InfoPath: Basic SharePoint List Form Development
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InfoPath: Basic SharePoint List Form Development

Learn how to customize and publish SharePoint List Forms using InfoPath. Learn basic development methodology for lists.
3.6 (13 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.
96 students enrolled
Last updated 12/2016
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  • 3.5 hours on-demand video
  • 4 Articles
  • 9 Supplemental Resources
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
What Will I Learn?
  • Create custom SharePoint lists using a variety of data types.
  • Customize the list form using MS InfoPath Designer.
  • Create and develop SharePoint list based solutions for a variety of customer requirements.
View Curriculum
  • 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.

Managing a SharePoint site is hardly intuitive, and working in InfoPath Designer without guidance is even less so.   InfoPath is still used to customize forms on SharePoint lists.

This course covers the basics of customizing a SharePoint list form using InfoPath Designer 2013.  You will develop 4 useful solutions, starting with the SharePoint list and customizing the forms used to create and view items on the list. 

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
41 Lectures
Prepare the operating environment
3 Lectures 04:13

This article walks students through the process of downloading and installing InfoPath Designer 2013.

Installing InfoPath Designer 2013

Upon registration, you should have received a message telling you how to reply with the information needed to create your SharePoint site and login account.  If you did not receive this message, please send the instructor an internal message.  You will need to have the site and login account created before you can proceed.

Accessing your SharePoint environment
The InfoPath Development Process
1 Lecture 05:57

The steps presented in this video are not necessarily specific to SharePoint or InfoPath; they can be applied to most solution development projects.

Preview 05:57
Creating the SharePoint Lists
11 Lectures 01:09:31

Once you've accessed your SharePoint site, go to Site Contents and create a new Custom List.

Preview 01:58

In this video, we demonstrate how to add a new column to a list in SharePoint.

Adding a column to a SharePoint list

In this video, we create the columns required for the Travel Request solution.  We also look briefly at some of the considerations for other column types.  Please download the attached article for more detailed information about the various SharePoint list column types.

SharePoint list column data types

This article is similar to the pdf presented in the previous lecture.

SharePoint List Column Types

If you mess up a list column, either by editing or because you created the wrong type in the first place, you can delete it from the list and start over.  This article discusses how to delete a list column.

Change the settings for a SharePoint list column

The SharePoint engine generates a default list form, using all of the columns in the list, and in the order in which they're stacking in the column ordering.  This is initially the order in which the columns were created, but you can change that.  Even though we are going to customize the form in InfoPath Designer, it's a good practice to maintain proper column order for clarity and smoothness.

Change the order of list columns

This brief video presents an overview of the solutions we'll be developing in this course.  Download the complete case write-ups separately for reference.

The case studies for your solutions

This video walks through the creation of the Asset Tracking list.

Create asset tracking list

The Call Coaching list contains several boolean (Yes/No or True/False) columns.  These always have a default value.  On the standard SharePoint list form, they are a drop-down menu; on the InfoPath form, they are a check box.

Create call coaching list

There is a useful column type that you want to use in a corporate environment which uses Active Directory - the Person or Group field.  When we initially created the call coaching list, we used this field, but later changed it to a Single Line of Text field.  After the change, it is necessary to rearrange the column order for this list.

Change column ordering

The previous lists started with a Custom List and built the required columns into it.  This solution will use a different list template (Issue Tracking), which has more columns and different columns than our solution needs.  We will re purpose some, delete some, and create new columns as needed.

Create status report list

This is simply a stopping point to ensure you are able to access your site and have created the 4 lists.

List Creation for case studies
5 questions
Editing SharePoint List Forms in InfoPath
6 Lectures 27:41

This video shows how to use the SharePoint List menu to download a list form and customize it in InfoPath.  The default SharePoint form is NOT replaced until you publish the InfoPath form back up to the list.

Edit the default SharePoint list form

This video provides a quick orientation to the InfoPath interface.  The various command buttons are organized in different tabs on the menu bar.

Brief orientation to InfoPath Designer

Even though we may not have finished our form, we're going to publish an initial 'draft' to the list, thereby replacing the default SharePoint New Item form.

