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Microsoft InfoPath 2013 Designing Forms

Special Notices

Please note: for Attend from Anywhere customers an additional screen is required for this course to work through remote desktop labs and view training information.

This course applies to the following platforms: SharePoint On-Premise, SharePoint Online.

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.

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Learning Objectives

At the end of this course you will be able to:

  •   Understand how XML is used within InfoPath forms
  •   Design form templates using Page Designs and Table Layouts
  •   Add and configure controls to store information
  •   Modify the data integrity of controls to make them mandatory
  •   Format form design templates using font formatting, styles and themes
  •   Publish forms to various locations
  •   Create Submit processes to form templates, so data can be submitted according to integrity
  •   Query and submit data to a database from InfoPath forms
  •   Retrieve data into InfoPath drop-down list controls
  •   Implement trust and security into form templates


  •   A basic understanding of Windows XP or Windows Vista
  •   Experience using Internet Explorer or an equivalent browser
  •   A basic knowledge of core MS Office applications (Word, Excel, Outlook)
  •   An understanding of relational databases is recommended, but not essential

Course Content

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

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Virtual Classroom

Virtual classrooms provide all the benefits of attending a classroom course without the need to arrange travel and accomodation. Please note that virtual courses are attended in real-time, commencing on a specified date.

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