Microsoft SharePoint Server 2013 Forms and Workflows Masterclass Training Course
Audience : This course is aimed at delegates who wish to learn all there is to know about InfoPath Forms and SharePoint Workflows in one Course. Previous knowledge of SharePoint is advantageous but not required.

Duration : 5 Day

Course Description : This is a five day course covering everything you need to know about integrating InfoPath Forms with SharePoint Server 2013 as well as covering the automation and processes by building SharePoint Workflows using SharePoint Designer Custom Workflows and OTB workflows in the browser. The course is instructor lead which will be delivered onsite using your own SharePoint system or using Standsure Technologies training environment so the delegates get the most from their training with a more hands on experience.

Courseware : Courseware will be provided electronically.

Topics covered during the course:
Module 1 – InfoPath and SharePoint Relationship
Topic A – Using InfoPath In SharePoint
Topic B – SharePoint Form Templates

Module 2 – SharePoint List Forms
Topic A – SharePoint Lists in InfoPath
Topic B – SharePoint Properties in InfoPath
Topic C – Connecting to an Existing SharePoint List
Topic D – Creating a New Form and Publishing to SharePoint List

Module 3 – SharePoint Library Forms
Topic A – Creating and Using Library Forms within a Forms Library
Topic B – Publishing a Form to SharePoint
Topic C – Publishing Properties
Topic D – Submit Options

Module 4 – SharePoint Data Connections
Topic A – What is a Data Connection?
Topic B – Populate Fields from Data Connections
Topic C – Data Source Fields
Topic D – Using SharePoint Connections
Topic E – Querying Data Manually
Topic F – The User Profile Web Service
Topic G – SharePoint Web Part

Module 5 – Advanced Controls
Topic A – Using Advanced Controls
Topic B – Hyperlink Control
Topic C – Choice Groups
Topic D – Repeating Tables
Topic E – Person/Group Picker Control
Topic G – Region Controls

Module 6 – SharePoint Advanced Form Options
Topic A – Forms Templates as Content Types
Topic B – Administrator Approved Templates
Topic C – Document Information Panel

Module 7 – Using SharePoint Designer Workflows
Topic A – Opening the Workflows Site Object Interface
Topic B – Understand the Different Types of Workflow
Topic C – SharePoint 2010 Workflows Vs SharePoint 2013 Workflows
Topic D – Creating a List Workflow
Topic E – Using the Workflow Editor Interface
Topic F – Use Variables and Workflow Lookup Data within a Send an Email Action
Topic G – Publishing a Workflow
Topic H – Running a Workflow

Module 8 – Workflow Tasks and Initiation Forms
Topic A – Workflow Task Actions
Topic B – The Assign a To-Do Item Task
Topic D – The Collect Data from a User Task
Topic E – Creating Cross List Lookups using Workflow Variables
Topic F – The Assign a Form to a Group Task

Module 9 – Utilising Data Workflows
Topic A – Using Calculations in Workflows
Topic B – Update Data in the Current List
Topic C – Look Up Data from Other SharePoint Lists
Topic D – Create Items in Other SharePoint Lists
Topic E – Update Data in Other SharePoint Lists

Module 10 – Managing Information using Workflows
Topic A – Check In and Check Out Documents using Workflow Actions
Topic B – Delete Drafts and Previous Document Versions
Topic C – Declare and Undeclare a Record

Module 11 – SharePoint 2013 Workflows
Topic A – Create a SharePoint 2013 Workflow Type
Topic B – Create and Configure Initial Holiday Request Workflow settings
Topic C – Create Workflow and Workflow Settings
Topic D – Workflow Start Options, Task and History
Topic E – Creating Stages
Topic F – Task Process Action
Topic G – Connecting Stages
Topic H – Holiday Reminder Email
Topic I – Publish and Run Workflow

Booking This Course
If you wish to discuss or ask an questions in regards to this course our team can be contacted at and we will be happy to discuss your requirements.