1. Microsoft Office 2013 Advanced Essentials InfoPath Designer 2013 Fully Customizable Print on Demand Unlimited Number of Users No Annual Renewal Fees PowerPoint Slides

2. In this module you will learn how to: Module 1: Managing User Roles Add a user role Edit a user role Set a user as default Change the order of user roles Remove a user

3. Module 1: Managing User Roles Adding a User Role (I) To add a user role, click Data → User Roles

4. Module 1: Managing User Roles Adding a User Role (II) Click Add

5. Module 1: Managing User Roles Adding a User Role (III) Enter a name for the new role

6. Module 1: Managing User Roles Adding a User Role (IV) Select the User names from the form checkbox

7. Module 1: Managing User Roles Adding a User Role (V) Click the “Select a field from the data source” button

8. Module 1: Managing User Roles Adding a User Role (VI) Expand the FormControls folder and click to select the “EmployeeName” field then click OK

9. Module 1: Managing User Roles Adding a User Role (VII) Click OK to apply the new settings

10. Module 1: Managing User Roles Adding a User Role (VIII) Click OK to apply the new settings

11. Module 1: Managing User Roles Editing a User Role (I) Click Data → User Roles

12. Module 1: Managing User Roles Editing a User Role (II) Click to select the user role you want to modify and then click Modify

13. Module 1: Managing User Roles Editing a User Role (III) Click OK to close this dialog and apply any changes

14. Module 1: Managing User Roles Editing a User Role (IV) In the Manage User Roles dialog, click OK to close it and apply changes

15. Module 1: Managing User Roles Setting a User as Default (I) Click Data → User Roles

16. Module 1: Managing User Roles Setting a User as Default (II) Only one user can be set as default, usually the first one on the list

17. Module 1: Managing User Roles Setting a User as Default (III) Click on a role it to select it then click the Set as Default button to make it the new default

18. Module 1: Managing User Roles Setting a User as Default (IV) Click OK to apply new settings and close this dialog

19. Module 1: Managing User Roles Changing the Order of User Roles (I) Click Data → User Roles

20. Module 1: Managing User Roles Changing the Order of User Roles (II) Click on a user role and then click Move Up or Move Down to adjust order of user roles

21. Module 1: Managing User Roles Changing the Order of User Roles (III) Click OK to apply the changes and close this dialog

22. Module 1: Managing User Roles Removing a User (I) Click Data → Roles

23. Module 1: Managing User Roles Removing a User (II) Click to select the role that you want to remove

24. Module 1: Managing User Roles Removing a User (III) Click Remove

25. Module 1: Managing User Roles Removing a User (IV) Click OK to apply the changes and close this dialog

26. Review Questions Module 1: Managing User Roles 1.How do you open the Manage User Roles dialog? 2.How do you open the Modify User Role dialog? 3.What is a default user role?

27. Review Questions Module 1: Managing User Roles 4.How do you adjust the order of user roles? 5.How do you remove a user role?

28. In this module you will learn how to: Module 2: Creating Object Controls Insert an object control Format object controls Assign actions to buttons

29. Module 2: Creating Object Controls Inserting an Object Control (I) Click in a cell on the form to select it

30. Module 2: Creating Object Controls Inserting an Object Control (II) On the Home tab, click the More button on the Controls gallery to expand it

31. Module 2: Creating Object Controls Inserting an Object Control (III) All object controls are listed within the Objects section of this gallery

32. Module 2: Creating Object Controls Inserting an Object Control (IV) Click the Button control

33. Module 2: Creating Object Controls Inserting an Object Control (V) The new object control is placed where you cursor was last placed

34. Module 2: Creating Object Controls Formatting Object Controls (I) Select the object that you would like to work with

35. Module 2: Creating Object Controls Formatting Object Controls (II) Click and drag a resize handle to adjust the size of the object control

36. Module 2: Creating Object Controls Formatting Object Controls (III) Release the mouse button to apply the new dimensions

37. Module 2: Creating Object Controls Assigning Actions to Buttons (I) Right-click on the Button object control and click Button Properties

38. Module 2: Creating Object Controls Assigning Actions to Buttons (II) This opens the Button Properties dialog to the General tab

39. Module 2: Creating Object Controls Assigning Actions to Buttons (III) Click the Action menu and click the Submit option

40. Module 2: Creating Object Controls Assigning Actions to Buttons (IV) This causes the dialog to change slightly and display submission options

