SharePoint Training: The Complete InfoPath Course


Course Delivery

Live Instructor-Led Training

Course Description

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. If you want to learn how to use InfoPath 2013 and hot to develop custom workflows in support of your electronic forms processing, this is the course for you.

Course Dates and Pricing


Mar 6 - 9, 2018$2,775.00May 1 - 4, 2018$2,775.00May 29 - Jun 1, 2018$2,775.00Jun 26 - 29, 2018$2,775.00

Course Outline

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

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

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

Workflows

About SharePoint Workflows
Overview of Standard Workflows
Using Workflows for Complex Authorization Scenarios
Workflows and InfoPath Forms

Advanced SharePoint for InfoPath – A Complete Example

Creating the Document Library
Creating the Workflows
Creating the InfoPath Form
Testing the InfoPath Form
Testing the Workflow
Deploying the Solution into Production

If Time Permits: Creating Custom Workflows with Visual Studio


Course Locations

  • Ottawa

  • Montreal

  • Toronto

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