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Microsoft InfoPath Designer 2013 Advanced Essentials

Time: 9AM - 4PM Eastern Time (ET)
Duration: 1 Day
Course Code: MO13IP301

In this course, you will learn how to:

  • use several high-level skills for using Microsoft InfoPath Designer 2013
  • manage user roles
  • create object controls
  • modify field properties
  • add images to a form
  • add objects to a form
  • create a form load rule
  • link to external data
  • create template parts
  • work with XML form templates
  • create a form from a database
  • import and publish forms
  • use InfoPath Designer with SharePoint Server



Course Outline

  • Managing User Roles
    • User Roles in InfoPath Designer allow designers of a form to display customized versions of a form to specific users or groups of users. This module lets students learn how to: add and edit a user role, set a user role as default, change the order of user roles, and remove a user.
  • Creating Object Controls
    • This module takes a close look at creating object controls into a form. Students are shown how to insert an object control, how to format an object control, and how to assign actions to buttons.
  • Modifying Field Properties
    • There are several lessons in this module that help students advance their skills with field properties. The topics covered here teach students to: bind a field to a control, change field bindings, change the control type, and how to create reference fields.
  • Adding Images to a Form
    • Images can bring a form to life or add another level of information all their own. In this module learners are show the ways to: insert local and online images, how to resize, move or delete images, and how to assign alternative text to images.
  • Adding Objects to a Form
    • Within a form there are several types of objects that can be added. It is covered in this module how to: create a hyperlink, insert a page break, insert a horizontal line, and how to insert a symbol.
  • Creating a Form Load Rule
    • A form load rule is configured to automatically run when a form is opened. Here, students are introduced to ways that they can: create a form load rule, specify conditions, add actions, edit a form load rule, and to enable or disable a form load rule.
  • Linking to External Data
    • Data are often vital to a form you are creating and this module recognizes that. This module covers how to link with external data by touching upon: how to link to a web service, how to import database files, how to import XML data, how to manage data connections.
  • Creating Template Parts
    • There are several options when it comes to template parts and this module looks at how to: create a template part, how to save a template part, how to use a template part, and how to manage template parts.
  • Working with XML Form Templates
    • XML is one of the key components that drives the success of InfoPath. Here in this module students will learn about XML and will also learn how to: create a form from an XML schema, how to create a form from an XML file, and how to work with an XML form template.
  • Creating a Form from a Database
    • In InfoPath Designer 2013 you can create a form based upon a database. Students are shown here how to: create a form from a database, add fields to a database form, query a database, and submit data.
  • Importing and Publishing Forms
    • InfoPath Designer can be used to import forms from both Word and Excel and add functionality to these forms. These module addresses: how to import a form from both Microsoft Word and Microsoft Excel, how to publish a form by e-mail and how to edit forms after publishing.
  • InfoPath Designer can be used to import forms from both Word and Excel and add functionality to these forms. These module addresses: how to import a form from both Microsoft Word and Microsoft Excel, how to publish a form by e-mail and how to edit forms after publishing.
    • SharePoint is a web application platform that is used by many businesses as an intranet portal, external website, document and file manager, collaboration space, and much more. This final module takes learners through a look at Microsoft SharePoint and its system requirements along with forms and workflows. Students will also learn how to publish an InfoPath form to a SharePoint Server.

Private training is available for this course.

Call us at 1-888-484-2933 to learn more about our flexible scheduling options or complete our Information Request Form.

Required Technical Set-Up for Remote Online Participation
  • 2 monitors or screens. If you don’t have a second monitor connected to your primary computer, you could use a second computer such as a laptop. 1 screen is used to watch the instructor, the second is for you to perform the exercises.
  • High-speed internet connection
  • Google Chrome preferred (Alternative: Microsoft Edge)
  • Speaker & microphone, either built-in to your computer or external
  • For complete set-up information, please visit our web based manual
Our Policies

Registration Information

Classes are from 9:00am - 4:00pm Eastern Standard Time
Registrations are accepted in the order they are received.

Payment Options & Guidelines

We accept the following forms of payment: Visa and MasterCard

FlexPass Booking & Cancellation Policy

Eliquo Training and Development Inc. will make every attempt to be flexible in regard to class cancellations and rescheduling. In an attempt to ensure that everyone enjoys a consistent training experience, Eliquo offers the following policies.

Course Registration Terms

All cancellations and rescheduling requests must be made a minimum of six (6) business days prior to scheduled class. Changes must be made through the Student Support Centre. In the event that a class is cancelled due to insufficient enrollment, you can reserve a seat in the next available class. You will be notified of a class cancellation by email at least five (5) business days in advance of the scheduled class. Eliquo Training and Development Inc. also reserves the right to postpone or cancel a class at any time for just cause such as instructor illness or other environmental factors. Eliquo is not responsible for any error in the delivery of the email notice where the error is due to the recipient’s email client or service.

If an Individual FlexPass participant does not attend classes or does not provide the required cancellation request (as above), two (2) times or more in a single month, and the occurrence happens on two (2) occasions throughout the FlexPass term, the FlexPass may be terminated without a refund.

Eliquo Individual FlexPasses are designated for one person only. Any abuse of the engagement from code sharing or other instances of shared participation under one account will result in the FlexPass being terminated without a refund.

Eliquo reserves the right to limit class participant enrolment to ensure courses are delivered effectively. Most classes are limited to a maximum of 12 participants.

Eliquo's Individual FlexPass program is subject to any applicable taxes.

Classes are offered on a first come first serve basis.

Web-Based Training

Eliquo Training and Development Inc. requires that web-based class participants follow the supplied set-up and testing procedures a minimum of three (3) days in advance of their class start date in order to avoid technical issues on the day of their class.

Eliquo is not responsible for participants who are experiencing technical difficulties due to issues incurred on their own computer network(s).

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