InfoPath: Advanced List-based Solution Development
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InfoPath: Advanced List-based Solution Development

Learn advanced techniques using InfoPath for developing useful solution on SharePoint lists.
3.9 (11 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
60 students enrolled
Last updated 6/2017
English
Current price: $10 Original price: $35 Discount: 71% off
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Includes:
  • 5 hours on-demand video
  • 1 Article
  • 12 Supplemental Resources
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
What Will I Learn?
  • Create complex, functional solutions on SharePoint using list forms customized in InfoPath Designer.
View Curriculum
Requirements
  • Students will need to have worked SharePoint lists, customizing list forms using InfoPath Designer.
Description

This advanced course will show you how to use InfoPath Designer to customize SharePoint lists' forms, creating multi-page forms using data connections to external data, Action Rules, Conditional Formatting Rules, Cascading Dependent Choice Filters, intra-page navigation, SharePoint wiki pages with InfoPath Form web parts, and site navigation to pages set up to showcase usable real-world solutions.

Who is the target audience?
  • This course is designed for students who have experience with InfoPath Designer and SharePoint List management and who want to to raise their development techniques to a new level.
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Curriculum For This Course
70 Lectures
05:01:20
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Course Introduction
2 Lectures 04:06

This video is a quick introduction to the course contents.

Preview 03:21

This article describes how to download and install InfoPath Designer.  An automatic system message should have been sent, describing how to get a SharePoint site for use during the course.

Install InfoPath Designer
00:45
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The Development Process
10 Lectures 52:11

Whenever you're confronted with developing a solution, whatever the platform might be, it's important to get good clarification about what the requirements are.  Spending lots of time and effort on something, only to find out later that it wasn't what the customer wanted, is wasteful and frustrating.  Take the time to get very clear about what is needed.

Define Solution Requirements
11:41

Part of the solution requirements should include what list template to start with.  In this course, we will use the Custom List template for everything.  The Custom List always includes a Title field, which can not be deleted, although it can be renamed and made optional.

Create the SharePoint List
02:50

There are many column types in SharePoint lists.  Each has a specific purpose and use, and changing column types presents other configuration options for that data type.  The solution requirements will dictate what needs to be created.  In list-based solution development, the process starts with the list columns, whose fields are then presented in InfoPath.

Create SharePoint List Columns
04:42

A SharePoint list always has 3 form types in it by default - a new item form, a display form (for existing items), and an edit form.  On the default forms, all list columns will be displayed.  The only thing you can configure is the order of the columns.  We customize that default list form in InfoPath, and, when we publish our form back to the list, our InfoPath form becomes the new form for the list.

Customize the list form using InfoPath Designer 2013
02:27

Instead of using lookup columns at the list level (which can't be configured), we recommend using external reference lists and making data connections to them from the InfoPath form.

Preview 05:57

When you first customize a form in InfoPath, it brings in all of the fields that the original (default) form has in a single table on one page.  InfoPath's Page Design menu lets us add additional pages (views) on the form to allow grouping of sets of fields for specific purposes onto their appropriate page.

Page Design - Adding Views
01:54

Formatting rules get applied to the target form control, but they can be conditionally triggered based on values of other fields.  Multiple rules can be applied to the same control, and there is a setting to configure how the rules behave with relation to each other.

Rules configuration - Formatting Rules
02:05

Action rules apply to form controls and can be made dependent on certain conditions.  Action rules can be set to Submit data, Query for data, Set a field's value, or Send Data to a Web Part.

Preview 05:38

Save a local copy of your form each time you make a significant configuration change.  Save each version with a different name.  In order to "revert" to a previous form, you would open the target template in InfoPath Designer and publish it.  This will cause it to replace whatever template is currently there.

Save and Publish Form Versions
02:38

The solution starts out as a SharePoint list, but users don't necessarily have to go to the list to use it.  Developers and site admins can create Wiki or web part pages to guide the user experience and then create site navigational elements to direct users to the pages instead of the list.

Preview 12:19
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The Call Coaching Solution
16 Lectures 01:10:02

This video presents an overview of our first solution.  Download the attached Word document and save it in a local folder.  Write out the required SharePoint list columns and their corresponding data type.  A sample of the spreadsheet the company currently uses is also attached.

Define the Call Coaching Solution Requirements
03:22

The first step in creating any list-based solution is to create the list.  With the SharePoint Custom List template, you will always have a Title column.  You can rename it, as well as make it optional, but you can't delete the Title column.

Create the Call Coaching List
00:38

With SharePoint List-based solutions, you must create the list columns first (in SharePoint) in order to have them available for use in customizing the form in InfoPath.  Refer to the Solution Requirements lecture to know what columns (and of what data type) to create for the solution.

