web Service
Populating a Drop-Down List with Data
Cascading Drop-Down Lists
Displaying Data from SharePoint
10. The InfoPath Form Web Part
Using an InfoPath Form Web Part
Creating Master/Detail Displays from SharePoint
Using an Edit Form on a List Page
Creating a Form to Send Data to Web Parts
11. SharePoint Workflows
Workflow Review
What are Workflows?
Why Use Workflows?
Determining the Need for Custom Workflows
SharePoint’s Built-In Workflow Templates
Collecting Feedback
Collecting Digital Signatures
Approval Workflows
Three-State Workflows
Using SharePoint 2007 Workflows
Creating Workflows with SharePoint Designer
The Workflow Designer
Workflow Initiation and Variables
Conditions
Workflow Actions
Branching and If/Else Conditions
Creating Reusable Workflows in SharePoint Designer
Why Use Reusable Workflows?
Labs
Lab 1: Creating an InfoPath Form
Creating a New Form
Adding Form Controls
Exploring and Setting Control Properties
Previewing a Form
Working with Form Options
Setting Submit Methods and Properties
Publishing a Form
Lab 2: Form Controls
Exploring Different Control Types
Working with Control Containers
Setting Initiation Options for Controls
Using Optional Controls
Using Repeating Controls
Lab 3: Form Rules
Hiding and Showing Controls
Conditional Formatting
Validating Data Entry with Rules
Using Button Controls
Form Loading and Submission Rules
Lab 4: Form Functions
Using InfoPath Functions
Determining Who is Completing the Form
Exploring Text Manipulation
Using Numerical Formulas
Retrieving SharePoint URLs with Functions
Lab 5: SharePoint Page Design and Views
Creating New Form Views
Setting View Properties
Securing Views Based on Security
Using Print Views
Using Form Layouts and Themes
Working with Tables to Organize Data
Lab 6: SharePoint List Forms
Creating SharePoint Lists from InfoPath
Modifying Existing List Forms
Publishing Your InfoPath Form to a SharePoint List
Lab 7: Submitting and Publishing to SharePoint
Setting Submission Properties
Submitting InfoPath Forms through E-Mail
Publishing Forms through E-Mail
Submitting InfoPath Forms to SharePoint Libraries
Publishing to a SharePoint Library
Using Multiple Forms in Libraries
Reusing InfoPath Forms as Content Types
Lab 8: Using Data in InfoPath Forms
Making InfoPath Forms Dynamic with Databases
Making InfoPath Forms Dynamic with SharePoint Lists
Making InfoPath Forms Dynamic with Web Services
Populating Drop-Down Lists with Real-Time Information
Creating Cascading Drop-Down Solutions
Lab 9: The InfoPath Form Web Part
Using the InfoPath Web Part
Creating Master/Detail Pages with SharePoint
Connecting SharePoint Web Parts
Creating Forms to Send Data to Web Parts
Lab 10: SharePoint Workflows
Working with SharePoint’s Built-In Workflows
Using SharePoint Designer and the Workflow Designer
Creating Custom Workflows for InfoPath Forms
Workflow Conditions
Workflow Actions
If/Else Branching in Workflows
Creating Reusable Workflows with SharePoint Designer.