Course duration: 2 Days

Cost: £550 + VAT

Overview

The goal of this course is to provide you with the knowledge required to design and publish forms, which provide a controllable environment with better workflow management. The course emphasises hands-on experience, with a series of self-guided exercises.

You will discover how to connect InfoPath forms to various data sources such as: SQL Server, E-mail, SharePoint and Web Services. You will be shown how to design and create forms that implement a workflow procedure that can be integrated into InfoPath and SharePoint Workflows. You will implement rules into forms that can identify the user accessing the form and control their process requirements. You will also gather data submitted by InfoPath forms and generate reports within InfoPath and Excel to analyse results.

Target audience

This course is aimed at end users with experience in InfoPath, who have a need to include workflow and governance into their designs and make them interactive with existing data sets.

Prerequisites

A basic understanding of Windows XP or Windows Vista
Experience using Internet Explorer or an equivalent browser
Experience with using InfoPath (equivalent to our InfoPath 2010 Level 1 curriculum)
A good understanding of Relational Databases (e.g. Microsoft Access) is preferred, but not required
Some experience of working with SharePoint is preferred

Delegates will learn how to

Query and submit data to a database from InfoPath forms
Retrieve data into InfoPath drop-down list controls
Define user roles to identify groups of users and their rights to a form
Connect forms to SharePoint lists to manage data
Customise default SharePoint property pages for lists and libraries
Implement form templates into workflow processes
Implement trust and security into form templates

Course Outline

Lesson 1: Connecting Data

Understanding Data Sources
Data Connections
Data Source Fields
Using Secondary Connections
Offline Mode Query Support
Querying Data Manually
Connecting to Web Services

Lesson 2: Submitting Data

Save Vs. Submit
Saving Forms
Submitting Forms
Submitting Forms to E-mail, Database and Web Services
Submitting Data Using Rules and Code
Customising Submit Messages

Lesson 3: Advanced Controls

Using Advanced Controls
Unbound Controls
Template Parts
ActiveX Controls

Lesson 4: Security and Trust

Trustworthy Computing
InfoPath Security
Digital Signatures for Form Templates and Data
Information Rights Management

Lesson 5: SharePoint Integration

Designing SharePoint Form Templates
Publishing to SharePoint
Publishing a Site Content Type
SharePoint Data Connection Library
SharePoint Web Part

Lesson 6: Workflows

Understanding Workflows
Creating User Roles
Assigning User Roles to Forms
SharePoint User Information
User Roles for SharePoint
Managing Workflow Status
Using SharePoint Workflows
E-mailing a Form to a SharePoint Library

Lesson 7: Reporting Data

Merging Forms
Transporting Data to Excel