Microsoft InfoPath 2013 Designing Forms
Course
In London-City
Description
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Type
Course
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Location
London-city
Overview The goal of this course is to provide you with the knowledge required to design and publish forms for users to fill in. The course emphasises hands-on experience, with a series of self-guided exercises integrated into the training. You will discover how InfoPath forms are constructed and be given a clear plan on how to create form templates. You will be shown how to design and create complete form templates to support your business needs. You will implement data integrity and rules into forms to manage data entry, and publish InfoPath forms to e-mail, network locations and to databases. Target Audience
This course is aimed at end users with no previous experience in programming, who have a need to design form templates. These templates may be used to communicate information, or as groundwork to generate and promote business workflow. Learning Objectives Delegates will learn how toUnderstand how XML is used within InfoPath formsDesign form templates using Page Designs and Table LayoutsAdd and configure controls to store informationModify the data integrity of controls to make them mandatoryFormat form design templates using font formatting, styles and themesPublish forms to various locationsCreate Submit processes to form templates, so data can be submitted according to integrityQuery and submit data to a database from InfoPath formsRetrieve data into InfoPath drop-down list controlsImplement trust and security into form templates
Facilities
Location
Start date
Start date
About this course
PrerequisitesA basic understanding of Windows XP or Windows VistaExperience using Internet Explorer or an equivalent browserA basic knowledge of core MS Office applications (Word, Excel, Outlook)An understanding of relational databases is recommended, but not essential
Reviews
Subjects
- Design
- Infopath
Course programme
Course Outline.
Lesson 1: Understanding InfoPath
- What is InfoPath?
- Designing Forms in InfoPath
- InfoPath File Formats
- Working with Form Templates
Lesson 2: Form Layout
- Plan a Form Template
- Import a Form
- Format a Form
- Insert Graphic Objects
Lesson 3: Form Controls
- Control Types
- Work with Controls
- Binding
- Section Controls
- Manage Control Properties
- Work with Hyperlinks
Lesson 4: Managing Data Fields
- The Data Source
- Basic Data Integrity
- Formulas
Lesson 5: Rules
- Manage Rules
- Formatting Rules
- Validation Rules
- Action Rules
- Test a Form Design
Lesson 6: Views
- Work with Views
- Create a Print Version for a View
Lesson 7: Data Connections
- Understand Data Sources
- Data Connections
- Data Source Fields
- Use Secondary Connections
- Populate a Drop-Down with Data
- Offline Mode Query Support
Lesson 8: Security and Trust
- Trustworthy Computing
- InfoPath Security
- Digital Signatures for Form Templates
- Digital Signatures for Form Data
Lesson 9: Submitting Data
- Save vs. Submit
- Save Forms
- Submit Forms
- Submit Forms via E-mail
- Submit Forms to Databases
- Submit Data Using Rules and Code
- Customise Submit Messages
Lesson 10: Publishing Forms
- Understand Publishing
- Distribute a Form Template
- Modify a Published Form
Microsoft InfoPath 2013 Designing Forms