About this Course

Tech Type Specialist
Code QAIP07L2
Duration 2 Days

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.

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.


  • A basic understanding of Windows XP or Windows Vista
  • Experience using Internet Explorer or an equivalent browser
  • Experience with using InfoPath (equivalent to our InfoPath 2007 Level 1 curriculum)
  • A good understanding of Relational Databases (e.g. Microsoft Access) is preferred, but not required
  • Some experience working with SharePoint is preferred

Delegates will learn how to

At the end of this course you will be able 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


Lesson 1: Connecting Data

  • Understanding Data Sources
  • Data Connections
  • Data Source Fields
  • Using Secondary Connections
  • Offline Mode Query Support
  • Querying Data Manually
  • Connecting to Web Services

Lesson 2: Submitting Data

  • Save Vs. Submit
  • Saving Forms
  • Submitting Forms
  • Submitting Forms to E-mail, Database and Web Services
  • Submitting Data Using Rules and Code
  • Customising Submit Messages

Lesson 3: Advanced Controls

  • Using Advanced Controls
  • Unbound Controls
  • Template Parts
  • ActiveX Controls

Lesson 4: Security and Trust

  • Trustworthy Computing
  • InfoPath Security
  • Digital Signatures for Form Templates and Data
  • Information Rights Management

Lesson 5: SharePoint Integration

  • Designing SharePoint Form Templates
  • Publishing to SharePoint
  • Publishing a Site Content Type
  • SharePoint Data Connection Library
  • SharePoint Web Part

Lesson 6: Workflows

  • Understanding Workflows
  • Creating User Roles
  • Assigning User Roles to Forms
  • SharePoint User Information
  • User Roles for SharePoint
  • Managing Workflow Status
  • Using SharePoint Workflows
  • E-mailing a Form to a SharePoint Library

Lesson 7: Reporting Data

  • Merging Forms
  • Transporting Data to Excel

Specialist Course

2 Days

Microsoft Office
Delivery Method

Delivery method

Classroom / Attend from Anywhere

Receive classroom training at one of our nationwide training centres, or attend remotely via web access from anywhere.

Find dates and prices

Online booking is currently not available for this course, to find out more please call us on 0113 220 7150 or email us at info@qa.com to discuss how we can help.

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