Creating Professional Business Process Solutions with SharePoint Designer and InfoPath
(IPDESIGN, Live Instructor-Led Training, 4 days)


This SETC certified course covers every aspect of forms development, deployment, management and use with InfoPath 2013 in a SharePoint 2013 environment. Beginning with SharePoint essential concepts, the course quickly weaves its way through the various complexities of developing data aware InfoPath forms for use in both electronic and paper media. This course includes the use of SharePoint Designer to create and modify lists, document libraries, web pages, metadata taxonomies, external content types and master pages. The course concludes with an in depth exploration of the development of custom workflows using SharePoint Designer. If you want to learn how to use InfoPath 2013 and SharePoint Designer 2013 to develop custom workflows in support of your electronic forms processing, this is the course for you.

Dates and Pricing

Jan 16 to Jan 19, 2018$2,500/person Feb 13 to Feb 16, 2018$2,500/person Mar 13 to Mar 16, 2018$2,500/person


Understanding the SharePoint Context
Understanding the SharePoint Security Model
Understanding the Nature of SharePoint Lists and Libraries
Creating Lists from Scratch: Custom Columns and Metadata
Working with and Creating Custom Views
Working with External Data
Working with and Creating Custom Content Types and Columns
Creating Document Libraries
About Document Libraries and Document Versioning
Creating and Managing Document Metadata
Working with the Metadata Service
Advanced Publishing Example: Creating Workflows
Creating SharePoint Document Libraries for InfoPath Consumption
SharePoint Designer
Creating Lists and Libraries with SharePoint Designer
Creating and Using Metadata Taxonomies
Creating and Using External Content Types
Understanding Master Pages and the SharePoint Hive
Modifying Site Pages
Modifying Master Pages
Creating Site Pages
Creating Master Pages
Introduction and General Concepts – InfoPath
An Overview of the InfoPath User Interface
Managing the Workspace
About the Office Pane
Using InfoPath Help
Using Automation Features
Managing Errors
Using Forms
About Form Compatibility with Previous Versions
Creating Forms
Overview of Form Creation Concepts
Opening an Existing Form
Creating a Form
Testing a Form
Publishing a Form Template
Resolving Publication Errors and Issues
Creating a Form from a Template
Modifying a Published Template
About Working with Data Sources
Form Formatting
Working with the Form’s Setup
Inserting and Modifying Controls
About Grouping Controls
Inserting Images
Using Different Types of Data : Tables, Lists and Conditional Sections
Formatting and Positioning Controls
Using and Working with Hyperlinks
Merging Forms
Working with Views
Creating Views
Defining the Default Views
Modifying a View
Creating a Printing View
Using Rules and Validation
About Validating Data
Defining and Using Rules
Adding Forms
Managing Options
Working with Security and Security Zones
Protecting InfoPath Forms
Working with Permissions
Using Digital Signatures
Working and Specifying Roles
SharePoint Integration
Library Basics
Adding Custom Fields to Document Libraries
About Versioning in Document Libraries
About Publishing and Content Approval
Working with Document Library Templates
Publishing an InfoPath Form to a Document Library
Mapping Library Entries to InfoPath Forms
Managing InfoPath Linked Document Libraries
Using SharePoint Designer
Distribution and Publication
Registering and Publishing a Form
Publishing a Form using Outlook
Publishing a Form using SharePoint
Publishing a From on a Web Server
Publishing a Template on the Network
Exporting Data to Excel
Exporting Data to the Web
Working with Published Data
Using Workflows for Complex Authorization Scenarios
Workflows and InfoPath Forms
Advanced Workflows with SharePoint Designer
Understanding Workflow Development in SharePoint Designer
Using the Workflow Editor in Sharepoint Designer
Creating and Publishing a Simple Workflow in SharePoint Designer
Understanding Conditions and Actions
Creating Conditions based on Item Values
A Few Common Actions: Setting Status, Sending Email and More
Creating a Complex Workflow using SharePoint Designer
Creating a Complete Workflow for InfoPath
Advanced SharePoint for InfoPath – A Complete Example
Reviewing the Document Library Setup
Designing the Data Requirements and the Target Workflow
Creating the Document Library
Creating the Workflows
Creating the InfoPath Form
Testing the InfoPath Form
Testing the Workflow
Deploying the Solution into Production