• Course
  • Vendor

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...

  • Course Start Date: 2019-09-03
  • Time: 10:00:00 - 17:00:00
  • Duration: 2 days 10:00 AM - 05:00 PM
  • Location: Virtual
  • Delivery Methods(s): Virtual Instructor Led

Course Outline

Pre-Requisites

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).

Lessons

Get the skills you need to be a successful user of InfoPath Designer 2013.

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.

What You'll Learn

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

Who Needs to Attend
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.

Outline

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

Cancellation Policy

We require 16 calendar days notice to reschedule or cancel any registration. Failure to provide the required notification will result in 100% charge of the course. If a student does not attend a scheduled course without prior notification it will result in full forfeiture of the funds and no reschedule will be allowed. Within the required notification period, only student substitutions will be permitted. Reschedules are permitted at anytime with 16 or more calendar days notice. Enrollments must be rescheduled within six months of the cancel date or funds on account will be forfeited.

Training Location

Online Classroom
your office

your city, your province
your country   

About Global Knowledge

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Global Knowledge is the world's leading learning services and professional development solutions provider. We deliver learning solutions to support customers as they adapt to key business transformations and technological advancements that drive the way that organizations around the world differentiate themselves and thrive. Our learning programs, whether designed for a global organization or an individual professional, help businesses close skills gaps and foster an environment of continuous talent development.

Training Provider Rating

This vendor has an overall average rating of 4.39 out of 5 based on 424 reviews.

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Wasn’t as advanced as I thought it would be. There was an issue when the day my course was the first time they used a new platfo ... Read more
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Wasn’t as advanced as I thought it would be. There was an issue when the day my course was the first time they used a new platform.. from adobe to something called zoom; I had to call support line cause it stated our instructor wasn’t present. Thankfully I called cause everyone online was in the adobe virtual classroom waiting for what looked like a teacher who didn’t show up for class (IT didn’t get anything resolved until 10mins after start time). I felt like he was really getting hung up on very basic knowledge for the first half of the course (talking about how to create tabs and drag formulas as an example). I completed files a few times before he was done explaining. There was a scheduled fire drill for them (roughly 30mins)that also cut into our time, which wasn’t deducted from the hour lunch break or the two, fifteen min breaks. I also really wish he touched base more on the automating workbook functions portion which we barely did. I'm happy there were/are those study guides (learning videos) and exams to take on my own time that I hope after I've had the class are still available for me to learn from.

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It was difficult to practice on my PC while trying to watch the presentation online.
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David was excellent!! I am very for having this course!!

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