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Working with InfoPath 2013 in SharePoint - Intermediate

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Course Overview

This course introduces the user to Microsoft InfoPath 2013, a tool that allows you to create forms and gather data. In this course, you will learn how to use InfoPath within SharePoint and how to create, edit, and publish a form. You will also look at working with list forms and how to properly utilize the different controls and their associated properties. This course will also review some of the more advanced features of InfoPath, such as creating and modifying a data source or working with repeating sections. Finally, you will look at how to use InfoPath forms within Sharepoint using WebParts.

Course Objectives

SharePoint and InfoPath, Working with List Forms, Advanced InfoPath Features, InfoPath Forms Within SharePoint

Course Outline

1 - Introduction

  • Introduction

2 - SharePoint and InfoPath

  • Using InfoPath with SharePoint
  • Exploring the InfoPath Interface
  • Creating a Form From an Existing List
  • Creating a New List and Form within InfoPath
  • Creating a Form in InfoPath Using SharePoint Designer
  • Editing a Form
  • Publishing a Form
  • Restoring the Default SharePoint Form

3 - Working with List Forms

  • Components of the InfoPath Form
  • Formatting Text in the Form
  • Spellchecking Your Form
  • Inserting or Deleting a Table
  • Formatting a Table
  • Adding or Removing Rows and Columns
  • Merging and Splitting Cells
  • Adding or Removing a Field
  • Resizing and Formatting a Field
  • Changing Field Controls
  • Inserting a Section
  • Inserting a Picture
  • Inserting a Button
  • Inserting a Calculated Value
  • Setting Default Field Values
  • Creating a Validation Rule
  • Creating a Formatting Rule
  • Creating an Action Rule
  • Modifying or Deleting a Rule
  • Setting the Form Load Rules

4 - Advanced InfoPath Features

  • Exploring the Fields Pane
  • Creating a Data Source
  • Modifying and Deleting a Data Source
  • Creating a View
  • Configuring View Settings
  • Creating Cascading Columns
  • Understanding Repeating Sections and Tables
  • Creating a Repeating Section
  • Using Repeating Tables to Add Multiple Items to a List
  • Using Repeating Sections to Show Existing Records
  • Hiding a Form Section Based on Field Values

5 - InfoPath Forms Within SharePoint

  • Using the InfoPath Form WebPart on a SharePoint Page
  • Using Form Views for Different Groups
  • InfoPath Form WebPart and WebPart Filters

6 - Conclusion

  • Course Recap