Loading...
Skip to Main Content

Course Details

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

Description:

Students of this training workshop will come away with several high-level skills for using Microsoft InfoPath Designer 2013. The topics are covered over the span of 12 modules. Students will look at: managing user roles, creating object controls, modifying field properties, adding images to a form, adding objects to a form, creating a form load rule, linking to external data, creating template parts, working with XML form templates, creating a form from a database, importing and publishing forms, and using InfoPath Designer with SharePoint Server.

Prerequisites:

None

Microsoft Course

Public Class Schedule

We're Here to Help

Don't see the dates you need? Call us at 888.484.2933 or Tell Us What You Need.

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.

Web-based training is super easy to set up and doesn’t require fancy software.

Find a Course