41. Module 2: Creating Object Controls Assigning Actions to Buttons (V) Click Submit Options

42. Module 2: Creating Object Controls Assigning Actions to Buttons (VI) This action opens the Submit Options dialog

43. Module 2: Creating Object Controls Assigning Actions to Buttons (VII) Click OK to close this dialog and apply any changes

44. Module 2: Creating Object Controls Assigning Actions to Buttons (VIII) Back in the Button Properties dialog, click the Action menu again and click Update Form option

45. Module 2: Creating Object Controls Assigning Actions to Buttons (IX) Click OK to apply this new action

46. Review Questions Module 2: Creating Object Controls 1.Is the Button control an Object Control or an Input Control? 2.What can you use on the primary InfoPath Designer 2013 window to resize an object control? 3.What is the very first step to resizing an object control?

47. Review Questions Module 2: Creating Object Controls 4.On what dialog can you find the Action drop- down menu for the Button control? 5.What are the three action options that you can assign to the Button object?

48. In this module you will learn how to: Module 3: Modifying Field Properties Bind a field to a control Change field bindings Change the control type Create reference fields

49. Module 3: Modifying Field Properties Binding a Field to a Control (I) Move your cursor over a control and you can see if it is bound to a field

50. Module 3: Modifying Field Properties Binding a Field to a Control (II) Move your cursor over another control and you may see that this control is unbound

51. Module 3: Modifying Field Properties Binding a Field to a Control (III) Click to select this control and then click Control Tools – Properties → Change Binding

52. Module 3: Modifying Field Properties Binding a Field to a Control (IV) Click to select a field to bind a control to and then click OK

53. Module 3: Modifying Field Properties Binding a Field to a Control (V) The selected control is bound to the selected field (in this case “Numinq”)

54. Module 3: Modifying Field Properties Changing Field Bindings (I) To change the field bindings of a control, select the control that you want to work with

55. Module 3: Modifying Field Properties Changing Field Bindings (II) Click Control Tools – Properties → Change Binding

56. Module 3: Modifying Field Properties Changing Field Bindings (III) Select the field you want to bind to the control and click OK

57. Module 3: Modifying Field Properties Changing Field Bindings (IV) The selected control is no longer be bound to the field; it is now bound to the newly selected field

58. Module 3: Modifying Field Properties Changing the Control Type (I) Click to select the control you want to work with

59. Module 3: Modifying Field Properties Changing the Control Type (II) Click Control Tools – Properties → Change Control

60. Module 3: Modifying Field Properties Changing the Control Type (III) When clicked, this menu lists several control types, click to choose one

61. Module 3: Modifying Field Properties Changing the Control Type (IV) The selected control type has changed to a text box without affecting the field it was bound to

62. Module 3: Modifying Field Properties Creating Reference Fields (I) To create a reference field, right-click on the field you want to reference then click Reference

63. Module 3: Modifying Field Properties Creating Reference Fields (II) Click OK

64. Module 3: Modifying Field Properties Creating Reference Fields (III) The new reference field appears in the myFields group on the Fields pane

65. Review Questions Module 3: Modifying Field Properties 1.Is a field automatically added when you add a control to your form? 2.What is the command sequence to change the binding of a selected control? 3.Are field bindings changed when you change a controls control type?

66. Review Questions Module 3: Modifying Field Properties 4.What happens when you change the properties of a reference field? 5.What is the only restriction on the placement of reference fields in the Fields pane?

67. In this module you will learn how to: Module 4: Adding Images to a Form Insert local images Insert online images Resize images Move images Delete images Assign alternative text to images

68. Module 4: Adding Images to a Form Inserting Local Images (I) Place the cursor where you want the picture to be placed

69. Module 4: Adding Images to a Form Inserting Local Images (II) Next, click Insert → Pictures

70. Module 4: Adding Images to a Form Inserting Local Images (III) Browse to the picture you want and click Insert

71. Module 4: Adding Images to a Form Inserting Local Images (IV) The selected picture appears in the location where your cursor was last placed

72. Module 4: Adding Images to a Form Inserting Local Images (V) Click to select this picture and see that the Picture Tools – Format contextual tab is available on the ribbon, click to open it and review its controls

73. Module 4: Adding Images to a Form Inserting Online Images (I) Click to place your cursor where you want the picture from an online source to be placed

74. Module 4: Adding Images to a Form Inserting Online Images (II) Next, click Insert → Online Picture

75. Module 4: Adding Images to a Form Inserting Online Images (III) The Insert Picture pop-up dialog is shown

76. Module 4: Adding Images to a Form Inserting Online Images (IV) Enter a search term in the box adjacent to the source you wish to use

