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EIEIO / AUTOMATION & EMERGING TECHNOLOGY

InfoPath 2013 Module Outline - (Basic -Advanced)

Course outline

3 days

Module 1: The Basics

Getting Started

Signing In

Creating a Form Saving a Form

Opening a Form

Module 2: Your First Form

Choosing a Page Layout Template

Choosing a Theme

Inserting Tables

Inserting a Header and Footer

Checking Your Spelling

Module 3: Formatting Text

Changing Font Face, Size, and Color

Applying Font Effects

Applying Bullets and Numbers

Applying Font Styles

Using the Format Painter

Clearing Formatting

Module 4: 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

Module 5: Inserting Controls

Inserting Standard Controls

Inserting Repeating Controls

Inserting Optional Controls

Inserting Choice Controls

Inserting Master/Detail Controls

Using the Control Properties Dialog

Module 6: Validating Data

Choosing the Data Type

Requiring Data Entry

Marking a Control as Read-Only

Setting Default Values

Modifying List Box Choices

Module 7: Managing Data

Adding a Data Source

Viewing Data Source Properties

Using Resource Files

Managing Fields

Adding Fields and Groups

Binding Controls to Fields

Using the Rule Inspector

Module 8: Using Rules to Validate Data

Creating Built-In Validation Rules

Creating Custom Validation Rules

Creating Formatting Rules

Creating Action Rules

(INTERMEDIATE)

Module 1: Finishing the Form

Creating a Data Connection to Submit Data

Setting Advanced Form Options

Modifying Template Properties

Using the Design Checker

Module 2: 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

Module 3: Publishing the Form

Previewing the Form

Protecting the Form

Publishing the Form

E-mailing the Form

Printing the Form

Module 4: Customizing the Interface

Collapsing and Pinning the Ribbon

Customizing the Quick Access Toolbar

Hiding and Showing Ribbon Tabs

Creating Custom Ribbon Tabs

Resetting Interface Changes

Module 5: 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

Module 6: Creating Object Controls

Inserting an Object Control

Formatting Object Controls

Assigning Actions to Buttons

Module 7: Modifying Field Properties

Binding a Field to a Control

Changing Field Bindings

Changing the Control Type

Creating Reference Fields

Module 8: Adding Images to a Form

Inserting Local Images

Inserting Online Images

Resizing Images

Moving Images

Deleting Images

Assigning Alternative Text to Images

(ADVANCED)

Module 1: Adding Objects to a Form

Creating a Hyperlink

Inserting a Page Break

Inserting a Horizontal Line

Inserting a Symbol

Module 2: 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

Module 3: Linking to External Data

Linking to Web Service

Importing Database Files

Importing XML Data

Managing Data Connections

Module 4: Creating Template Parts

Creating a Template Part

Saving a Template Part

Using a Template Part

Managing Template Parts

Module 5: 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

Module 6: Creating a Form from a Database

Creating a Form from a Database

Adding Controls to a Database Form

Querying a Database

Submitting Data

Module 7: Importing and Publishing Forms

Importing a Form from Word

Importing a Form from Excel

Publishing a Form by E-mail

Module 8: Using InfoPath Designer with SharePoint Server

Understanding SharePoint

SharePoint System Requirements

Publishing an InfoPath Form to a SharePoint Server Understanding Forms and Workflows

Programme scope, delivery arrangements and suitability are confirmed during enquiry.