SharePoint - Developing InfoPath Forms

The course will cover the creation and management of InfoPath to develop SharePoint lists and library forms.

Target Audience

This course is aimed at delegates who have a good basic understanding of SharePoint lists and libraries and would like to create bespoke user forms.

Pre-Requisites

Basic understanding of SharePoint lists and libraries and the concept of columns (metadata). To use InfoPath in Form Design with SharePoint Lists you must have SharePoint Enterprise version.

Objectives

To be confident in the use of InfoPath to develop SharePoint forms.

Basic Forms

  • The data connection to InfoPath
  • Adding and removing form fields
  • Using form tables
  • Refreshing fields
  • InfoPath form views
  • Updating SharePoint changes in InfoPath
  • Resetting the SharePoint form
  • Changing controls and control bindings
  • Tailoring the look and feel of the form
  • Adding Logos and company branding

 

Creating Views

  • The default user view
  • Creating a new page view
  • Adding buttons to switch views
  • The Submit button and rules

 

Rules

  • Creating logic rules
  • Hiding and showing sections
  • Adding Additional Data connections
  • Creating cascading drop down boxes

 

Security

  • Creating an associated security list to control access to fields
  • Linking the list to InfoPath
  • Accessing the current users details
  • Checking the current user against the security list
  • Modifying filed access through security

Course Testimonials