77. Module 4: Adding Images to a Form Inserting Online Images (V) Press Enter then click to select an option

78. Module 4: Adding Images to a Form Inserting Online Images (VI) With a picture selected, click Insert

79. Module 4: Adding Images to a Form Inserting Online Images (VII) The new picture is inserted into your form where your cursor was placed

80. Module 4: Adding Images to a Form Inserting Online Images (VIII) Click to select this picture and see the Picture Tools – Format contextual tab is available on the ribbon, click to open this tab and review its controls

81. Module 4: Adding Images to a Form Resizing Images (I) To resize a picture, first click it to select it

82. Module 4: Adding Images to a Form Resizing Images (II) The resize handles become a double-headed arrow when your cursor hovers over them

83. Module 4: Adding Images to a Form Resizing Images (III) Click and drag any of the corner resize boxes to change its size

84. Module 4: Adding Images to a Form Resizing Images (IV) Release you cursor to apply the new change

85. Module 4: Adding Images to a Form Resizing Images (V) To adjust the image to an exact dimension, select the picture then click Picture Tools – Format → Size

86. Module 4: Adding Images to a Form Resizing Images (VI) Enter a specific height or width for the image

87. Module 4: Adding Images to a Form Resizing Images (VII) Click OK to apply the settings and close this dialog

88. Module 4: Adding Images to a Form Resizing Images (VIII) The picture incorporates these new dimensions

89. Module 4: Adding Images to a Form Moving Images (I) Drag and drop to move an image

90. Module 4: Adding Images to a Form Moving Images (II) Release the cursor to place the image in the new location

91. Module 4: Adding Images to a Form Deleting Images (I) Click to select the image you want to delete

92. Module 4: Adding Images to a Form Deleting Images (II) Next, press the Delete button on your keyboard

93. Module 4: Adding Images to a Form Assigning Alternative Image Text (I) Alternative text appears when the picture is unavailable for any reason

94. Module 4: Adding Images to a Form Assigning Alternative Image Text (II) To assign alternative text, click to select the image

95. Module 4: Adding Images to a Form Assigning Alternative Image Text (III) Click Picture Tools – Format → Alternative Text

96. Module 4: Adding Images to a Form Assigning Alternative Image Text (IV) In text area type the alternative text you want to add to the picture

97. Review Questions Module 4: Adding Images to a Form 1.What is the command sequence to insert local images into your form? 2.How do you display a picture's resize handles? 3.What are the primary techniques that you can use to move images around on your forms?

98. Review Questions Module 4: Adding Images to a Form 4.How do you delete an image from your form? 5.What is one of the three possible uses of alternative text?

99. In this module you will learn how to: Module 5: Adding Objects to a Form Create a hyperlink Insert a page break Insert a horizontal line Insert a symbol

100. Module 5: Adding Objects to a Form Creating a Hyperlink (I) Select the text you want to work with

101. Module 5: Adding Objects to a Form Creating a Hyperlink (II) Next, click Insert → Hyperlink

102. Module 5: Adding Objects to a Form Creating a Hyperlink (III) This opens the Insert Hyperlink dialog to the General tab

103. Module 5: Adding Objects to a Form Creating a Hyperlink (IV) Beside the Address radio button, enter a web address and then click OK

104. Module 5: Adding Objects to a Form Creating a Hyperlink (V) Click the link with the Ctrl key on your keyboard held down to follow this link in InfoPath Designer

105. Module 5: Adding Objects to a Form Inserting a Page Break (I) Place the cursor on the form where you want a page break to be placed

106. Module 5: Adding Objects to a Form Inserting a Page Break (II) Click Insert → Page Break

107. Module 5: Adding Objects to a Form Inserting a Page Break (III) The page break is inserted into the form where the cursor was and is represented by a dashed line

108. Module 5: Adding Objects to a Form Inserting a Horizontal Line (I) First place your cursor in the location where you want the line to be placed

109. Module 5: Adding Objects to a Form Inserting a Horizontal Line (II) Next, click Insert → Horizontal Line

110. Module 5: Adding Objects to a Form Inserting a Horizontal Line (III) A horizontal line spanning the space provided is inserted where your cursor was last placed

111. Module 5: Adding Objects to a Form Inserting a Horizontal Line (IV) Resize handles allow you to change the line’s width and height

112. Module 5: Adding Objects to a Form Inserting a Symbol (I) Place your cursor on the form where you want to insert the symbol