Create the Call Coaching List Columns
05:55

From the SharePoint list's List menu, click the Customize Form button to download the list's form template in InfoPath.  It's recommended to save a copy of the form locally and make subsequent edits to the local copies before publishing it up to the site.  Once an InfoPath form is published, the InfoPath version becomes the "New Item" form, replacing the default SharePoint form.

Customize the Call Coaching Form
01:38

When you first customize a SharePoint list form in InfoPath, it starts out with all of the same fields in the same order as the default SharePoint form, with the fields in a 2-column table, caption or label in a column on the left and the control on the right.  One of the benefits of using InfoPath is the ability to customize the layout of this table.

Manage the Call Coaching Form Layout
02:46

Download the Excel attached to this lecture.  Use the "Import Spreadsheet" app wizard to import the named range from the spreadsheet into your site as a list.  The first row of the named range has column headers; use these as the list column names.

Create the Reference Lists for the Call Coaching Solution
02:52

With the reference data imported as a SharePoint list, create a data connection from the Data menu of the InfoPath form.  Change the SLOT (Single Line Of Text) field controls to Combo Boxes, and create the filtered lookup queries against this data connection.

Create Call Coaching Form Data Connections
07:17

InfoPath allows you to create multi-paged forms.  Pages (called "Views") are on the Page Design menu in InfoPath.  If the ribbon is available when the form is opened, users can switch pages (views) using a drop down menu.  If the ribbon is removed, you should include a button somewhere on the default start page to facilitate navigation to other pages.

Add Views to the Call Coaching Form
09:37

The Call Coaching solution requires a notes section for each criterion being graded.  However, these notes section should only appear when that criterion's check box is unchecked.  In order to control the appearance of these text box controls, put each one into a section.  

Configure Controls on the Call Coaching Form
03:29

Configure Formatting Rules to Unhide Comment Sections
05:52

There are many ways to "dress up" a form in InfoPath.  Shading on tables, cells, and the form background is the most obvious.  Images, including animated gifs, can be inserted in the form or table.  Images can be used as the background of the form itself.  There is also a way to use images as buttons.  This lecture shows a few of these methods.

Adding Images to the Call Coaching Form
01:30

There are several places where options can be configured, the most obvious of which is the Info>Form Options section.  Submit options (and form behavior) can be configured in 3 different places.  There is also a General Options area, as well as certain page options.

Configure the Call Coaching Form Options
01:59

Publish the Call Coaching Form
01:24

Use the newly published form online to create a first item on the list.  Make note of any controls, formatting, or behavior that needs to be edited, added, or removed.  Be sure to save a numbered copy of the offline version before making any major changes; if you have to "revert" back to this version, you simply republish this saved version.

Validate the Call Coaching Solution
06:00

A "view" on a SharePoint list is a set of fields in a certain order, with various formatting and layout properties including grouping, sorting, filtering, styles, and customization control.  Every list has at least one view, even if it's the All Items view.  The default view is the one shown when a user first opens a list.  

Create a List View for the Call Coaching List
06:49

Instead of sending users to the raw list and expecting them to know what to do, a better approach is to create Wiki pages (in a Wiki library) or web part pages.  Insert on the page the web part for the form or the list view, as needed for the purpose of the page.  The list web part starts with the list's default view, but this can be changed.  
Create site navigation links to the pages created for the purpose of presenting the solution.

Create the Wiki page for the Call Coaching Solution
08:54
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The Status Report Solution
14 Lectures 57:45

This video presents an overview of the status report solution.  Download the attached Word document and save it in a local folder.  Write out the required SharePoint list columns and their corresponding data type.  

Define the Status Report Solution Requirements
03:56

The first step in creating any list-based solution is to create the list.  With the SharePoint Custom List template, you will always have a Title column.  You can rename it, as well as make it optional, but you can't delete the Title column.

Create the Status Report List
01:24

With SharePoint List-based solutions, you must create the list columns first (in SharePoint) in order to have them available for use in customizing the form in InfoPath.  Refer to the Solution Requirements lecture to know what columns (and of what data type) to create for the solution.

Create the list columns
04:19

From the SharePoint list's List menu, click the Customize Form button to download the list's form template in InfoPath.  It's recommended to save a copy of the form locally and make subsequent edits to the local copies before publishing it up to the site.  Once an InfoPath form is published, the InfoPath version becomes the "New Item" form, replacing the default SharePoint form.

Customize the list form
01:29

Download the Project list.xlsx from the Resources pane and save it in the folder you're using for this solution.  If you didn't import the Reference list in the previous section, you should download this one as well.
Import the named ranges to create the SharePoint lists.

Create reference lists for Status Report
01:41

The InfoPath form for this solution will use the reference list and project list, imported earlier, as the data sources for combo boxes.  Create data connections to both lists, including all of the fields that you may need from each.

