Call : (+91) 968636 4243
Mail : info@EncartaLabs.com
EncartaLabs

Microsoft InfoPath

( Duration: 2 Days )

This Microsoft InfoPath training course provides the skills needed to be a successful user of InfoPath Designer. On the way to gaining that aptitude, you will focus on several areas of interest in a dozen different modules. You will learn about the basics of forms, formatting text, working with tables, adding controls, validating and managing data, finishing forms, working with views, publishing forms, and customizing the interface.

By attending Microsoft InfoPath workshop, delegates will learn to:

  • Create InfoPath forms
  • Import and export forms
  • Customize a form layout
  • Manage views
  • Apply security to forms
  • Distribute forms
  • Manage controls
  • Work with a database

  • Proficiency in Microsoft Office products, concentrating in forms development and experience working in a tagged environment (such as HTML or Frame maker with SGML).

The Microsoft InfoPath class is ideal for:

  • People with web design experience, form administrators, information coordinators, and Microsoft Office system power users who need to gather, reuse, distribute, and collaborate using XML-based forms.

COURSE AGENDA

1

The Basics

  • Getting Started
  • Creating a Form
  • Saving a Form
  • Opening a Form
2

Your First Form

  • Choosing a Page Layout Template
  • Choosing a Theme
  • Inserting Tables
  • Inserting a Header and Footer
  • Checking Your Spelling
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
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
5

Inserting Controls

  • Inserting Standard Controls
  • Inserting Repeating Controls
  • Inserting Optional Controls
  • Inserting Choice Controls
  • Inserting Master/Detail Controls
  • Using the Control Properties Dialog
6

Validating Data

  • Choosing the Data Type
  • Requiring Data Entry
  • Marking a Control as Read-Only
  • Setting Default Values
  • Modifying List Box Choices
  • Managing Data
7

Using Rules to Validate Data

  • Adding a Data Source
  • Viewing Data Source Properties
  • Using Resource Files
  • Managing Fields
  • Adding Fields and Groups
  • Binding Controls to Fields
8

Finishing the Form

  • Creating a Data Connection to Submit Data
  • Setting Advanced Form Options
  • Modifying Template Properties
  • Using the Design Checker
9

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
10

Publishing the Form

  • Previewing the Form
  • Protecting the Form
  • Publishing the Form
  • Emailing the Form
  • Printing the Form
11

Customizing the Interface

  • Collapsing and Pinning the Ribbon
  • CustoManaging User Rolesmizing the Quick Access Toolbar
  • Hiding and Showing Ribbon Tabs
  • Creating Custom Ribbon Tabs
  • Resetting Interface Changes
12

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
13

Creating Object Controls

  • Inserting an Object Control
  • Formatting Object Controls
  • Assigning Actions to Buttons
14

Modifying Field Properties

  • Binding a Field to a Control
  • Changing Field Bindings
  • Changing the Control Type
  • Creating Reference Fields
15

Adding Images to a Form

  • Inserting Local Images
  • Inserting Online Images
  • Resizing Images
  • Moving Images
  • Deleting Images
  • Assigning Alternative Text to Images
16

Adding Objects to a Form

  • Creating a Hyperlink
  • Inserting a Page Break
  • Inserting a Horizontal Line
  • Inserting a Symbol
17

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
18

Linking to External Data

  • Linking to Web Service
  • Importing Database Files
  • Importing XML Data
  • Managing Data Connections
19

Creating Template Parts

  • Creating a Template Part
  • Saving a Template Part
  • Using a Template Part
  • Managing Template Parts
20

Working with XML Form Templates

  • XML
  • Creating a Form from an XML Schema
  • Creating a Form from an XML File
  • Working with an XML Form Template
21

Creating a Form from a Database

  • Creating a Form from a Database
  • Adding Controls to a Database Form
  • Querying a Database
  • Submitting Data
22

Importing and Publishing Forms

  • Importing a Form from Word
  • Importing a Form from Excel
  • Publishing a Form by Email
  • Editing Forms After They Have Been Published
23

Using InfoPath Designer with SharePoint

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

Encarta Labs Advantage

  • One Stop Corporate Training Solution Providers for over 6,000 various courses on a variety of subjects
  • All courses are delivered by Industry Veterans
  • Get jumpstarted from newbie to production ready in a matter of few days
  • Trained more than 50,000 Corporate executives across the Globe
  • All our trainings are conducted in workshop mode with more focus on hands-on sessions

View our other course offerings by visiting https://www.encartalabs.com/course-catalogue-all.php

Contact us for delivering this course as a public/open-house workshop/online training for a group of 10+ candidates.

Top
Notice
X