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End-User Training
Office 365: InfoPath 2013 Essentials
Curriculum
1 Section
1 Lesson
80 Minutes
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Course Outline
1
1.1
01. & 02. Introduction & Template Basics
Understanding InfoPath Programs and the Designer interface
Steps for creating a professional Form Template
Creating templates from scratch vs. importing Word and Excel forms
Previewing, printing, and saving your work
03. & 04. Data Sources and Template Formatting
Understanding Data Sources and setting Field Properties
Automatically creating and modifying data sources
Page Layouts: Using Layout Tables and Choosing Themes
Branding: Inserting logos, pictures, and online images
05. & 06. Form Controls and Validation Rules
Using Controls: Text boxes, Date Pickers, List Boxes, and Option Buttons
Organizing templates with Sections and changing Data Binding
Formatting Labels and Controls for high readability
Using Rules to catch missing data and apply Conditional Formatting
07. & 08. Repeating Data and Object Controls
Using Repeating Tables, Repeating Sections, and Optional Sections
Implementing Choice Controls for user-driven data
Object Controls: File Attachments, Hyperlinks, and Picture controls
Calculating values dynamically using form data
09. & 10. Browser Compatibility & Testing
Understanding “Thin-Client” Browser Forms
Checking templates for browser compatibility
Final testing: Spell check and functional walkthroughs
11. & 12. Multiple Views and Publishing Options
Creating functional Views and specialized Print Views
Using buttons to switch between form views
Understanding Submit options: Email vs. Network Shares
Using Quick Publish and managing security settings
13. & 14. SharePoint Integration & Advanced Data
Publishing templates to SharePoint Form Libraries and Lists
Promoting Columns to SharePoint for data tracking
Modifying existing library templates
Advanced Data: Connecting to SharePoint lists and external XML files
15. & 16. Advanced Templates & Digital Signatures
Creating Template Parts for reusability
Building templates based on XML schemas
Enabling and using Digital Signatures for form authentication
Applying Developer Digital Signatures to templates
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