About Microsoft Office 365 InfoPath •
Microsoft Office 365 InfoPath Forms
You will design and create Microsoft InfoPath based business forms. You will also be able to publish forms to a SharePoint environment and use SharePoint to manipulate and control completed forms.
Who should attend
Your organisation requires InfoPath forms to replace paper documents and for SharePoint administrators who need to administer forms.
You should have a knowledge of Internet Explorer 8.0 or later, and be familiar with basic Microsoft Office 365 and SharePoint functionality.
- Lunch and Refreshments – let us know if you have any special dietary needs. [Excluding London]
- Microsoft Training Manual
- Post course training downloads
- Certificate on completion
- Post course support relating to course content
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Aim & Objectives
To design and create InfoPath based business forms.
By the end of this course you will be able to:
- Create InfoPath forms
- Create Customized form layouts
- Create and Edit form controls
- Create Custom Views
- Assign form Security
- Distribute and Publish forms
Creating InfoPath Forms
- Explore the User Interface
- Planning InfoPath form environment
Customising Form Layout
- Format a Form
- Template Parts
- Customise Tables
- Insert Graphic Objects
- Create Optional and Repeating Sections
- Data Source Concepts
- Customize Controls
- Bind Controls
- Create Custom Views
- Modify a View
- Create a Print Version for a View
- Assign User Roles to a View
Applying Security to Forms
- Protect InfoPath Forms
- Restrict Access to a Form
- Set Security Zones
Working with a Database
- Develop a Form from a Database
- Use InfoPath Forms to Query a Database
- Populate Controls Using a Database
- Publish a Form Template
- Publish a Form to Email Recipients
- Troubleshoot Publishing Problems
Publishing forms to SharePoint
- Forms Library
- Forms Server
- Activating forms
- Forms as content types
List and Library Views
- Default views
- Custom views
- Datasheet view
- Submitting forms to an alternate library
- Cascading Drop Down Lists
- Set Field Values
- XPath Concepts
InfoPath Course Lab Exercises:
Creating an InfoPath Form – you will populate it using basic controls.
Object and Container Controls – you will add a repeating table and optional section to the form; then prepare a number of SharePoint libraries for the form and add a submit button, validation and conditional formatting.
Form View and Properties – you will create an additional form view and manipulate form properties.
Publishing and Using a Form – you will publish the form as a content type to a library where users can complete the form.
SharePoint Lists Forms – you will create a SharePoint task list and open the NEWITEM.ASPX form in InfoPath and customize the form.
Template Parts – you will create a re-usable template part and add it to the controls list.
Advanced Configurations – you will connect the form to the SharePoint list – use rules to set control values – publish the form – use InfoPath form web part – create cascading drop list series – connect the form to the SharePoint list – configure cascading drop down settings.