| | Tel: 020 7920 9500 | | Computer Training & Personal Development Microsoft InfoPath Filler 2013 Core Essentials.

| www.catraining.co.uk | Tel: 020 7920 9500 | info@catrainingltd.co.uk | Computer Training & Personal Development Microsoft InfoPath Filler 2013 Core Essentials

In this module you will learn how to: Module 1: The Basics Get started with InfoPath Filler 2013 Sign into Microsoft Office Open an InfoPath form using InfoPath Filler 2013 Save an InfoPath form

Module 1: The Basics Getting Started (I) Click InfoPath Filler 2013 tile on your Start screen

Module 1: The Basics Getting Started (II) InfoPath Filler 2013 opens on the desktop, with the New category displayed

Module 1: The Basics Getting Started (III) Close InfoPath Filler by clicking the Close button (X) in the top right-hand corner of the window

Module 1: The Basics Signing In (I) Windows 8 will automatically sign you into your Microsoft account

Module 1: The Basics Signing In (II) To change your account, click the user name in the top right corner and click “Switch account”

Module 1: The Basics Signing In (III) If you are not signed in, click the “Sign in” link

Module 1: The Basics Signing In (IV) Enter the e-mail address of the account you would like to use and click Next

Module 1: The Basics Signing In (V) Enter the password for the account you’re using and click “Sign in”

Module 1: The Basics Opening a Form (I) To open an existing form on your computer, click “Find a Form”

Module 1: The Basics Opening a Form (II) Use the controls in this dialog box to find the file you want and click Open

Module 1: The Basics Opening a Form (III) A new form opens in InfoPath Filler based upon the template file that you selected

Module 1: The Basics Saving a Form (I) To save a form, click File → Save As

Module 1: The Basics Saving a Form (II) Navigate to where you want the form to be saved, name it, and click Save

Module 1: The Basics Saving a Form (III) The form and any fields that you completed will be saved to the location that you specified

Review Questions Module 1: The Basics 1.How do you open Microsoft InfoPath Filler 2013 with Windows 8? 2.How do you change the account used by Microsoft InfoPath Filler 2013? 3.What is the keyboard shortcut to save an open form?

Review Questions Module 1: The Basics 4.When you first open Microsoft InfoPath Filler 2013, what command do you click to open an existing form? 5.When you save a form, will any information you entered be saved as well?

In this module you will learn how to: Module 2: Completing a Form Use basic form controls Enable and disable AutoComplete Switch form views Use Find and Replace Check your spelling

Module 2: Completing a Form Using Basic Controls (I) One of the most common controls in InfoPath is the text box for entering alphanumeric information

Module 2: Completing a Form Using Basic Controls (II) Use controls by clicking inside them to activate them and then typing the relevant information

Module 2: Completing a Form Using Basic Controls (III) Many forms also include combo boxes (also known as drop-down menus); click arrow to use

Module 2: Completing a Form Using Basic Controls (IV) From the drop-down menu, click on the option you would like to use

Module 2: Completing a Form Using Basic Controls (V) Many forms include checkbox/radio button controls

Module 2: Completing a Form Enabling/Disabling AutoComplete (I) InfoPath Filler 2013 includes AutoComplete capabilities (suggests data for some fields)

Module 2: Completing a Form Enabling/Disabling AutoComplete (II) Feature is disabled by default To enable, click File → Options

Module 2: Completing a Form Enabling/Disabling AutoComplete (III) In the General category, click More Options

Module 2: Completing a Form Enabling/Disabling AutoComplete (IV) Click Internet Options

Module 2: Completing a Form Enabling/Disabling AutoComplete (V) Click the Content tab

Module 2: Completing a Form Enabling/Disabling AutoComplete (VI) Click the Settings button in the AutoComplete section

Module 2: Completing a Form Enabling/Disabling AutoComplete (VII) In the AutoComplete Settings dialog, check the Forms checkbox Click OK in all dialogs

Module 2: Completing a Form Switching Views (I) The Page Views group is shown on the Home tab for forms with more than one view Click the drop-down menu to choose a view

Module 2: Completing a Form Switching Views (II) The new view is applied to your form Notice that this view contains different controls

Module 2: Completing a Form Using Find and Replace (I) Complete form with the following data

Module 2: Completing a Form Using Find and Replace (II) The Find and Replace tools allow you to find specific phrases or words and replace them Both tools inside the Editing group (Home tab)

Module 2: Completing a Form Using Find and Replace (III) Click Home → Find

Module 2: Completing a Form Using Find and Replace (IV) The Find and Replace dialog opens to the Find tab

Module 2: Completing a Form Using Find and Replace (V) In “Find what” field, type a word Click Find Next

Module 2: Completing a Form Using Find and Replace (VI) The first instance of the word is selected

Module 2: Completing a Form Using Find and Replace (VII) Click the Replace tab to view the replace options

Module 2: Completing a Form Using Find and Replace (VIII) In “Replace with” field, type replacement term(s) Click Replace

Module 2: Completing a Form Using Find and Replace (IX) The found item will then be replaced with the text you entered inside the “Replace with” field

Module 2: Completing a Form Checking Your Spelling (I) Complete form with the following data

Module 2: Completing a Form Checking Your Spelling (II) To run the Spelling tool, click Home → Spelling

Module 2: Completing a Form Checking Your Spelling (III) The first incorrect word in the form will be displayed in the Spelling dialog

Module 2: Completing a Form Checking Your Spelling (IV) Click Change to replace the misspelling with the correct suggestion

Module 2: Completing a Form Checking Your Spelling (V) The next misspelled word is selected Click Change to accept suggested correction

Module 2: Completing a Form Checking Your Spelling (VI) Click OK when check is complete

Module 2: Completing a Form Checking Your Spelling (VII) InfoPath Filler checks spelling as you enter information Errors are underlined with a red squiggly line

Review Questions Module 2: Completing a Form 1.What is the primary difference between a checkbox and radio button? 2.Is AutoComplete enabled by default? 3.If there are no different views available on a current open form, will the View drop-down menu be displayed?

