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  • Microsoft/Microsoft InfoPath 2013 Designing Forms Duration: 2 Days

Microsoft InfoPath 2013 Designing Forms Duration: 2 Days

Course Overview

This course applies to the following platforms: SharePoint On-Premise, SharePoint Online The goal of this course is to provide you with the knowledge required to design and publish forms for users to fill in. The course emphasizes hands-on experience, with a series of self-guided exercises integrated into the training. You will discover how InfoPath forms are constructed and be given a clear plan on how to create form templates. You will be shown how to design and create complete form templates to support your business needs. You will implement data integrity and rules into forms to manage data entry, and publish InfoPath forms to e-mail, network locations and to databases.

 

 

 

Target Audience:

This course is aimed at end users with no previous experience in programming, who have a need to design form templates. These templates may be used to communicate information, or as groundwork to generate and promote business workflow.

Prerequisites

  • A basic understanding of Windows XP or Windows Vista
  • Experience using Internet Explorer or an equivalent browser
  • A basic knowledge of core MS Office applications (Word, Excel, Outlook)
  • An understanding of relational databases is recommended, but not essential
  • Delegates will learn how to
  • At the end of this course you will be able to:
  • Understand how XML is used within InfoPath forms
  • Design form templates using Page Designs and Table Layouts
  • Add and configure controls to store information
  • Modify the data integrity of controls to make them mandatory
  • Format form design templates using font formatting, styles and themes
  • Publish forms to various locations
  • Create Submit processes to form templates, so data can be submitted according to integrity
  • Query and submit data to a database from InfoPath forms
  • Retrieve data into InfoPath drop-down list controls
  • Implement trust and security into form templates

Course content:

Lesson 1: Understanding InfoPath

What is InfoPath?

Designing Forms in InfoPath

InfoPath File Formats

Working with Form Templates

Lesson 2: Form Layout

Plan a Form Template

Import a Form

Format a Form

Insert Graphic Objects

Lesson 3: Form Controls

Control Types

Work with Controls

Binding

Section Controls

Manage Control Properties

Work with Hyperlinks

Lesson 4: Managing Data Fields

The Data Source

Basic Data Integrity

Formulas

Lesson 5: Rules

Manage Rules

Formatting Rules

Validation Rules

Action Rules

Test a Form Design

Lesson 6: Views

Work with Views

Create a Print Version for a View

Lesson 7: Data Connections

Understand Data Sources

Data Connections

Data Source Fields

Use Secondary Connections

Populate a Drop-Down with Data

Offline Mode Query Support

Lesson 8: Security and Trust

Trustworthy Computing

InfoPath Security

Digital Signatures for Form Templates

Digital Signatures for Form Data

Lesson 9: Submitting Data

Save vs. Submit

Save Forms

Submit Forms

Submit Forms via E-mail

Submit Forms to Databases

Submit Data Using Rules and Code

Customise Submit Messages

Lesson 10: Publishing Forms

Understand Publishing

Distribute a Form Template

Modify a Published Form