Product Description
This basic InfoPath training course is aimed at users and administrators with some experience of working within the SharePoint environment. The training provides practical, hands-on instruction on the creation, optimisation and distribution of InfoPath’s XML-based forms. At the end of the training, as well the exercise files, delegates will be given three months free online access to the SharePoint sites on which they worked during the course, so that they can continue practicing and learning.
InfoPath Designer 2013 Basics
Why use an InfoPath form?, What does InfoPath do for my lists?, Why use InfoPath forms in workflows?, How does InfoPath integrate with my data?, InfoPath versus web controls and web parts, What is the InfoPath web part?, InfoPath 2013 versions, Opening InfoPath files, Starting InfoPath Designer 2013, Using the InfoPath Designer interface
Form Controls
Understanding the use of form controls, What are input controls?, What are object controls?, What are container 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
Repeating and Optional Sections
Using repeating tables, Using repeating sections, Using optional sections, Using choice controls, Page Designs and Views, Change the current view name, Create a new view, Change the default view, Make a view read-only, Prevent a user from selecting a view, Use a view for printing, Use a different layout for your form, Use a theme for your form, Add headers/footers to your form, Insert a table layout into your form, Modify a table layout in your form
Object Controls
Using the file attachment control, Using the hyperlink control, Calculating a value with form data, Using the picture controls
Using Functions
Use the SharePoint url functions, Calculate a future date, Get the current SharePoint user, Remove leading and trailing spaces from a field value, Remove all spaces from an entry, Default a blank amount to zero, Calculate the sum of all items, Determine a count of the items entered, Obtain a portion of an entered string, Add years to a date preserving the month and day
Form Rules
Hide or show controls based on a selected option, Format an entry based on a condition, Implement a validation rule, Add an action rule to a button, Use rules for form submission, Use rules for form loading, Validate data entry using patterns
SharePoint List Forms
Use a Form to Create a SharePoint List, Modify the Form of an Existing SharePoint List, Set Your List Form Template Back to the Default Form
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
Creating templates
Creating a template from scratch, Previewing and printing a form, Saving a template, Importing Word and Excel forms, Selecting a page layout template, Adding and formatting a layout table, Choosing a theme, Inserting a logo or other picture, Inserting an online image, Checking spelling, Testing a template
Submit and Publish to SharePoint
Publishing InfoPath templates in SharePoint, Enable your form for submission, Understanding submit options, Understanding security and publishing, Configure email submission, Publish your form to email, Using Quick Publish, Configure SharePoint library submission, Publish your form to a SharePoint library, Publishing a form to a SharePoint list
