Microsoft Office 365 gives you the familiarity and power of Office with the flexibility of the cloud. With Office in the cloud, your applications and files are with you wherever you go, whether you’re working offline at your desktop, online, or on one of your devices. We have courses on all the subscription-based Office 365 applications: Word, Excel, PowerPoint, Outlook, Access, Publisher, OneNote, InfoPath and Lync.

Course Outline

01. Introducing InfoPath 2013

  • Understanding the InfoPath 2013 Programs
  • Opening InfoPath files
  • Starting InfoPath Designer 2013
  • Using the InfoPath Designer interface
  • Understanding the steps for creating a template

02. Template-Creation Basics

  • Creating a template from scratch
  • Previewing and printing a form
  • Saving a template
  • Importing Word and Excel forms

03. Creating a Data Source

  • Understanding data sources
  • Automatically creating a data source
  • Setting field properties
  • Modifying a data source

04. Formatting a Template

  • Selecting a page layout template
  • Adding and formatting a layout table
  • Choosing a theme
  • Inserting a logo or other picture
  • Inserting an online image

05. Using Controls to Collect Data

  • Understanding the use of form controls
  • Organizing a template with sections
  • Changing data binding for a control
  • Using text controls
  • Using rich text controls
  • Using date pickers
  • Using lists boxes
  • Using bulleted and numbered list controls
  • Using check boxes
  • Using option buttons
  • Changing a control’s type

06. Setting Options and Formatting Controls

  • Formatting labels
  • Formatting controls
  • Using rules to catch incorrect or missing data
  • Using rules for conditional formatting

07. Using Table and Sections for Repeating Data

  • Using repeating tables
  • Using repeating sections
  • Using optional sections
  • Using choice controls

08. Using Object Controls

  • Using the file attachment control
  • Using the hyperlink control
  • Calculating a value with form data
  • Using the picture controls

09. Creating Browser Forms

  • Understanding browser, or thin-client, forms
  • Checking a template for use in a browser

10. Finishing a Template

  • Checking spelling
  • Testing a template

11. Creating Views

  • Creating a view
  • Creating a print view
  • Setting view properties
  • Using buttons to switch views

12. Publishing Options

  • Understanding submit options
  • Understanding security and publishing
  • Submitting using email
  • Publishing on a network share
  • Distributing using email
  • Using Quick Publish
  • Viewing the files InfoPath creates

13. Publishing a Template in SharePoint

  • Publishing InfoPath templates in SharePoint
  • Submitting a form to a SharePoint library
  • Promoting columns in SharePoint
  • Changing SharePoint library views for InfoPath forms
  • Modifying a form library template
  • Publishing a form to a SharePoint list

14. Advanced Data Techniques

  • Understanding data connections
  • Creating a data connection to a SharePoint list
  • Creating a list or combo box based on an XML file

15. Using Advanced Templates

  • Creating a using template parts
  • Importing an Excel form
  • Importing a Word form
  • Creating a template based on an XML or schema file

16. Digital Signatures

  • Understanding digital signatures
  • Enabling digital signatures in a form
  • Using digital signatures in a form
  • Applying a developer digital signature in a form

Skills Learned