Build SharePoint 2007 Workflow with InfoPath 2007 Forms Training
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Once we receive your request, we will contact you to discuss pricing, agenda, and scheduling details. If you have questions, please call us at 800-840-8050. Thank you for your interest in Workflow Ready.
Part 1: Understand and Plan Workflows
1.1 Workflows: Overview
Steps involved in using workflows
Add or change a workflow for a list, library, or content type
Start a workflow on a document or item
Modify a workflow in progress
Complete workflow tasks
Track the status of workflows: History and Tasks lists
1.2 Workflows Included in SharePoint 2007
Use an Approval workflow
Use a Collect Feedback workflow
Use a Collect Signatures workflow
Use a Disposition Approval workflow
Use a Three-state workflow
1.3 Plan for the Workflow Lifecycle
Plan the workflow business logic
Set appropriate permissions for all workflow participants
Document all conditions and actions in Visio or Excel
Test workflow email integration
Part 2: Build InfoPath Form Design Tasks
2.1 Create Forms
Create and customize Layout Tables
Add and modify Controls
Create Repeating, Nonrepeating, and Optional Sections
Create Repeating Tables
Add and Format Text
2.2 Create and Customize Data Entry Controls
Work with the Form Designer
Add and customize Controls
Configure Basic Properties
Configure Advanced Properties
Configure Display settings
Text and Rich Text Boxes
Drop-Down Lists and List Boxes
2.3 Conditional Formatting
Apply Conditional Formatting to a form template
Disable or set a control as read-only
Hide a control based on values on the form
Prevent users from inserting or deleting a control
Set pattern-matching conditions for data
Show or hide rows in a Repeating Table
Use color to indicate status in a Repeating Section
Remove Conditional Formatting
2.4 Data Validation
How validation works
Eliminate blank fields
Create validation rules
Use validation operators
Perform comparisons
Use pattern matching
Create and customize Scripting Validation
Part 3: Create an InfoPath Browser Form
Enable InfoPath Forms Services on SharePoint Server
Create InfoPath browser-enabled form
Add data entry controls to InfoPath form
Design an InfoPath form to gather data from an end user
Configure the Design Checker to check browser-enabled form compatibility
Part 4: Publish Forms to a SharePoint Form Library
Specify the data connection
Create unique form names via Rules with form submit
Promote form fields as SharePoint columns
Create a new Document Library
Publish to the library and embed the form in an email
Configure SharePoint form library settings
Configure the Document Library for browser-enabled forms
Part 5: Create an InfoPath Form with Custom Approval Workflow
5.1 Add Fields to Capture User Input Information
Access the Data Source
Add fields and groups
Insert the Layout Table
Bind the fields to the data source
5.2 Add Fields to Capture Status Information
Add a status field to the form's data source
Bind a control to the field
Populate list choices from a SharePoint list or external data source
5.3 Define a New Workflow with SharePoint Designer
Attach the new workflow to an existing site and library
Configure workflow start options
5.4 Specify Conditional Logic and Actions in SharePoint Designer
Specify initial conditions
Specify multiple and Else-If conditions
Define and assign variable
Build dynamic strings
Perform Workflow Lookups
Define the email message which contains the lookup variables
Part 6: Additional Topics
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