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Microsoft InfoPath Designer 2013 Advanced Essentials  (MO13IP301)

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

Compatible with 2013

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

This course is currently available in another city, on demand or for private classes only. Call us at 888.484.2933 to learn more about our flexible scheduling options or complete our Information Request Form and we will contact you to arrange a class date that is suitable to your availability.

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.

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