Your complete office in the cloud.

InfoPath - SharePointOnline Business forms

Christopher BirdOffice 365 DeveloperCloud Hound

Why do electronic forms matter?Forms drive business processes• Inefficiencies and inaccurate information cause significant negative

downstream effects

Forms hid the complexities of processes• Electronic information capture helps streamline the complex

processes sitting behind forms

Forms are everywhere• People in your organisation are inundated by forms - expenses

reports, benefit statements, and so on

Best Value

Types of forms • Service audit checklist• HR employee record• Maternity leave• Contracts• New employee request• Training• Holiday Request• Expenses• Sick Leave• Budget / Financial

• Event contract• Book Event Staff• Reserve AV Equipment• Legal• Budget / Financial• Emergency Contact Information• Travel Request• Membership• Benefit use request• While you were out• Inventory

“Steps to building forms”

InfoPath Designer

InfoPath Filler

InfoPath Templates

Steps to create an InfoPath template• Data source• Layout• Controls• Views • Design Checker• Publish form template

Resources • Gini Courter Lynda.com • InfoPath 2013 Essential Training

• Wong A Tong • InfoPath Tutorials and Solutions. http://www.bizsupportonline.net/

• Microsoft blog, Technet • http://blogs.msdn.com/b/infopath/

Want to learn more

Christopher BirdOffice 365 Developer

t: 020 3011 5863

e: c.a.bird@cloudhound.co.uk

web: www.cloudhound.co.uk