Create data connections for Status Report
04:23

Change the Project field to a combo box and have it use the project list data connection for its choices.  Set the default value of related project fields (these are still text boxes) using the corresponding value from the data connection.  The project manager field is driven by the project list data connection.  The remaining information about the project manager is populated by the data connection to the employee reference list.

Configure Controls for Status Report Form Views
03:01

In this video, we will create a formatting rule that will hide the Risk Mitigation multi-line text field in a section, and only display it if the Status changes to anything other than Normal, which is the default.

Configure Formatting Rules for Status Report Form Controls
03:11

In this video, we will create a series of Action Rules, applied to the Status combo box, which will drive default values and formatting of other controls downstream.  As the project status changes, the summary and mitigation text box values will change.

Configure Action Rules to Set Other Fields
07:26

Create a page (view) in the form that will serve as the page to be printed.  This page will not be used for input and won't even appear until the form has been filled out and submitted.  It will show read-only text boxes of the fields completed when the form was filled out.  It will also be the form's default page for printing.

Add views to the Status Report Fiorm
06:37

In this video we will look at some of the areas where form options, page options, and submit options are configured.  

Configure Status Report Form Options
02:15

The InfoPath form is always linked to the SharePoint list from which it derived.  The version of the form that is operational as the list's New Item form is the one currently open in InfoPath as of last time the Publishing was run.  If you ever have to revert to a previously saved version, simply open it in InfoPath Designer and publish it.

Publish the Status Report Form
02:53

As with any solution, use the form to create a sample report.  Make note of anything that doesn't work as expected.  Make necessary changes in InfoPath Designer and republish (after saving another copy locally).

Validate the Status Report Solution
05:31

Create a Wiki or web part page that includes the InfoPath form web part.  Other pages or zones can include web parts showing various views on the status report list.  Create site level navigation to the pages instead of having users go to the raw lists.

Create List Views and Wiki Pages for Status Report Solution
09:39
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The Asset Tracking Solution
14 Lectures 52:32

This video presents an overview of the asset tracking solution.  Download the attached Word document and save it in a local folder.  Write out the required SharePoint list columns and their corresponding data type.  

Define the Asset Tracking Solution Requirements
03:55

The first step in creating any list-based solution is to create the list.  With the SharePoint Custom List template, you will always have a Title column.  You can rename it, as well as make it optional, but you can't delete the Title column.

Create the SharePoint LIst
01:12

With SharePoint List-based solutions, you must create the list columns first (in SharePoint) in order to have them available for use in customizing the form in InfoPath.  Refer to the Solution Requirements lecture to know what columns (and of what data type) to create for the solution.

Create the list columns
03:55

From the SharePoint list's List menu, click the Customize Form button to download the list's form template in InfoPath.  It's recommended to save a copy of the form locally and make subsequent edits to the local copies before publishing it up to the site.  Once an InfoPath form is published, the InfoPath version becomes the "New Item" form, replacing the default SharePoint form.

Customize the form in InfoPath Designer
01:05

Use the attached spreadsheets to create the reference lists by importing them with the Excel Worksheet Import Wizard.  There is a third list for employees (to whom assets will be assigned) that you should have imported in a previous solution.

Create reference lists
07:58

The InfoPath form for this solution will use the employee reference list, imported earlier, as the data source for combo boxes related to people and departments.  It will use a data connection to the asset list to populate the asset combo boxes.  The reason we don't use lookup columns for this is because we can't use any data dependencies.  We need the data connection to drive the Dependent Cascading Choice Filters.
Create data connections to both lists, including all of the fields that you may need from each.

Configure data connections
03:36

Create a page (view) in the form that will serve as the page to be printed.  This page will not be used for input and won't even appear until the form has been filled out and submitted.  It will show read-only text boxes of the fields completed when the form was filled out.  It will also be the form's default page for printing.

Add pages (views) to the Asset Tracking form
01:06

Use the data connections configured earlier to create Dependent Cascading Choice Filters on a series of combo boxes on the Available Assets Lookup page.  The choice made in an upstream control drives what choices are available in a downstream control.  The final filter includes 2 conditions - one for the matching model but also one where the "Assigned" field "is not equal to" 1 (indicating the asset is not assigned.

Configure Asset Tracking form controls
05:11

In this video, we will create a series of Action Rules, applied to the Status combo box, which will drive default values and formatting of other controls downstream.  As the project status changes, the summary and mitigation text box values will change.

Configure action rules to set other fields' default values
02:22

Create an employee lookup form view
04:13

We've already created a lookup mechanism to find available assets.  Add a new table to this same page, which allows users to look up employees and assign the selected asset to the selected person.  An Action Rule on the Assigned Date changes the Assigned field to "Yes", thereby assigning it to the selected individual.

