InfoPath: Basic Form Library Solution Development
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InfoPath: Basic Form Library Solution Development

Learn how to create and publish InfoPath Form Library solutions using InfoPath Designer 2013 on SharePoint 2013.
3.7 (9 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.
44 students enrolled
Last updated 5/2017
English
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Current price: $10 Original price: $20 Discount: 50% off
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Includes:
  • 2.5 hours on-demand video
  • 6 Articles
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
What Will I Learn?
  • Create custom InfoPath Form templates using a variety of data types.
  • Customize the Form Template using Microsoft InfoPath Designer.
  • Create and deploy SharePoint-based form library solutions for a variety of customer requirements.
View Curriculum
Requirements
  • Download and install InfoPath Designer 2013. We'll introduce this in the first section and provide a link to the download page.
  • You should also need to be somewhat familiar with how to navigate in Office 365.
Description

Working in InfoPath Designer without guidance can be daunting and confusing.  Like much of SharePoint, it's hard to know where to start, even if you're looking at a finished solution. 

This course covers the basics of creating and customizing an InfoPath form template using InfoPath Designer 2013 published in and submitting to an InfoPath Form Library.  You will work in a live SharePoint environment on Microsoft's MSDN cloud for 30 days while progressing through the course.

Course material consists of detailed written instructions, recorded software demos, and working data sets to build your site with (so you won't have to make up all the data yourself).

Who is the target audience?
  • This introductory course is designed for SharePoint site owners and content managers who need to design solutions for internal customers (teams and departments). No programming knowledge is necessary.
  • This course is good preparation for the Advanced InfoPath courses being developed.
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Curriculum For This Course
53 Lectures
02:37:42
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Course Introduction
3 Lectures 02:58

This first lecture lays out the course outline.

Preview 01:43

This article explains how to create your free Office 365 SharePoint online site for 30 days.

Accessing your SharePoint environment
00:27

InfoPath Designer 2013 requires Microsoft Office 2013 or 365.  It's not part of the default installation, but rather gets downloaded and installed separately. 

Installing InfoPath Designer 2013
00:47
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The Development Process
2 Lectures 04:46

This lecture presents the 4 case studies for which students will be developing solutions.  The course is organized to complete each solution in turn.  The first lecture of each section includes a description of the case study itself.

Preview 01:25

This lecture presents the development process, which can be applied to areas other than InfoPath or SharePoint.

Preview 03:21
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Creating the Candidate Scoring Solution
16 Lectures 50:02

This article presents the first solution case study.  Your task is to list out the data fields needed, along with the type of data field you think each should be.

Define Candidate Scoring data fields
01:04

The development of each solution starts with the creation of the blank form template.  Save it in a folder locally and save subsequent versions during the development process to the same folder, adding 1 to the name or otherwise changing the file name.

Preview 01:30

In this lecture, students will create the data elements (groups and fields) for the Candidate Scoring solution.  

Preview 01:53

Because InfoPath form library solutions begin with the form template (as opposed to a SharePoint list in list-based solution development), it's important to remember that it is the form that contains the fields, not the library.  Create and organize groups and fields as necessary.

Preview 02:35

Data fields and groups get added to the container that is currently selected when the menu is opened.  They can be moved from one group to another as well as up and down within a group.

Moving fields between groups
02:03

Many developers make the mistake of trying to make the data field match what they know they want the form control to be.  The form controls can change, but it's important to get the data field set up correctly.

Final field considerations for Candidate Scoring form
01:13

In this lecture, students will add the controls onto the form for the data fields created earlier.

Add Candidate Scoring Form Controls
03:44

The technical section scoring fields are number fields, but the form controls for assigning the scores will be option buttons.  This lecture shows how to add and configure option buttons to a form.

Adding Candidate Scoring Option Button Controls
05:45

This lecture is the first of several that will demonstrate the use of the formula window.  The candidate's Overall Score field will be the sum of the individual technical section scores.  In this lecture, students will create a simple addition formula to add these up for the Overall Score.

Add a Calculated Field to the Candidate Scoring Form
03:19

Boolean fields (Yes/No, True/False, On/Off) fields can be added to a form using various controls.  For each type of control, a developer must configure the values and settings, including which selection is to be assumed by default.  The default control is a check box.

