SharePoint 2010 Business Process Automation

SharePoint BPA Course Outline

I. An Introduction to InfoPath

A. What is InfoPath?
B. Why use InfoPath?
C. InfoPath and SharePoint Server

    • Using InfoPath to Collect Data
    • Using Workflows with InfoPath
    • The InfoPath Web Part

D. InfoPath vs. Traditional Web Forms

II. Creating an InfoPath Form

A. Using the Blank Form Template
B. Adding Form Controls
C. Naming Your Form Fields
D. Testing Your Form
E. Changing Form Options
F. Submitting Your Form
G. Publishing Your Form

Lab I

A. Creating a New Form
B. Adding Form Controls
C. Exploring and Setting Control Properties
D. Previewing a Form
E. Working with Form Options
F. Setting Submit Methods and Properties
G. Publishing a Form

III. Form Controls

A. Control Types

    • Input Controls
    • Object Controls
    • Container Controls

B. Add Controls to a Form
C. Form Controls

    • Text Entry
    • Single Selection Lists
    • Multiple Selection Lists
    • Checkboxes
    • Radio Buttons
    • Date/Time Controls
    • Person Controls

D. Using Controls to Initiate Actions
E. Creating Optional Controls
F. Repeating Controls

Lab II

A. Exploring Different Control Types
B. Working with Control Containers
C. Setting Initiation Options for Controls
D. Using Optional Controls
E. Using Repeating Controls

IV. Form Rules

A. Hide or Show Controls
B. Formatting Entries Based on Conditions
C. Validation Rules
D. Adding Action Rules to Buttons
E. Rules for Form Submission
F. Rules for Form Loading
G. Validating Data Using Patterns


A. Hiding and Showing Controls
B. Conditional Formatting
C. Validating Data Entry with Rules
D. Using Button Controls
E. Understanding Form Loading and Submission Rules

V. Form Functions

A. SharePoint URL Functions
B. Calculating Dates
C. Using the Current SharePoint User
D. Removing Spaces from Entries
E. Calculating Sums
F. Extracting Values form Strings
G. Miscellaneous Functions

Lab IV

A. Using InfoPath Functions
B. Determining Who is Completing the Form
C. Exploring Text Manipulation
D. Using Numerical Formulas
E. Retrieving SharePoint URLs with Functions

VI. SharePoint Page Deign and Views

A. Form Views

    • Changing the Current View Name
    • Creating New Views
    • Preventing Users from Using Views
    • Print Views

B. Form Design

    • Using Different Form Layouts
    • Using Form Themes
    • Adding Headers and Footers

C. Using Tables

    • Inserting Tables
    • Modifying Table Layouts

Lab V

A. Creating New Form Views
B. Setting View Properties
C. Securing Views Based on Security
D. Using Print Views
E. Using Form Layouts and Themes
F. Working with Tables to Organize Data

VII. SharePoint List Forms

A. Using a Form to Create a SharePoint List
B. Modifying Existing list Forms
C. Setting Your List Form as the Default Form

Lab VI

A. Creating SharePoint Lists from InfoPath
B. Modifying Existing List Forms
C. Publishing Your InfoPath Form to a SharePoint List

VIII. Submitting and Publishing to SharePoint

A. Enabling Forms for Submission
B. Email

    • Configuring Email Submission
    • Publishing Your Form to Email

C. SharePoint Libraries

    • Configuring SharePoint Library Submission
    • Publishing to a SharePoint Library
    • Using Multiple Forms in Libraries


A. Setting Submission Properties
B. Submitting InfoPath Forms Through Email
C. Publishing Forms Through Email
D. Submitting InfoPath Forms to SharePoint Libraries
E. Publishing to a SharePoint Library
F. Using Multiple Forms in Libraries
G. Reusing InfoPath Forms as Content Types

IX. Using Data in InfoPath Forms

A. Using Data from Databases
B. Using Data from SharePoint Lists
C. Using Data from SharePoint Data Connection Files
D. Using Data form a SOAP Web Service
E. Populating a Drop-Down List with Data
F. Cascading Drop-Down Lists
G. Displaying Data from SharePoint


A. Making InfoPath Forms Dynamic with Databases
B. Making InfoPath Forms Dynamic with SharePoint Lists
C. Making InfoPath Forms Dynamic with Web Services
D. Populating Drop-Down Lists with Real-Time Information
E. Creating Cascading Drop-Down Solutions

X. The InfoPath Form Web Part

A. Using an InfoPath Form Web Part
B. Creating Master/Detail Displays from SharePoint
C. Using an Edit Form on a List Page
D. Creating a Form to Send Data to Web Parts

Lab IX

A. Using the InfoPath Web Part
B. Creating Master/Detail Pages with SharePoint
C. Connecting SharePoint Web Parts
D. Creating Forms to Send Data to Web Parts

XI. SharePoint Workflows

A. Workflow Review

    • What are Workflows?
    • Why Use Workflows?
    • Determining the Need for Custom Workflows

B. SharePoint's Built-in Workflow Templates

    • Collecting Feedback
    • Collecting Digital Signatures
    • Approval Workflows
    • Three-State Workflows
    • Using SharePoint 2007 Workflows

C. Creating Workflows with SharePoint Designer

    • The Workflow Designer
    • Workflow Initiation and Variables
    • Understanding Conditions
    • Workflow Actions
    • Branching and If/Else Conditions

D. Creating Reusable Workflows in SharePoint Designer

    • Why Use Reusable Workflows?

Lab X

A. Working with SharePoint's Built-In Workflows
B. Using SharePoint Designer and the Workflow Designer
C. Creating Custom Workflows for InfoPath Forms
D. Understanding Workflow Conditions
E. Understanding Workflow Actions
F. Understanding If/Else Branching in Workflows
G. Creating Reusable Workflows with SharePoint Designer