Description

Using InfoPath with SharePoint 2010 Part 2 VILT

 

**Call 260-432-9077 for Pricing Details**

 

Description: This 2-day, Part 2, class will teach students how to use Microsoft InfoPath 2010 to create electronic business forms for Microsoft SharePoint 2010. Call us for group pricing.

Objectives

  • Integrate data from SharePoint and other company systems
  • Create forms that offer a rich experience in the browser
  • Build views and dashboards to display form information
  • Integrate workflows using SharePoint Designer

Outline Lesson 1 Receiving Data from SharePoint Lists and Business Connectivity Services

  • Receive Data Connections
  • Adding a SharePoint List Data Connection
  • Data Connection Libraries
  • The External Item Picker and Business Connectivity Services
  • Adding a Filter to a Business Connectivity External Content Type

Lesson 2 Working with the SharePoint User Profile Web Service

  • Building the Foundation of the Event Registration Form
  • Creating Form Load Rules on the Event Registration Form
  • Adding a People Picker and Submit Button to the Event Registration Form

Lesson 3 InfoPath Integration with SharePoint Designer Workflows

  • Introduction to Workflows
  • Workflow Initiation
  • Custom Actions
  • Workflow Task Forms
  • External List Forms

Lesson 4 Building an Approval Process

  • Gathering Requirements
  • Contoso Reimbursement Form
  • Form Views
  • Approval Fields
  • The Status Field
  • Form Load Rules
  • Approval Sections
  • Submit Button Actions
  • Workflow Approvers
  • Workflow for Emails

Lesson 5 Managing and Monitoring InfoPath Forms Services

  • IPFS Settings in SharePoint Central Administration
  • IPFS Performance Factors
  • Installing Fiddler and Monitoring the IPFS Form Load Process
  • Monitoring the Products Form with a Picture Control
  • Maximizing Performance by Minimizing Postbacks
  • Monitoring a Data Connection Postback with Fiddler

Lesson 6 SharePoint Views and Dashboards

  • The Help Desk Request
  • Views
  • Ratings
  • Alerts Based on Views
  • Library Web Parts
  • Filter Web Parts
  • XSLT List View Web Part
  • The New Form Button
  • Dashboards Based on Form Libraries
  • Dashboard Pages and Content Query Web Parts
  • KPI Web Parts

Lesson 7 Advanced Options

  • The InfoPath Rule Inspector
  • Merging Forms
  • Relinking Forms
  • Browser and Filler Buttons
  • Offline Forms
  • Offline Forms in Outlook
  • Offline SharePoint List Forms
  • Email Attachments
  • Form Preview
  • Default Values
  • Advanced Functions