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Creating and Publishing InfoPath Forms: A Comprehensive Guide

This session will cover the essentials of creating and publishing InfoPath forms, including an overview of InfoPath's capabilities as a smart client, considerations before starting, and the step-by-step process of building forms. Learn about data connections, form controls, and how to publish forms to SharePoint. We'll discuss essential tips for automating processes and aligning forms with existing business workflows. Participants will leave with the knowledge needed to efficiently generate and manage InfoPath forms.

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Creating and Publishing InfoPath Forms: A Comprehensive Guide

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  1. Creating and Publishing InfoPath Forms Thursday|19 may 2011

  2. creating InfoPath forms|agenda • introductions & logistics • overview of InfoPath • things to consider before starting. . . • building the form • data connections • publishing to SharePoint • questions

  3. creating InfoPath forms|overview • Infopathoverview: • it’s a “smart client” – saves data locally • InfoPath caches form template locally • a rich collection of controls • a single form can have several views • allows for use of business intelligence at the form level

  4. creating InfoPath forms|things to consider • Things to consider before starting: • web vs. client-based forms • how much to automate – “idiot-proofing” • current business process/work-flow • data sources • design the schema first, based on the existing form if possible • are there requirements for hidden fields or sections

  5. creating InfoPath forms|building the form • Let’s get started: • touring the designer client • all InfoPath forms are based on a layout table – a form’s “scaffolding” • most designs are based on “tables within tables” • form functionality may sometimes dictate layout

  6. creating InfoPath forms|building the form • Using the tool . . . . . • forms generation for the non-developer • form controls • control properties • repeating tables/sections • using rules • using rules upon form loading

  7. creating InfoPath forms|data connections • Getting external data • database • sharepoint • data connection library • sharepoint list • web service • xml • Submitting data

  8. creating InfoPath forms|publishing your form • Publishing your form . . . . . • sharepoint • e-mail recipients • network location • Questions

  9. bcerwonka@baywoodtech.com 904.733.7336 ext. 1452

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