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  • Microsoft/Microsoft InfoPath 2013 SharePoint Integration Duration: 2 Days

Microsoft InfoPath 2013 SharePoint Integration Duration: 2 Days

Course Overview

This course applies to the following platforms: SharePoint On-Premise, SharePoint Online The goal of this course is to provide you with the knowledge required to design and publish forms that work within SharePoint. The course emphasises hands-on experience, with a series of self-guided exercises. You will discover how to publish form templates to SharePoint for local and global use and to define content management. You will connect InfoPath forms to various data sources such as SharePoint lists and libraries and also SOAP and REST Web Services. You will be shown how to design and create forms that can vastly improve SharePoint lists such as Tasks and Contacts, also how to customise the document library items' properties to control workflow of documents. You will be able to grab user information from SharePoint and use it to control process and functionality using workflow processes in InfoPath with and without SharePoint workflows. Target Audience: This course is aimed at users who have full control permissions in a SharePoint site and will be working with InfoPath and SharePoint Server Enterprise / Office 365 E3 or E4 plan solutions to improve data control and process.

 

 

Prerequisites

  • A working experience with SharePoint equivalent to Microsoft SharePoint 2013 Core Skills - Level 2
  • Experience with using InfoPath equivalent to our InfoPath 2013 Designing Forms course
  • Please Note: If you attend a course and do not meet the prerequisites you may be asked to leave.
  • Delegates will learn how to
  • At the end of this course you will be able to:
  • Modify SharePoint list and library form templates with InfoPath.
  • Publish and Submit data to Form Libraries, across one or many site collections.
  • Use InfoPath to customise Document Information Panels for Office documents.
  • Create Content types and site columns from InfoPath data to be globally used.
  • Connect data together from various SharePoint list and SharePoint user information.
  • Implement form templates into Workflow processes.

Course contents:

Module 1: InfoPath and SharePoint relationship

Bring InfoPath to SharePoint

SharePoint Related Form Templates

Module 2: Designing SharePoint List Forms

SharePoint Lists in InfoPath

SharePoint Properties in InfoPath

Module 3: Designing SharePoint Library Forms

Using a List or a Library?

Publishing a Form to SharePoint

Publishing Properties

Submit Options

Relink a Form to a Library

Module 4: SharePoint Data Connections

What is a Data Connection?

Populate Fields from Data Connections

Data Source Fields

Using SharePoint Connections

Offline-Mode Query Support

Querying Data Manually

Connecting to a Web Service

The User Profile Web Service

Module 5: Advanced Controls

Using Advanced Controls

Hyperlink Control

Choice Groups

Person/Group Picker Control

Unbound Controls

Region Controls

Template Parts

ActiveX Controls

Module 6: SharePoint Content Management

Enterprise Content Management

Form Templates as Content Types

Administrator-Approved Templates

Document Information Panel

Module 7: Workflows

Process Management vs. Workflow Management

Understanding Workflow Stages

Creating a Form Approval

Custom Digital Signatures

User Roles for SharePoint

Managing Workflow Status

Using SharePoint Workflows

E-mail a Form to a SharePoint Library

Lesson 8: Reporting Data

Merging Forms

SharePoint Merge Documents

Master / Detail Control

Transport Data to Excel