Microsoft InfoPath 2010 Level 2

Target audience

This course is aimed at end users with experience in InfoPath, who have a need to include workflow and governance into their designs and make them interactive with existing data sets.

Delegates will learn how to

• Query and submit data to a database from InfoPath forms
• Retrieve data into InfoPath drop-down list controls
• Define user roles to identify groups of users and their rights to a form
• Connect forms to SharePoint lists to manage data
• Customise default SharePoint property pages for lists and libraries
• Implement form templates into workflow processes
• Implement trust and security into form templates

Overview

The goal of this course is to provide you with the knowledge required to design and publish forms, which provide a controllable environment with better workflow management. The course emphasises hands-on experience, with a series of self-guided exercises.
You will discover how to connect InfoPath forms to various data sources such as: SQL Server, E-mail, SharePoint and Web Services. You will be shown how to design and create forms that implement a workflow procedure that can be integrated into InfoPath and SharePoint Workflows. You will implement rules into forms that can identify the user accessing the form and control their process requirements. You will also gather data submitted by InfoPath forms and generate reports within InfoPath and Excel to analyse results.