Add a Checkbox Control to the Candidate Scoring Form
02:20

Combo boxes, list boxes, and drop-down list boxes "supply" choices for users to select from.  The options presented can be added manually to the control or can be provided by external data sources.  In this lecture, students will configure a combo box with manual choices.

Configure combo box control on Candidate Scoring form
03:40

Part of the iterative development process is the practice of saving versions of the form template each time a significant configuration change is made.  If the change breaks the template and prevents it from working, or if the change is made as an experiment, the developer can always open the version saved BEFORE the change was made and develop in a different direction.

Save an unpublished version of the Candidate Scoring Form
01:15

The most common arrangement is to publish a form template in the SharePoint form library to which the completed forms will be submitted.  The publishing wizard can either update the form in an existing library or it can create the form library during the publishing process.  In this lecture, students will publish their form and create a new library in the process.

Publish the Candidate Scoring Form to Create the Form Library
04:20

The form template, wherever it is published, will allow users to create new forms based on that template.  When users have completed their forms, they normally SUBMIT them.  It is the template's Submit Options contain the configuration for this action.

Configure Candidate Scoring Submit Options
04:11

In this lecture, students will test out their newly published Candidate Scoring form for ease of use and functionality, including the option buttons for scoring, the calculation of the overall score, the ability to attach documents, and the file naming conventions during submission.  Any edits will, of course, be done in InfoPath Designer and the template republished..

Testing the Candidate Scoring Form
02:53

The final part of the development process is presenting it to users.  In this lecture, students will create Wiki pages for their solutions and add the URL of the Wiki page to the site's navigation.

Making the Candidate Scoring Solution Visible to Users
08:17

This is simply a check to ensure you were able to complete the first solution

Candidate Scoring Solution
1 question
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Creating the Training Progress tracker solution
9 Lectures 34:12

Use this article to define the necessary data fields and groups.

Defining the Training Progress solution requirements
00:59

Create a local folder for the next solution.  Create a new form template in InfoPath for submission to a form library, and save an initial version of the Training Progress form.

Create Training Progress Form
01:17

Using the solution requirements as a guide, create the groups and data fields needed for the Training Progress form.  In a domain environment, the trainer and trainee fields would use the Person or Group field.  The easiest way to create this field is to add the People Picker control to the form.  Doing so will add the group and fields to the Data Fields area.

Create Training Progress Groups and Fields
05:05

Add the controls for each group of data fields to the form, each group in its own table.

Create Training Progress Form Controls
03:44

The destination form library can be created beforehand, in which case the publishing feature would update the existing form.  Alternatively, the publishing process can create the form library on the site directly.  This is the method used in this lecture.

Publish the Training Progress Form
02:17

Unlike SharePoint lists, InfoPath forms are the containers for the data fields.  Some fields can be called out as columns for use in library views.  This process is known as Property Promotion.

Configure Training Form form options - promoted properties
02:16

The destination library has to exist in order to configure the Submit Options for the template.  Because the forms exist as XML files, part of the submission process must address the file naming convention.  This will be done using the formula window.

Configure Training Progress Form Submit Options
05:03

InfoPath form template validation includes opening the form, control action and formatting, submit actions and file naming, and property promotion to SharePoint columns.  Any changes need to be made in InfoPath Designer and the template republished.

Testing the Training Progress Form
05:44

The final part of the development process is presenting it to users.  In this lecture, students will create Wiki pages for their solutions and add the URL of the Wiki page to the site's navigation.

Make the Training Progress Solution Visible
07:47
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Creating the Prospect solution
11 Lectures 27:32
New Prospect form - Solution Requirements
00:47

Create a local folder for the next solution.  Create a new form template in InfoPath for submission to a form library, and save an initial version of the New Prospect form.

Create New Prospect Form
00:58

Refer to the solution requirements for the New Prospect solution and create the groups and data fields as necessary.

Create New Prospect groups and fields
01:57

Add form controls for the data fields in tables.  Label the tables according to the groups. 

Create New Prospect form controls
09:22

The Industry data field is plain text, but instead of having users type in the correct industry in a text box, we'll use a combo box control to present a list of industries to choose from.

Combo box control configuration
01:04

The Form Options for this solution are going to be slightly different from the "normal" forms because the intended use is primarily offline using InfoPath Filler rather than as the default template in a form library online.  Form options need to changed in order to support the use in InfoPath Filler offline.

