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Microsoft InfoPath Designer 2013 Core Essentials

Time: 9AM - 4PM Eastern Time (ET)
Duration: 1 Day
Course Code: MO13IP101

In this course, you will learn how to:

  • understand the basics of forms
  • format text, work with tables, add in controls
  • validate and manage data, finish forms, work with views
  • publish forms, and customize the interface

Prerequisites

None

Course Outline

  • The Basics
    • This module will give students the skills they need to get off on the right foot, with information on how to get started with InfoPath Designer 2013. Students will learn how to sign into the program with a Microsoft account and how to create, save, and open a form.
  • Your First Form
    • This module provides a chance for students to dive right into the heart of an InfoPath form. They will learn how to choose a page layout template and theme, how to insert tables, and how to add headers and footers. We all know that spelling is important, so the module wraps up with a look at using the spell checker.
  • Formatting Text
    • Like all modern programs, InfoPath Designer 2013 has the functionality to format text. This module guides students through various text formatting options. They will learn about changing font face, size, and color, plus how to apply font effects and styles. The module also touches upon how to apply bullets, how to use the Format Painter, and how to clear formatting from text.
  • Working with Tables
    • Tables are an important and useful part of InfoPath Designer. This module will teach students the ins and outs of tables, including how to select table data; insert and delete rows and columns; change column and row width, height, and cell padding; show and hide gridlines; and customize borders and shading.
  • Inserting Controls
    • Controls are the primary components of InfoPath Designer forms. They can be used to enter data as well as interact with the form in a variety of different ways. In this module, students will learn how to insert standard, repeating, optional, choice, and master/detail controls. They will also learn how to use the Control Properties dialog.
  • Validating Data
    • Students will be taught how to validate data in this module. They will look at how to choose the data type for a control, require data entry for a control, mark a control as read-only, modify list box choices, and set default values for a control.
  • Managing Data
    • Data is useful if you can manage it properly and that’s what students will learn here in relation to InfoPath Designer. This module looks at adding a data source, viewing data source properties, using resource files, managing fields, adding fields and groups to forms, and bind controls to existing fields.
  • Using Rules to Validate Data
    • More data about data is coming students’ way in this module. They will learn how to create built-in validation rules, custom validation rules, formatting rules, and action rules. The module wraps up with a look at using the Rule Inspector.
  • Finishing the Form
    • When students complete this module they will know how to create a data connection to submit data, set advanced form options, modify template properties, and use the Design Checker.
  • Working with Views
    • Here students will learn about manipulating views. They are taught how to create a view, switch to a view, change view properties, set a view as the default, delete a view, and create a print view.
  • Publishing the Form
    • Now that their forms are complete, students are taught how to share them. This module teaches students how to preview a form, protect a form, publish a form, e-mail a form, and print a form.
  • Customizing the Interface
    • This module allows students to make the InfoPath Designer interface their own. Here they will learn how to collapse and pin the ribbon, customize the Quick Access toolbar, hide and show ribbon tabs, create custom ribbon tabs, and reset the interface.

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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