113. Module 5: Adding Objects to a Form Inserting a Symbol (II) Next, click Insert → Symbol

114. Module 5: Adding Objects to a Form Inserting a Symbol (III) This opens the Symbol dialog

115. Module 5: Adding Objects to a Form Inserting a Symbol (IV) Scroll through the list of symbols and choose one

116. Module 5: Adding Objects to a Form Inserting a Symbol (V) With a symbol selected, click Insert

117. Module 5: Adding Objects to a Form Inserting a Symbol (VI) Click Close

118. Module 5: Adding Objects to a Form Inserting a Symbol (VII) You see the symbol that you chose to insert

119. Review Questions Module 5: Adding Objects to a Form 1.What can hyperlinks link to in InfoPath Designer 2013? 2.Is there any limitation to the placement of page breaks? If so, where can they not be placed? 3.What do page breaks represent?

120. Review Questions Module 5: Adding Objects to a Form 4.How do you increase the width of a horizontal line? 5.What is the command sequence to open the Symbol dialog?

121. In this module you will learn how to: Module 6: Creating a Form Load Rule Create a form load rule Specify conditions Add actions Edit a form load rule Enable or disable a form load rule

122. Module 6: Creating a Form Load Rule Creating a Form Load Rule (I) Click Data → Form Load

123. Module 6: Creating a Form Load Rule Creating a Form Load Rule (II) This opens the Rules pane on the right side of the InfoPath Designer window

124. Module 6: Creating a Form Load Rule Creating a Form Load Rule (III) On the Rules pane, click New → Action

125. Module 6: Creating a Form Load Rule Creating a Form Load Rule (IV) The Rules pane shows the controls and options to build a new form load rule

126. Module 6: Creating a Form Load Rule Specifying Conditions (I) Once you have created a form load rule and added an action, specify the conditions for it

127. Module 6: Creating a Form Load Rule Specifying Conditions (II) To adjust the conditions, click the link in the Condition section of the Rules task pane

128. Module 6: Creating a Form Load Rule Specifying Conditions (III) This action opens the Condition dialog

129. Module 6: Creating a Form Load Rule Specifying Conditions (IV) Use the controls provided to set a new condition for this new form load rule

130. Module 6: Creating a Form Load Rule Specifying Conditions (V) If you do not need to adjust the condition for this form load rule, click Cancel

131. Module 6: Creating a Form Load Rule Adding Actions (I) From within the Rules pane, click the Add drop-down command to view the available actions

132. Module 6: Creating a Form Load Rule Adding Actions (II) Review the options and then click “Show a message”

133. Module 6: Creating a Form Load Rule Adding Actions (III) The Rule Details dialog is shown

134. Module 6: Creating a Form Load Rule Adding Actions (IV) Enter a message in the text box and click OK

135. Module 6: Creating a Form Load Rule Adding Actions (V) With the action set, it is listed in the lower portion of the Rules pane

136. Module 6: Creating a Form Load Rule Adding Actions (VI) Save the form and re-open it and the dialog specified in the action portion of the form load rule opens automatically

137. Module 6: Creating a Form Load Rule Editing a Form Load Rule (I) Click Data → Form Load

138. Module 6: Creating a Form Load Rule Editing a Form Load Rule (II) With the Rules pane open, rules that exist within this form are listed near the top of the pane

139. Module 6: Creating a Form Load Rule Editing a Form Load Rule (III) Select the Rule you want to work with and use controls in the lower portion to make changes

140. Module 6: Creating a Form Load Rule Enabling/Disabling Form Load Rule (I) To access options to change form rules, click the pull-down arrow beside a rule to work with

141. Module 6: Creating a Form Load Rule Enabling/Disabling Form Load Rule (II) Click Enable or Disable

142. Module 6: Creating a Form Load Rule Enabling/Disabling Form Load Rule (III) With the selected form load rule disabled, it appears grayed out on the Rules pane

143. Review Questions Module 6: Creating a Form Load Rule 1.What is the command sequence to first create a form load rule? 2.What is the default condition for a form load rule? 3.After choose an action from within the Rules pane, what dialog is shown?

144. Review Questions Module 6: Creating a Form Load Rule 4.What pane must be displayed for you to edit an existing form load rule? 5.How do you disable an existing form load rule?