New Prospect Form - Form Options
01:36

The destination form library can be created in the SharePoint site before publishing the form, which is what we will do for this solution, since the form template will actually be published out to a network share.

Create the New Prospect Form Library
01:27

This solution will have the form template published in a different location than the destination form library.  The SUBMIT OPTIONS, however, will submit to the form library we created earlier.  

Configure New Prospect Form Submit Options
02:13

If a form template has already been published, then the Quick Publish setting retains the location of the last place it was published.  By going to the File > Publish menu (instead of Quick Publish), it is possible to publish the template to a different location.  For this solution, the form template will be published to a network share.  The intended users will still have to be able to access the share at least once in order to copy the template to their laptops, but once they have it locally, they can fill it out and save forms locally.

Publish the New Prospect Form to a Network Share
03:07

Validation of the Sales Prospect solution will include testing the offline availability and functionality (saving files offline) as well as testing the submission process for files that were created offline.  Note that the user can choose what to name their local files, but the Submit Options formula is programmed to save the files in the form library using data from fields in the form.

Testing the New Prospect Form
03:04

Validation of the Sales Prospect solution will include testing the offline availability and functionality (saving files offline) as well as testing the submission process for files that were created offline.  Note that the user can choose what to name their local files, but the Submit Options formula is programmed to save the files in the form library using data from fields in the form.

New Prospect Form Submission
01:57
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Creating the Sales Report solution
10 Lectures 32:40

Use this article to create a list of groups and fields for the Sales Report form solution.  Remember, it the Order Details group, not the individual fields, that is repeating.

Sales Report form - Solution Requirements
00:52

Create a local folder for the next solution.  Create a new form template in InfoPath for submission to a form library, and save an initial version of the Sales Report form.

Create Sales Report Form
00:45

Refer to the Solution Requirements for the Sales Report form to create the groups and fields as needed.  Pay attention to how the OrderDetails group gets created.  The group is repeating, not the fields.  Each group of fields will constitute a line item on the order.

Create Sales Report Groups and Fields
03:28

Add form controls for the data fields in tables.  Label the tables according to the groups. For the repeating group OrderDetails, add a table, add a heading, merge the rest of the cells into one, and insert the group together as a Repeating Table.

Create Sales Report Form Controls
09:22

 The publishing wizard can either update the form in an existing library or it can create the form library during the publishing process.  In this solution, students will first create the destination library in SharePoint.  Then,  the publishing wizard, instead of creating a new library, will update the template in an existing library.  

Create the Sales Report Form Library
01:04

The destination library has to exist in order to configure the Submit Options for the template.  Copy the base URL of the library to the cliipboard before beginning the configuration of the Submit Options.   Because the forms exist as XML files, part of the submission process must address the file naming convention.  This will be done using the formula window.

Configure Sales Report Form Submit Options
02:22

InfoPath form template validation includes opening the form, control action and formatting, submit actions and file naming, and property promotion to SharePoint columns.  Any changes need to be made in InfoPath Designer and the template republished.

Testing the Sales Report Form
04:40

The publishing process can create the form library on the site directly.  Alternatively, the destination form library can be created beforehand, in which case the publishing feature would update the existing form.  This is the method used in this lecture.

Publish Sales Report Form
02:19

A "view" in SharePoint is a set of fields in a certain order, along with other grouping, sorting, filtering, and formatting effects.  Promoted Properties are data fields in an InfoPath form, which are also available as columns in SharePoint.  In this lecture, we will use these promoted properties to create a view of the form library.

Create views on the Form Library, using promoted data fields
02:44

The final part of the development process is presenting it to users.  In this lecture, students will create Wiki pages for their solutions, adding an InfoPath form web part as well as an App view web part to the page.  Then, they will add the URL of the Wiki page to the site's navigation.

Sales Report Solution visibility
05:04
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Review
2 Lectures 05:43

This quick lecture reviews the basic development process for developing InfoPath Form Library solutions.

Review of the development process
01:10

Promoted Links is a feature of SharePoint 2013 that allows site admins to create a list of links (either internal or external) whose item appears as a dynamic "tile", complete with background image, and whose navigation behavior can be controlled.  This provides a very dynamic way to showcase solutions.

Using Promoted Links in SharePoint
04:33
About the Instructor
Mr. Russell Mangum
3.8 Average rating
53 Reviews
1,874 Students
4 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.