Intro to InfoPath with SharePoint Workflows

Learning Method: Instructor-led Classroom Learning Duration: 1.00 Day


You will learn how to use InfoPath to gather and share information by creating and implementing XML-based forms and SharePoint workflows.

Who Should Attend:

This course is targeted for persons with Web design experience, form administrators, information coordinators, and Microsoft Office system power users who need to gather, reuse, distribute, and collaborate using XML-based forms and SharePoint workflows.

At Course Completion:

Upon successful completion of this course, students will be able to: create InfoPath forms, import and export forms, customize a form layout, manage views, apply security to forms, distribute forms, manage controls, work with a database, and manage SharePoint workflows.


Lesson 1: Creating InfoPath Forms

  • Explore the InfoPath Interface
  • Draft a Form
  • Add Data Validation Rules
  • Test a Form

Lesson 2: Importing and Exporting Forms

  • Import Form Data Using InfoPath Designer
  • Export Form Data to Excel Using InfoPath Filler
  • Export Form Data to the Web Using InfoPath Filler

Lesson 3: Customizing Form Layouts

  • Customize Tables
  • Format a Form
  • Insert Graphical Objects
  • Create Sections
  • Merge Forms

Lesson 4: Managing Views

  • Create Custom Views
  • Assign User Roles to a View

Lesson 5: Applying Security to Forms

  • Protect InfoPath Forms
  • Restrict Access to a Form
  • Set Security Zones

Lesson 6: Distributing Forms

  • Publish a Form
  • Publish a Form to Email Recipients
  • Troubleshoot Publishing Problems

Lesson 7: Managing Controls

  • Describe Data Source Concepts
  • Customize Controls
  • Bind Controls

Lesson 8: Working with a Database

  • Develop a Form from a Database
  • Use InfoPath Forms to Add Records to a Database
  • Use InfoPath Forms to Query a Database
  • Populate Form Controls from a Database

Lesson 9: Managing Workflows

  • Add a Default Workflow
  • Create a Custom Workflow
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