Configure Asset Assignment Action Rule
04:59

Create a Wiki or web part page the present the Asset Lookup page of the form to the users.  The form page is already configured to assign chosen assets to selected individuals.  Putting this specific form view on a Wiki page prevents the users from having to go to the list, open the form, navigate to the correct page, and then do whatever they need to do.  This way, the correct view of the form is right in front of them on the page.

Create list views and wiki pages to promote the Asset Tracking solution
03:30

Create a list view that sorts assigned assets by individual.  Then create a Wiki page and add the list view web part to the footer of the page.  Then, add the InfoPath form web part to the page, change the view to the Employee Lookup view (page) of the form.  The Employee combo box was configured to send data to a web part.  Connect the form web part to the list view web part, so that the selection of a person on the form sends that as a filter value to the list view web part.

Create assignment lookup wiki page
06:16

Create a third page which will provide links to the other Wiki or web part pages created earlier.  Then add site navigational links to direct users to this page.

Create a Wiki page for solution visibility and navigation
03:14
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The Travel Request Solution
14 Lectures 01:04:45

This video presents an overview of our final solution.  Download the attached Word document and save it in a local folder.  Write out the required SharePoint list columns and their corresponding data type. Pay close attention to the solution requirements (for list views, user interaction, and form functionality) as well as the list columns.

Define the Travel Request Solution requirements
05:09

The first step in creating any list-based solution is to create the list.  With the SharePoint Custom List template, you will always have a Title column.  You can rename it, as well as make it optional, but you can't delete the Title column.

Create the Travel Request SharePoint list
01:10

With SharePoint List-based solutions, you must create the list columns first (in SharePoint) in order to have them available for use in customizing the form in InfoPath.  Refer to the Solution Requirements lecture to know what columns (and of what data type) to create for the solution.

Create list columns
04:41

From the SharePoint list's List menu, click the Customize Form button to download the list's form template in InfoPath.  It's recommended to save a copy of the form locally and make subsequent edits to the local copies before publishing it up to the site.  Once an InfoPath form is published, the InfoPath version becomes the "New Item" form, replacing the default SharePoint form.

Customize the Travel Request form in InfoPath Designer
02:01

Download the attached Reference list.xlsx from the Resources pane and save it in the folder you're using for this solution.  If you imported the Reference list in the previous section, you should download this one as well.
Import the named ranges to create the SharePoint lists.

Import the Employee Reference list
04:45

The InfoPath form for this solution will use the employee reference list, imported earlier, as the data source for combo boxes related to people and departments to pre-populate request settings based on a person's travel profile.  
Create a data connections to this list, including all of the fields that you may need for downstream fields.

Configure data connections
10:45

The request view of the form is what users will fill out, and potentially what the travel office will use to process submitted requests.  We need a display view, which looks more like a "normal" travel itinerary than like the request.  This page will not be for input, but will be used as the default Display page for submitted requests.

Add and configure an Itinerary page (views) to the Travel Request form
07:29

Download the attached zip file of images, extract them, and embed them in section of the Itinerary page.  Configure section formatting rules to conditionally show one image or another in each table.

Add and configure images
04:18

If you don't want to show the InfoPath ribbon on the form, then you need to provide users with a way to navigate among pages.  Buttons are perfect for this, and they can be hidden until the item has been created.

Configure a button to switch views
02:01

In this video we will look at some of the areas where form options, page options, and submit options are configured.  This solution will use a Display page that is different from the Edit page, which is also different from the page used for printing.

Configure Travel Request form options
01:48

Create a page for the travel office
03:05

While we have a section of the request form that the travel office can use to process requests, we can do the same thing with a list view's Quick Edit mode.  Allowing the travel office to fill in information and change a request's status without having to open the form at all will significantly improve their performance.

Create a list view for the travel office to process requests
05:41

In this video, we will create a form page with two combo boxes to look up against the employee reference list. An action rule will send data to a web part.  This page will be added to a Wiki page and connected to a trip view of the list that will pass the selection of a person as a filter value to the list view.

Create a form view that passes values to a web part
07:45

This video presents a different kind of app on SharePoint called "Promoted Links", which uses more dynamic tiles to present a set of links, as well as govern the behavior of the page as it opens.  This is a much more interesting and engaging method of directing users to the pages set up for solution visibility.

Use Promoted Links to provide solution visibility
04:07
About the Instructor
Mr. Russell Mangum
4.1 Average rating
59 Reviews
2,110 Students
5 Courses
Experienced developer and tech instructor

I have been a technology instructor for over 20 years, teaching enterprise level hardware, networking, operating systems, virtualization, applications, solutions development, systems management, and security. 

Having worked with every version of SharePoint since its beginning (including the Beta version (Tahoe)), I plan to offer advanced courses in SharePoint and InfoPath solution development.  I also have outlines for Office 365 solutions development.