Customized SharePoint and InfoPath Solutions
  COURSE OFFERINGS
  SharePoint 2007
  Master SharePoint 2007
  Advanced SharePoint 2007
  SharePoint 2007 for End Users
  SharePoint 2007 for Business Managers
  SharePoint 2007 for Site Administrators
  SharePoint 2007 for Central Administrators
  Integrate SharePoint 2007, Excel, & SQL Server
  Upgrade to SharePoint Server 2007
  InfoPath 2007
  Master InfoPath 2007
  Advanced InfoPath 2007
  Design InfoPath 2007 Forms for SharePoint 2007 Forms Server
  Design InfoPath 2007 Forms as a SQL Server Front End
  SharePoint Designer 2007 Training
  Master SharePoint Designer 2007
  Advanced SharePoint Designer 2007
  SharePoint Designer 2007 for Advanced SharePoint Server Reporting
  SharePoint Designer 2007 to Configure SharePoint & Database Data Sources & Views
  SharePoint Designer 2007 to Design SharePoint Master Pages & Site Branding
  SharePoint/InfoPath Workflow
  Build SharePoint 2007 Workflow Using SharePoint Designer 2007
  Build SharePoint Workflow Using SharePoint 2007
  Build SharePoint 2007 Workflow Using InfoPath 2007
Build SharePoint 2007 Workflow Use InfoPath 2007 Training

Please fill out the form below to provide information concerning your customized training needs. Once we receive your request, we will contact you to discuss agenda and scheduling details. If you have questions, please call us at 800-840-8050. Thank you for your interest in Workflow Ready.
Course Length:  2 days Cost:  $1195   Register (4 student minimum required)
Custom Course Builder Instructions
  1. Select a checkbox next to each topic you require.
  2. If you want to register for all topics, click here .
  3. Click Submit at the bottom of the page when you're done.
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
Please list any additional SharePoint topics you would like to cover.
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Course Registration

Please fill out this form to register for the class. Click Submit when you're done. Once we receive your request, we will contact you to discuss agenda and scheduling details. If you have questions, please call us at 800-840-8050.

All fields are required. Choose either State or Province.
Full Name: Email:
Address: Phone:
City: Organization:
State: Zip/Postal Code: Province: Job Title:
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To learn more about the Workflow Ready difference, please contact a Workflow Ready representative at 800-840-8050.  You may also request information online.
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