Office 365: InfoPath 2013 Essentials


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Office 365: InfoPath 2013 Essentials

Microsoft Office 365 gives you the familiarity and power of Office with the flexibility of the cloud. With Office in the cloud, your applications and files are with you wherever you go, whether you’re working offline at your desktop, online, or on one of your devices. We have courses on all the subscription-based Office 365 applications: Word, Excel, PowerPoint, Outlook, Access, Publisher, OneNote, InfoPath and Lync.


Erin Stallings

Course Information

Course Outline

Introducing InfoPath 2013

  • Understanding the InfoPath 2013 Programs
  • Opening InfoPath files
  • Starting InfoPath Designer 2013
  • Using the InfoPath Designer interface
  • Understanding the steps for creating a template

Template-Creation Basics

  • Creating a template from scratch
  • Previewing and printing a form
  • Saving a template
  • Importing Word and Excel forms

Creating a Data Source

  • Understanding data sources
  • Automatically creating a data source
  • Setting field properties
  • Modifying a data source

Formatting a Template

  • Selecting a page layout template
  • Adding and formatting a layout table
  • Choosing a theme
  • Inserting a logo or other picture
  • Inserting an online image

Using Controls to Collect Data

  • Understanding the use of form 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

Setting Options and Formatting Controls

  • Formatting labels
  • Formatting controls
  • Using rules to catch incorrect or missing data
  • Using rules for conditional formatting

Using Table and Sections for Repeating Data

  • Using repeating tables
  • Using repeating sections
  • Using optional sections
  • Using choice controls

Using Object Controls

  • Using the file attachment control
  • Using the hyperlink control
  • Calculating a value with form data
  • Using the picture controls

Creating Browser Forms

  • Understanding browser, or thin-client, forms
  • Checking a template for use in a browser

Finishing a Template

  • Checking spelling
  • Testing a template

Creating Views

  • Creating a view
  • Creating a print view
  • Setting view properties
  • Using buttons to switch views

Publishing Options

  • Understanding submit options
  • Understanding security and publishing
  • Submitting using email
  • Publishing on a network share
  • Distributing using email
  • Using Quick Publish
  • Viewing the files InfoPath creates

Publishing a Template in SharePoint

  • Publishing InfoPath templates in SharePoint
  • Submitting a form to a SharePoint library
  • Promoting columns in SharePoint
  • Changing SharePoint library views for InfoPath forms
  • Modifying a form library template
  • Publishing a form to a SharePoint list

Advanced Data Techniques

  • Understanding data connections
  • Creating a data connection to a SharePoint list
  • Creating a list or combo box based on an XML file

Using Advanced Templates

  • Creating a using template parts
  • Importing an Excel form
  • Importing a Word form
  • Creating a template based on an XML or schema file

Digital Signatures

  • Understanding digital signatures
  • Enabling digital signatures in a form
  • Using digital signatures in a form
  • Applying a developer digital signature in a form


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