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Tutorial 3: Building an advanced form and workflow

Tutorial 3: Building an advanced from and workflow

Tutorial 3 Overview

  1. Build a form in InfoPath
  2. Add and change swimlanes
  3. Create a starting workflow
  4. Publish the form
  5. Create an intermediate workflow
  6. Create Manager and HR form views
  7. Add functions for form logic
  8. Create an advanced workflow
  9. Create a SharePoint list and data connection
  10. Use transitions and promote fields
  11. Publish Transaction script as a Web service
  12. Add custom controls to InfoPath
  13. Configure custom controls in InfoPath
  14. Configure custom controls in InfoPath (advanced)

This tutorial includes exercises that start with basic skills and build upon one another to create an advanced form and workflow using Winshuttle Designer and Microsoft InfoPath.

In this series of exercises, you will work with more advanced features, including advanced custom controls, scripts, form views, functions, and more.

Note that the exercises are best performed in order because each one builds upon the previous exercise.

Prerequisites

  • Winshuttle Designer 10.5 or later
  • Microsoft InfoPath 2007 or later