145. In this module you will learn how to: Module 7: Linking to External Data Link to a web service Import database files Import XML data Manage data connections

146. Module 7: Linking to External Data Linking to Web Service (I) Use the Web Service template (File → New → Web Service) to create the form in question

147. Module 7: Linking to External Data Linking to Web Service (II) If you want this form to only receive data from the web service, click Data → From Web Service

148. Module 7: Linking to External Data Linking to Web Service (III) Click the From REST Web Service option

149. Module 7: Linking to External Data Linking to Web Service (IV) In the Data Connection Wizard enter the location of the SOAP Web service you are connecting to

150. Module 7: Linking to External Data Linking to Web Service (V) In this case, click Cancel

151. Module 7: Linking to External Data Importing Database Files (I) Click Data → From Other Sources → From Database

152. Module 7: Linking to External Data Importing Database Files (II) Click Select Database

153. Module 7: Linking to External Data Importing Database Files (III) Browse to the file you want and click Open

154. Module 7: Linking to External Data Importing Database Files (IV) Choose a table to import from and click OK

155. Module 7: Linking to External Data Importing Database Files (V) Choose what table fields you want to import data from and click Next

156. Module 7: Linking to External Data Importing Database Files (VI) Specify if you wish the data to be stored in the form template for offline use then click Next

157. Module 7: Linking to External Data Importing Database Files (VII) Name the new connection and click Finish to complete the connection

158. Module 7: Linking to External Data Importing XML Data (I) To begin importing XML data, click Data → From Other Sources → From XML File

159. Module 7: Linking to External Data Importing XML Data (II) Click browse to enter the location of XML file that you want to import

160. Module 7: Linking to External Data Importing XML Data (III) Use the controls to find your file and click Open

161. Module 7: Linking to External Data Importing XML Data (IV) The location of the XML file is listed in the text box, click Next

162. Module 7: Linking to External Data Importing XML Data (V) Click Next

163. Module 7: Linking to External Data Importing XML Data (VI) Enter a name for this connection and click Finish

164. Module 7: Linking to External Data Managing Data Connections (I) Click Data → Data Connections

165. Module 7: Linking to External Data Managing Data Connections (II) This opens the Data Connections dialog

166. Module 7: Linking to External Data Managing Data Connections (III) Click Close

167. Review Questions Module 7: Linking to External Data 1.What is the command sequence to create a link that receives data from a SOAP web service? 2.What are the two web service protocols that are compatible with InfoPath Designer 2013?

168. Review Questions Module 7: Linking to External Data 3.When importing data files into your form template, why would you choose to store a copy of the data within the template itself? 4.Can you import data from an existing resource file that already exists in your form template? 5.What is the command sequence to open the Data Connections dialog using the ribbon?

169. In this module you will learn how to: Module 8: Creating Template Parts Create a template part Save a template part Use a template part Manage template parts

170. Module 8: Creating Template Parts Creating a Template Part (I) In the Template Parts section, click an option and then click Design Form

171. Module 8: Creating Template Parts Creating a Template Part (II) The new template is created and you can add controls and build the template

172. Module 8: Creating Template Parts Saving a Template Part (I) Click the Save icon on the Quick Access toolbar, or press Ctrl + S on your keyboard

173. Module 8: Creating Template Parts Saving a Template Part (II) Choose a save location, name the file, choose a file type and click Save

174. Module 8: Creating Template Parts Saving a Template Part (III) The template is saved in the location you chose

175. Module 8: Creating Template Parts Using a Template Part (I) Open the Home tab and click the More button in the lower right corner of the Controls group

176. Module 8: Creating Template Parts Using a Template Part (II) At the bottom of the drop-down, click Add or Remove Custom Controls

177. Module 8: Creating Template Parts Using a Template Part (III) Click the Add button

178. Module 8: Creating Template Parts Using a Template Part (IV) With the Template Part selected, click Next

179. Module 8: Creating Template Parts Using a Template Part (V) Click Browse to locate the template part you want to make available in the Controls task pane

180. Module 8: Creating Template Parts Using a Template Part (VI) Select the template part you want and click Open

181. Module 8: Creating Template Parts Using a Template Part (VII) Click finish

182. Module 8: Creating Template Parts Using a Template Part (VIII) Click close

183. Module 8: Creating Template Parts Using a Template Part (IX) Click OK

184. Module 8: Creating Template Parts Using a Template Part (X) On the Home tab and within the Controls group, click the More button once again

185. Module 8: Creating Template Parts Using a Template Part (XI) The template part you just added as a control appears at the bottom of the menu, click it

186. Module 8: Creating Template Parts Using a Template Part (XII) The template part is added to the top of the form and is set apart from the rest of the form in its own section

