AmeriTeach - Computer Training Microsoft Gold Partner For Learning


Microsoft InfoPath 2010 with SharePoint 2010

Course 10501: Three days; Instructor-Led


The partnership of InfoPath and SharePoint gives the user a new world of possibilities for your electronic form usage.  If you want to create browser-enabled form templates, these two tools give you a powerfully ally.  You can share forms with a variety of users including employees, customers and outside vendors. You could as an example design forms to collect data, questionnaires, surveys, and automate business process.

Section 1 – Introducing Microsoft InfoPath 2010

o    Benefits of using InfoPath 2010 with SharePoint 2010

o    Using MS Office to create InfoPath forms

o    How to navigate the InfoPath interface

o    Create a basic XML file and integrate it into InfoPath form

Section 2 - Using a decision Matrix

o    Pick from the available from templates

o    Gather requirements for form creation

o    Work with all the form choices

o    Decide which type of form needs to be created

Section 3 – Working with InfoPath layouts, controls and views

o    Use InfoPath’s layout tools to build visually appealing forms

o    Work with the InfoPath table tools

o    Add fields and controls to your forms

o    Use sections and containers to organize the controls in your form

o    Add multiple views to a form

Section 4 – Working with SharePoint list forms

o    Convert a SharePoint list form to InfoPath

o    Work with fields and controls

o    Modify the list form layout

o    Understand the limitations of list forms

Section 5 – Adding logic and rules to forms

o    Use logic and validation in your forms without writing code

o    Work with the Rules task pane

o    Add conditional formatting to your form

o    Implement data validation

o    Work with more advanced rules using formulas and functions

o    Create intuitive user interfaces by using rules with views

Section 6 – Publishing and submitting form data

o    Determine the right method to publish your form

o    Publish a form library form to SharePoint

o    Decide between publishing and saving a form

o    Create a data connection to submit a file to SharePoint

o    Understand the different methods of form publishing

Section 7 – Receiving Data from SharePoint lists and business connectivity services

o    Work with MS SharePoint 2010 lists as data sources for your forms

o    Benefit from maintaining data connections in a centralized data connection library in SharePoint

o    Configure and use External item picker control and BCS to add information from external system

Section 8 – Using InfoPath form web part

o    Configure web part settings

o    Create web part connections

o    Create form parameters

o    Utilize other browser form parameters

Section 9 – Working with the SharePoint user profile web service

o    Work with the SharePoint user profile web service

o    Use form load rules to prepopulate a form with data form a SharePoint user profile

o    Connect controls to data returned from a web service

o    Integrate the people picker control with SharePoint User profile service

Section 10 – InfoPath integration with SharePoint Designer workflows

o    Create a workflow initiation form

o    Allow a workflow to be manually triggered

o    Create a custom action button

o    Use the task process designer

o    Modify a workflow task form

Section 11 – Building an approval process

o    Create a simple interface for form approvers

o    Set up form load rules to switch views

o    Build out multiple approval sections

o    Create a read-only view for completed forms

o    Create a workflow to send emails at each stage of approval

12 – Managing and monitoring InfoPath Form services

o    Work with the InfoPath settings in SharePoint Central Administration

o    Analyze and monitor browser forms for potential performance concerns

o    Minimize post-backs for browser forms

13 – SharePoint views and dashboards

o    Plan the site’s interface with views and web parts

o    Displays only pertinent forms to the currently logged-on user

o    Create views for form administrators

o    Report from the data collected in forms

14 – Optional Advanced Options (If time allows)

o    Inspect and document a form’s logic

o    Merge data from multiple forms

o    Relink XML form to their XSN template file

o    Set default values of items in a repeating table

o    Weigh the options for filling out forms offline








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