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Using Microsoft InfoPath 2010 with SharePoint 2010

SHPT-240 (3 Days)
4.56 out of 5 (45 reviews)  

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InfoPath 2010 Training Overview

Accelebrate's Using InfoPath 2010 with SharePoint 2010 Training course teaches students to create electronic business forms and workflows that provide a pleasant, reliable, and intuitive experience for users and customers.

Location and Pricing

Most Accelebrate courses are delivered as private, customized, on-site training at our clients' locations worldwide for groups of 3 or more attendees and are custom tailored to their specific needs. Please visit our client list to see organizations for whom we have delivered private in-house training. These courses can also be delivered as live, private online classes for groups that are geographically dispersed or wish to save on the instructor's or students' travel expenses. To receive a customized proposal and price quote for private training at your site or online, please contact us.

InfoPath 2010 Training Objectives

  • Design and build InfoPath forms without writing code
  • Fine-tune forms with InfoPath Layout and SharePoint List Forms
  • Validate forms
  • Add approval workflows to InfoPath forms
  • Integrate data from SharePoint and other company systems
  • Build views and dashboards to display form information
  • Create and use forms in the cloud with SharePoint Online
  • Use advanced features such as working with offline forms and adding email attachments

InfoPath 2010 Training Outline

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Overview
Introducing Microsoft InfoPath 2010
  • Benefits of Using InfoPath 2010 with SharePoint 2010
  • New Features of InfoPath 2010
  • How InfoPath Works
  • Quick Tour of the Backstage View in InfoPath 2010
  • XML 101
  • Creating the Products.xml File
  • Adding Products.xml to the Form as a Data Connection
  • Using the Template to Create a Form Instance
  • Exporting the Template
Form Requirements: Using a Decision Matrix
  • Form Templates
  • Where's the Data?
  • Your SharePoint Version
  • Factors to Consider
  • The Design Checker
  • Combine Client-Based and Browser-Based Controls
  • Using the Decision Matrix
Form Design Basics: Working with InfoPath Layout, Controls, and Views
  • Form Layout
  • Adding a Layout and Table
  • InfoPath Controls
  • Control Properties Ribbon
  • Understanding the Basics of Data Binding
  • Adding Controls to the Flight Delay Form
  • Adding a Submit Button with a Rule to the Flight Delay Form
  • Views
  • Adding a Second View to the Flight Delay Form
Working with SharePoint List Forms
  • Basics of a SharePoint List
  • List Form Layout
  • List Form Fields
  • Calculated Fields
  • List Form Pages
  • Limitations of List Forms
  • Form Options
Adding Logic and Rules to Forms
  • Primary Types of Form Logic in InfoPath
  • Working with Validation and Formatting
  • Using Functions to Set a Default Value
  • Adding Action and Formatting Rules
  • Working with Sections and Conditional Formatting
  • Using Rules to Create a Wizard-Style Form with Multiple Views
Publishing and Submitting Form Data
  • Publishing Methods
  • Promoting Columns
  • Submitting to SharePoint
  • Publishing As a Content Type
  • Administrator-Approved Templates
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
Using the InfoPath Form Web Part
  • Web Part Settings
  • Web Part Connections
  • Parameters
  • Other Parameters
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
InfoPath Integration with SharePoint Designer Workflows
  • Introduction to Workflows
  • Workflow Initiation
  • Custom Actions
  • Workflow Task Forms
  • External List Forms
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
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
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
Advanced Options
  • The InfoPath Rule Inspector
  • Merging Forms
  • Relinking Forms
  • Browser and Filler Buttons
  • Offline Forms
  • Email Attachments
  • Preview
  • Default Values
  • Advanced Functions
Conclusion
Request Pricing
Lecture percentage

40%

Lecture/Demo

Lab percentage

60%

Lab

Course Number:

SHPT-240

Duration:

3 Days

Prerequisites:

All students must have solid end user familiarity with SharePoint 2010 and Office 2010. No prior InfoPath experience is presumed.

Training Materials:

All attendees receive a copy of Microsoft's Using Microsoft InfoPath 2010 with SharePoint 2010 Step by Step and comprehensive courseware covering all subjects in the course.

Software Requirements:

  • The class will need a central SharePoint 2010 server with a site collection set up for each user.
  • The student PCs should have Internet Explorer 9 or later and Office 2010, and InfoPath 2010, with http/https access to the SharePoint server.
  • During the process of scheduling the class, we will host a conference call with you to discuss setup options.

Contact Us:

Accelebrate’s training classes are available for private groups of 3 or more people at your site or online anywhere worldwide.

Don't settle for a "one size fits all" public class! Have Accelebrate deliver exactly the training you want, privately at your site or online, for less than the cost of a public class.

For pricing and to learn more, please contact us.

Contact Us

Toll-free in US/Canada:
877 849 1850
International:
+1 678 648 3113

Toll-free in US/Canada:
866 566 1228
International:
+1 404 420 2491

925B Peachtree Street, NE
PMB 378
Atlanta, GA 30309-3918
USA

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