187. Module 8: Creating Template Parts Managing Template Parts (I) Open the Home tab then click the More button, click Add or Remove Custom Controls

188. Module 8: Creating Template Parts Managing Template Parts (II) In the dialog you see any template parts that you previously added

189. Module 8: Creating Template Parts Managing Template Parts (III) Select the control and click Remove or Rename

190. Module 8: Creating Template Parts Managing Template Parts (IV) Click Yes

191. Module 8: Creating Template Parts Managing Template Parts (V) Click OK

192. Review Questions Module 8: Creating Template Parts 1.How do you begin creating a template part? 2.What is the keyboard shortcut to save a template part? 3.A template part is added to an existing form as what type of control?

193. Review Questions Module 8: Creating Template Parts 4.Where can you find the Add or Remove Custom Control command? 5.What dialog do you use to manage template parts that have been added as custom controls?

194. In this module you will learn how to: Module 9: Working with XML Form Templates Create a form from an XML schema Create a form from an XML file Work with an XML form template You will also learn about: XML

195. Module 9: Working with XML Form Templates XML 101 (I) XML, short for Extensible Markup Language is similar with HTML (Hypertext Markup Language) XML was designed to transport and store data, HTML was designed to only display data In HTML there are defined tags, set words that a browser interprets as a command Title Page

196. Module 9: Working with XML Form Templates XML 101 (II) XML tags are completely defined by the author of a XML document Bob Jill

197. Module 9: Working with XML Form Templates XML 101 (III) The tags and on the previous slide, are the complete invention of the XML document’s author This structure allows you to easily see that there are two people named Bob and Jill, each of whom is an employee of a larger company

198. Module 9: Working with XML Form Templates XML 101 (IV) The tags and on the previous slide, are the complete invention of the XML document’s author This structure allows you to easily see that there are two people named Bob and Jill, each of whom is an employee of a larger company XML’s power lies in its ability to communicate with any platform while delivering its content

199. Module 9: Working with XML Form Templates XML 101 (V) XML schemas are files that contain any information necessary to define the elements and structure of those XML files that have been based on them See image on following slide

200. Module 9: Working with XML Form Templates XML 101 (VI)

201. Module 9: Working with XML Form Templates Creating Form from XML Schema (I) Click XML or Schema template in the Advanced Form Templates section of the templates gallery on the New category and click Design Form

202. Module 9: Working with XML Form Templates Creating Form from XML Schema (II) Browse to locate an XML schema file you want

203. Module 9: Working with XML Form Templates Creating Form from XML Schema (III) Navigate to the file you want and click Open

204. Module 9: Working with XML Form Templates Creating Form from XML Schema (IV) Click Next

205. Module 9: Working with XML Form Templates Creating Form from XML Schema (V) You can add another XML document or not, then click Finish

206. Module 9: Working with XML Form Templates Creating Form from XML Schema (VI) The wizard closes and a new form template is displayed

207. Module 9: Working with XML Form Templates Creating Form from XML Schema (VII) The form itself is blank but the Fields pane is populated with fields found in the schema file

208. Module 9: Working with XML Form Templates Creating a Form from an XML File (I) Under Advanced Form Templates, click to select XML or Schema template then, click Design Form

209. Module 9: Working with XML Form Templates Creating a Form from an XML File (II) Browse to locate the XML file you want to use

210. Module 9: Working with XML Form Templates Creating a Form from an XML File (III) Navigate to the file you want and click Open

211. Module 9: Working with XML Form Templates Creating a Form from an XML File (IV) Click Next

212. Module 9: Working with XML Form Templates Creating a Form from an XML File (V) Include additional files, if needed, then click Finish

213. Module 9: Working with XML Form Templates Creating a Form from an XML File (VI) Click Yes

214. Module 9: Working with XML Form Templates Creating a Form from an XML File (VII) On the blank template expand the Type folder on the Fields pane to see fields in the XML file

215. Module 9: Working with XML Form Templates Creating a Form from an XML File (VIII) In this case, a repeating group has been created

216. Module 9: Working with XML Form Templates Working with XML Form Template (I) The “Automatically create data source” option at the bottom of the Controls pane is unavailable

217. Module 9: Working with XML Form Templates Working with XML Form Template (II) Right-click a field in the Fields task pane and click the control you want that field to be bound to

218. Review Questions Module 9: Working with XML Form Templates 1.At its core, what is XML? 2.What is the file extension of an XML schema file? 3.Why are locks displayed beside each field in Fields pane when you have created a new form template from an XML schema file?

