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INFP2013: InfoPath 2013 for Power Users

 

Duration: 2 days
 
Course Description
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.

Prerequisites
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).

Course 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.

Audience
This course is targeted for persons 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.

Course Content

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
  • E-mailing the Form
  • Printing the Form

Customizing the Interface

  • Collapsing and Pinning the Ribbon
  • Customizing 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 E-mail
  • 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