Publishing a customized form

With the lists created, we will go into each list and do an initial customization and publishing of the list form in InfoPath.

Edit Asset Tracking List Form

Notice how the Boolean fields (the Yes/No list columns) turn into check boxes on the InfoPath form. 

Edit Cal Coaching List Form

Because the Status Report list uses a different SharePoint list template, some of the controls in InfoPath are different.  Specifically, the Notes section, a "Multiple Lines of Text" field, with the setting "Append to existing text" turned on at the list, becomes an optional Section control with a "History" section (repeating table control) below it.  The functionality of this control will make sense when we test and validate the form later.

Edit Status Report List Form

This is just a status check to ensure you are able to customize your list forms in InfoPath Designer.

Customizing the list forms
3 questions
Publishing InfoPath Form Templates
6 Lectures 42:15

Download the attached zip file and use the graphics in it, if you want.  You can browse the Internet and find your own, or you may choose not to use any images at all.

Formatting InfoPath forms

While there is a "Save" button on the ribbon above the form, it is often a good idea to add a button at the Submit bottom of the form as a courtesy to your users. 

Submit Options and Submit Button

The new version of the form is not available to users until you Quick Publish it back to the SharePoint list.

Republish an improved form template

Download the attached zip file and use the graphics in it, if you want.  You can browse the Internet and find your own, or you may choose not to use any images at all.

Format the Asset Tracking List Form

If you save copies of the list forms (as recommended) through the various phases of development, you can open the latest locally saved copy and continue working on it from there.  This is sometimes more convenient than returning to the SharePoint list menu every time.

Format the Call Coaching List Form

Download the attached zip file and use the graphics in it, if you want.  You can browse the Internet and find your own, or you may choose not to use any images at all.

Format the Status Report List Form

Feel free to format the list forms to your tastes or customer requirements.  

Formatting the current forms
1 question
Testing, Validation, and Refinement
8 Lectures 25:30

Although we have formatted and published a few versions of this form, we haven't tested its functionality.  Does it render as expected?  Does it ask for the information the solution requires?  Does the submit button work?  Anything that needs to be fixed or improved should be noted in this initial submission.

Testing form functionality

Any changes that were needed after the validation step should be performed in InfoPath Designer.

Refine the Travel Request form

Validate the Asset Tracking form for functionality.

Testing the Asset Tracking List Form

Edit and republish the Asset Tracking form.

Refine the Asset Tracking form

Validate the Call Coaching form for formatting and submission functionality.

Testing the Call Coaching List form

Validate the Status Report form.

Testing the Status Report List form

Refine the Status Report form

This video shows how admins can reset a SharePoint list's form back to the original SharePoint list form.  If you have to use this feature, be careful about deleting the InfoPath form from the server.

Resetting the list form to SharePoint default
Making the published form available to users
6 Lectures 43:33

A view in SharePoint is a set of fields in a certain order.  Create views for specific purposes and for specific audiences.  Every list has at least one view and has only one default view.

SharePoint List Views

SharePoint Wiki pages are lightweight and easy to use.  You can freely add and format text and other elements, easily create links among other Wiki pages, and add "windows of visibility" into contents elsewhere on the site by using Web Parts.

SharePoint Wiki Pages

One of the Web Parts available is the InfoPath Form Web Part.  

Wiki Pages with InfoPath Form web parts

You can also provide a window of visibility into the contents of a list, by adding a list view web part on a page.  This web part starts with the list's default view, but you can configure it to show a different view.

Wiki Pages with List View web parts

The Top Link bar and Quick Launch navigation bar can be customized.  Having created Wiki pages that have the solution's form and list view on the same page, we can include navigational links to the pages to the site's navigational elements.

Configuring site navigation

Similar to the site's navigation, you can add a Promoted Links list to the site and configure dynamic 'tiles' to guide users to the pages.

Promoted Links list in SharePoint

This final check is to ensure that you have completed the final tasks for your solutions.

Final quiz
3 questions
About the Instructor
Mr. Russell Mangum
3.8 Average rating
53 Reviews
1,872 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.