219. Review Questions Module 9: Working with XML Form Templates 4.What template option to you select to create a new form template based upon an XML or XML schema file? 5.When working with an XML form template that is based off of a XML schema file, why is the “Automatically create data source” option disabled?

220. In this module you will learn how to: Module 10: Creating a Form from a Database Create a form from a database Add fields to a database form Query a database Submit data

221. Module 10: Creating a Form from a Database Creating a Form from a Database (I) Click to select the Database form template from the gallery on the New category and click Design Form

222. Module 10: Creating a Form from a Database Creating a Form from a Database (II) Click Select Database

223. Module 10: Creating a Form from a Database Creating a Form from a Database (III) Navigate to the file you want and click Open

224. Module 10: Creating a Form from a Database Creating a Form from a Database (IV) Select a table and click OK

225. Module 10: Creating a Form from a Database Creating a Form from a Database (V) Click on the fields you want and click Next

226. Module 10: Creating a Form from a Database Creating a Form from a Database (VI) Enter names for data connections and click Finish

227. Module 10: Creating a Form from a Database Creating a Form from a Database (VII) A new form template opens with some basic controls already added

228. Module 10: Creating a Form from a Database Creating a Form from a Database (VIII) In the Fields pane all of the fields from the database are listed

229. Module 10: Creating a Form from a Database Adding Controls to Database Form (I) Drag and drop a field from the Forms pane to the database form to add a control

230. Module 10: Creating a Form from a Database Adding Controls to Database Form (II) Release the mouse button and the control appears in the location where the cursor was last placed

231. Module 10: Creating a Form from a Database Adding Controls to Database Form (III) You can also right-click a field in the Fields pane and pick a control to insert from the context menu

232. Module 10: Creating a Form from a Database Adding Controls to Database Form (IV) The new control is inserted into the form template

233. Module 10: Creating a Form from a Database Querying a Database (I) Click Home → Preview to preview a form, enter a name under the New Record box, click Run Query

234. Module 10: Creating a Form from a Database Querying a Database (II) The query results are shown in the section below the Run Query button

235. Module 10: Creating a Form from a Database Querying a Database (III) Click the New Record button

236. Module 10: Creating a Form from a Database Submitting Data (I) Click Home → Preview to preview a form, then enter information under Run Query

237. Module 10: Creating a Form from a Database Submitting Data (II) Now, click Home → Submit

238. Module 10: Creating a Form from a Database Submitting Data (III) Click Home → Preview to display the preview again

239. Module 10: Creating a Form from a Database Submitting Data (IV) Click Run Query

240. Module 10: Creating a Form from a Database Submitting Data (V) You can identify the query you wanted by the returned information

241. Review Questions Module 10: Creating a Form from a Database 1.When creating a form from a database, can your data source include more than one table? 2.At the end of the Data Connection Wizard, what does the “Enable submit for this connection” control?

242. Review Questions Module 10: Creating a Form from a Database 3.How do you add controls to a database form using just the Fields pane? 4.What does the Run Query button on the Database form template do? 5.What is the command sequence to submit new data to a connected database while working with InfoPath Filler?

243. In this module you will learn how to: Module 11: Importing and Publishing Forms Import a form from Microsoft Word Import a form from Microsoft Excel Publish a form by e-mail Edit forms after they have been published

244. Module 11: Importing and Publishing Forms Importing a Form from Word (I) To import a Word form, click Convert Existing Form from the templates gallery on the New category then click Design Form

245. Module 11: Importing and Publishing Forms Importing a Form from Word (II) Ensure that the “InfoPath importer for Word documents” option is selected and click Next

246. Module 11: Importing and Publishing Forms Importing a Form from Word (III) Click Browse

247. Module 11: Importing and Publishing Forms Importing a Form from Word (IV) Navigate to the file you want and click Open

248. Module 11: Importing and Publishing Forms Importing a Form from Word (V) Click Finish

249. Module 11: Importing and Publishing Forms Importing a Form from Word (VI) Click OK

250. Module 11: Importing and Publishing Forms Importing a Form from Word (VII) The form is displayed and you can work with it just as you would any other form in InfoPath Designer

251. Module 11: Importing and Publishing Forms Importing a Form from Word (VIII) The Design Checker shows what conversion issues were encountered during the import process

252. Module 11: Importing and Publishing Forms Importing a Form from Word (IX) Open the Fields pane and it has already been prepopulated with fields bound to new controls

