InfoPath 2013 for Power Users



This course is intended to give you the skills you need to be a successful user of InfoPath Designer 2013. On the way to gaining that aptitude, you will focus on several areas of interest in a dozen different modules. You will learn about the basics of forms, formatting text, working with tables, adding controls, validating and managing data, finishing forms, working with views, publishing forms, and customizing the interface.

This course is targeted for people with web design experience, form administrators, information coordinators, and Microsoft Office system power users who need to gather, reuse, distribute, and collaborate using XML-based forms.
Students taking this class should have proficiency in Microsoft Office products, concentrating in forms development and experience working in a tagged environment (such as HTML or Frame maker with SGML).
Learning Objectives
Upon successful completion of this course, students will be able to:�
  • Create InfoPath forms
  • Import and export forms
  • Customize a form layout
  • Manage views
  • Apply security to forms
  • Distribute forms
  • Manage controls
  • Work with a database
Day 1 The Basics
  • Getting Started
  • Creating a Form
  • Saving a Form
  • Opening a Form
Your First Form
  • Choosing a Page Layout Template
  • Choosing a Theme
  • Inserting Tables
  • Inserting a Header and Footer
  • Checking Your Spelling
Formatting Text
  • Changing Font Face, Size, and Color
  • Applying Font Effects
  • Applying Bullets and Numbers
  • Applying Font Styles
  • Using the Format Painter
  • Clearing Formatting
Working with Tables
  • Selecting Table Data
  • Inserting and Deleting Rows and Columns
  • Changing Column and Row Width and Height
  • Changing Cell Padding
  • Showing and Hiding Gridlines
  • Customizing Borders and Shading
Inserting Controls
  • Inserting Standard Controls
  • Inserting Repeating Controls
  • Inserting Optional Controls
  • Inserting Choice Controls
  • Inserting Master/Detail Controls
  • Using the Control Properties Dialog
Validating Data
  • Choosing the Data Type
  • Requiring Data Entry
  • Marking a Control as Read-Only
  • Setting Default Values
  • Modifying List Box Choices
  • Managing Data
Using Rules to Validate Data
  • Adding a Data Source
  • Viewing Data Source Properties
  • Using Resource Files
  • Managing Fields
  • Adding Fields and Groups
  • Binding Controls to Fields
Finishing the Form
  • Creating a Data Connection to Submit Data
  • Setting Advanced Form Options
  • Modifying Template Properties
  • Using the Design Checker
Working with Views
  • Creating a View
  • Switching to a View
  • Changing View Properties
  • Setting a View as Default
  • Deleting a View
  • Creating a Print View
Publishing the Form
  • Previewing the Form
  • Protecting the Form
  • Publishing the Form
  • Emailing the Form
  • Printing the Form
Customizing the Interface
  • Collapsing and Pinning the Ribbon
  • CustoManaging User Rolesmizing the Quick Access Toolbar
  • Hiding and Showing Ribbon Tabs
  • Creating Custom Ribbon Tabs
  • Resetting Interface Changes
Day 2 Managing User Roles
  • Adding a User Role
  • Editing a User Role
  • Setting a User as Default
  • Changing the Order of User Roles
  • Removing a User
Creating Object Controls
  • Inserting an Object Control
  • Formatting Object Controls
  • Assigning Actions to Buttons
Modifying Field Properties
  • Binding a Field to a Control
  • Changing Field Bindings
  • Changing the Control Type
  • Creating Reference Fields
Adding Images to a Form
  • Inserting Local Images
  • Inserting Online Images
  • Resizing Images
  • Moving Images
  • Deleting Images
  • Assigning Alternative Text to Images
Adding Objects to a Form
  • Creating a Hyperlink
  • Inserting a Page Break
  • Inserting a Horizontal Line
  • Inserting a Symbol
Creating a Form Load Rule
  • Creating a Form Load Rule
  • Specifying Conditions
  • Adding Actions
  • Editing a Form Load Rule
  • Enabling or Disabling a Form Load Rule
Linking to External Data
  • Linking to Web Service
  • Importing Database Files
  • Importing XML Data
  • Managing Data Connections
Creating Template Parts
  • Creating a Template Part
  • Saving a Template Part
  • Using a Template Part
  • Managing Template Parts
Working with XML Form Templates
  • XML 101
  • Creating a Form from an XML Schema
  • Creating a Form from an XML File
  • Working with an XML Form Template
Creating a Form from a Database
  • Creating a Form from a Database
  • Adding Controls to a Database Form
  • Querying a Database
  • Submitting Data
Importing and Publishing Forms
  • Importing a Form from Word
  • Importing a Form from Excel
  • Publishing a Form by Email
  • Editing Forms After They Have Been Published
Using InfoPath Designer with SharePoint
  • Understanding SharePoint
  • SharePoint System Requirements
  • Publishing an InfoPath Form to a SharePoint Server
  • Understanding Forms and Workflows