Developing SharePoint InfoPath Forms Training

Course 1507

  • Duration: 3 days
  • Labs: Yes
  • Language: English
  • 17 NASBA CPE Credits (live, in-class training only)
  • Level: Intermediate

This introductory SharePoint InfoPath Forms training course provides the knowledge and skills to design sophisticated forms for quickly gathering information without writing code and create InfoPath forms for seamless integration into Microsoft SharePoint. You will learn to build interaction into complex forms, capture external data and convert Office forms to InfoPath for optimal design and publishing. You will also learn to integrate InfoPath forms to customize SharePoint workflow, automate business tasks, and add intelligence to forms with Quick Rules.

    Train your whole team by bringing this course to your facility

    • In-Person

    • Online

    SharePoint InfoPath Forms Training Benefits

    In this InfoPath course, you will learn how to:

    • Rapidly create dynamic custom forms for deployment to SharePoint.
    • Build interaction into complex forms without writing code.
    • Add intelligence to forms with Quick Rules.
    • Customize a SharePoint list form in InfoPath.
    • Capture external data and convert Office forms to InfoPath.


    Attendees should have basic knowledge of SharePoint technologies

    SharePoint InfoPath Forms Training Outline

    Leveraging InfoPath forms in your organization

    • Defining the benefits and functionality
    • InfoPath Designer
    • Forms Services
    • InfoPath Filler

    Centralizing data collection for business processes

    • Replacing disparate forms throughout your organization
    • Exploring SharePoint lists and libraries
    • Submitting results to SharePoint

    Customizing form templates

    • Extending templates to meet business requirements
    • Adding input controls to enhance the user experience
    • Setting default values in fields or controls

    Creating new forms from scratch

    • Defining page layout with tables
    • Building user-friendly forms
    • Applying a consistent look and feel
    • Adding repeating tables for many values

    Verifying user input based on business rules

    • Configuring control properties
    • Applying Quick Rules for easy validation without code
    • Validating fields with range, required and format conditions

    Conditionally formatting fields

    • Changing background colors or fonts
    • Hiding form sections in response to user actions
    • Building robust cascading drop-down lists
    • Executing a query from an action rule

    Defining form actions

    • Dynamically setting the value of a field
    • Querying and submitting data
    • Loading data with a Change Action
    • Setting field properties to read-only

    Retrieving data from multiple sources

    • Integrating data with the Data Connection Wizard
    • Connecting to data sources and SharePoint lists
    • Populating a control with SQL Server Data

    Creating a user interface for business data

    • Modifying information inside an InfoPath form
    • Submitting changes to the data source
    • Loading a repeating table with data

    Replacing default SharePoint forms

    • Submitting to a document library
    • Substituting a list default form with an InfoPath form
    • Sending a form to SharePoint as a content type

    Assessing deployment options

    • Promoting items to a form library to extend reporting
    • Utilizing administrator-approved templates for complex forms containing custom code

    Deploying InfoPath forms

    • Replacing SharePoint lists with InfoPath forms
    • Making new form libraries with form templates
    • Creating content types based on forms
    • Adding Web Parts to a page to display forms

    Initiating workflow actions

    • Building a form to trigger a workflow
    • Adding a workflow to a form library

    Integrating e-mail and tasks

    • Coordinating and delegating tasks to information workers
    • Embedding the People Picker into forms

    Establishing conditional rules

    • Directing workflow actions with form fields
    • Generating task assignments based on form data

    Need Help Finding The Right Training Solution?

    Our training advisors are here for you.

    SharePoint InfoPath Forms Training FAQs

    Microsoft InfoPath helps organizations streamline business processes by creating forms, gathering information, and structuring data.

    Yes! We know your busy work schedule may prevent you from getting to one of our classrooms which is why we offer convenient online training to meet your needs wherever you want, including online training.

    Chat With Us