253. Module 11: Importing and Publishing Forms Importing a Form from Excel (I) Click the Convert Existing Form option from the templates gallery and click Design Form

254. Module 11: Importing and Publishing Forms Importing a Form from Excel (II) Ensure that the “InfoPath importer for Excel workbooks” option is selected and click Next

255. Module 11: Importing and Publishing Forms Importing a Form from Excel (III) Click Browse

256. Module 11: Importing and Publishing Forms Importing a Form from Excel (IV) Navigate to the file you want and click Open

257. Module 11: Importing and Publishing Forms Importing a Form from Excel (V) Click Finish

258. Module 11: Importing and Publishing Forms Importing a Form from Excel (VI) Click OK to continue and close the dialog

259. Module 11: Importing and Publishing Forms Importing a Form from Excel (VII) The form you imported is displayed

260. Module 11: Importing and Publishing Forms Publishing a Form by E-mail (I) To start, click File → Publish → Email

261. Module 11: Importing and Publishing Forms Publishing a Form by E-mail (II) Name the template and click Next

262. Module 11: Importing and Publishing Forms Publishing a Form by E-mail (III) Add any data fields you want to the Column Name list and click Next to continue

263. Module 11: Importing and Publishing Forms Publishing a Form by E-mail (IV) On the final stage of the wizard, click Publish

264. Module 11: Importing and Publishing Forms Publishing a Form by E-mail (V) When the wizard is complete, an InfoPath Designer screen displays the form in an e-mail message

265. Module 11: Importing and Publishing Forms Editing Forms After They Have Been Published (I) Right-click on a field within the Fields pane on the published form and click Delete

266. Module 11: Importing and Publishing Forms Editing Forms After They Have Been Published (II) A warning dialog is displayed

267. Review Questions Module 11: Importing and Publishing Forms 1.What Microsoft InfoPath Designer template do you use to import a form from Microsoft Word or Excel? 2.What pane will automatically be displayed if there were some issues importing a Word document?

268. Review Questions Module 11: Importing and Publishing Forms 3.Recipients of a form that has been published by e-mail must have what applications installed so that they may receive and fill it out? 4.What is the command sequence to publish a form by e-mail? 5.What happens if you delete a field contained within a published form?

269. In this module you will learn how to: Module 12: Using InfoPath Designer with SharePoint Server Publish an InfoPath form to a SharePoint Server In this Module, you will also learn about: Microsoft SharePoint SharePoint System Requirements Forms and workflows

270. Module 12: Using InfoPath Designer with SharePoint Server Understanding SharePoint A centralized location for uses such as intranet portal, external website, document manager, etc. Three versions are SharePoint Foundation, SharePoint Server, and SharePoint Enterprise Core components include sites, lists and libraries, web parts, pages, search, and more advanced features

271. Module 12: Using InfoPath Designer with SharePoint Server SharePoint System Requirements In order to access a SharePoint server, you need to know the server URL or know the server IP address SharePoint Server 2013 is compatible with all modern Web browsers The SharePoint server administrator will issue you a username and password

272. Module 12: Using InfoPath Designer with SharePoint Server Publishing an InfoPath Form to a SharePoint Server (I) Click File → Publish → SharePoint Server

273. Module 12: Using InfoPath Designer with SharePoint Server Publishing an InfoPath Form to a SharePoint Server (II) The Publishing Wizard is displayed

274. Module 12: Using InfoPath Designer with SharePoint Server Understanding Forms/Workflows (I) Workflows are the automated movement of files through actions to complete a task In the context of SharePoint and InfoPath, workflows can streamline routine processes Workflows do this by managing the tasks involved with these processes

275. Module 12: Using InfoPath Designer with SharePoint Server Understanding Forms/Workflows (II) Workflows are created in SharePoint, InfoPath can be used to connect a form to the workflow as a data connection Once this data connection exists, you can create conditional logic rules that change the form in response to workflow status You can do this by creating a new InfoPath view for the form

276. Review Questions Module 12: Using InfoPath Designer with SharePoint Server 1.What are the three different versions of SharePoint 2013 that are available? 2.What version of Internet Explorer (and higher) do you need to properly interact with SharePoint? 3.What is the command sequence to publish an open form to a SharePoint server?

277. Review Questions Module 12: Using InfoPath Designer with SharePoint Server 4.Fundamentally, what does a workflow do in the context of InfoPath and SharePoint? 5.Are workflows created using SharePoint or InfoPath Designer?