Review Questions Module 2: Completing a Form 4.What kind of information can the Find tool be used for? 5.What is the keyboard shortcut to launch the Spelling tool?

In this module you will learn how to: Module 3: Working with Text Cut, copy, and paste text Use paste options Insert symbols Use Undo and Redo Drag and drop text

Module 3: Working with Text Cutting, Copying, Pasting Text (I) Complete form with the following data

Module 3: Working with Text Cutting, Copying, Pasting Text (II) This text box was incorrectly filled out with data that was intended for the another text box

Module 3: Working with Text Cutting, Copying, Pasting Text (III) To move this data, click and drag over the text to select it, and then click Home → Cut

Module 3: Working with Text Cutting, Copying, Pasting Text (IV) Click in the appropriate text box and click Home → Paste

Module 3: Working with Text Cutting, Copying, Pasting Text (V) The information is now in the correct text box

Module 3: Working with Text About Paste Options (I) Home → Paste is also a drop-down command

Module 3: Working with Text About Paste Options (II) The Set Default Paste button opens the Options dialog to the Paste tab

Module 3: Working with Text Inserting Symbols (I) Complete form with the following data

Module 3: Working with Text Inserting Symbols (II) Place your cursor inside the text box where you want the symbol to be placed

Module 3: Working with Text Inserting Symbols (III) Next, click Insert → Symbol

Module 3: Working with Text Inserting Symbols (IV) Select symbol and click Insert

Module 3: Working with Text Inserting Symbols (V) Click Close

Module 3: Working with Text Inserting Symbols (VI) You will see the symbol inside the text area where your cursor was placed

Module 3: Working with Text Using Undo and Redo (I) Complete form with the following data

Module 3: Working with Text Using Undo and Redo (II) Select e-mail address and press the Delete key

Module 3: Working with Text Using Undo and Redo (III) Click Undo command on the Quick Access toolbar

Module 3: Working with Text Using Undo and Redo (IV) The deleted text reappears in the text box

Module 3: Working with Text Using Undo and Redo (V) Click the Redo command on the Quick Access toolbar to repeat the Delete command

Module 3: Working with Text Using Undo and Redo (VI) The text will be deleted once again

Module 3: Working with Text Dragging and Dropping Text (I) Complete form with the following data

Module 3: Working with Text Dragging and Dropping Text (II) Select the text to move

Module 3: Working with Text Dragging and Dropping Text (III) Hold down your mouse button and drag this text to the correct field

Module 3: Working with Text Dragging and Dropping Text (IV) Release your mouse button to drop text into place

Review Questions Module 3: Working with Text 1.What is the difference between cutting and copying text? 2.What are the three paste options that are available in the Paste drop-down menu? 3.What is the command sequence to insert a symbol?

Review Questions Module 3: Working with Text 4.What is the keyboard shortcut for the Undo command? 5.What is the first step when dragging and dropping text from one area to another?

In this module you will learn how to: Module 4: Formatting Text, Part One Change the font face, size, and color of text Apply highlighting to text Apply font effects to text Use the Format Painter Clear formatting from text

Module 4: Formatting Text, Part One Changing Font Face and Size (I) Complete form with the following data

Module 4: Formatting Text, Part One Changing Font Face and Size (II) Select text in "Products Sold" control

Module 4: Formatting Text, Part One Changing Font Face and Size (III) This action activates controls on the Home tab and lets InfoPath Filler know what text you want to format Click Home → Font Size → 18

Module 4: Formatting Text, Part One Changing Font Face and Size (IV) The text is larger

Module 4: Formatting Text, Part One Changing Font Face and Size (V) To change the font face, click Home → Font → Batang

Module 4: Formatting Text, Part One Changing Font Face and Size (VI) Deselect the text box by clicking on a blank area of the form

Module 4: Formatting Text, Part One Changing Font Color (I) Complete form with the following data

Module 4: Formatting Text, Part One Changing Font Color (II) Select text in "Products Sold" control

Module 4: Formatting Text, Part One Changing Font Color (III) Next, click Home → Font Color arrow → Red

Module 4: Formatting Text, Part One Changing Font Color (IV) Deselect this text by clicking on a blank area of the form; you will see that the selected text is red

Module 4: Formatting Text, Part One Applying Highlighting (I) Complete form with the following data

Module 4: Formatting Text, Part One Applying Highlighting (II) Select the first line of text from the “Products Sold” control

Module 4: Formatting Text, Part One Applying Highlighting (III) Next, click Home → Text Highlight Color arrow → Choose desired color

Module 4: Formatting Text, Part One Applying Highlighting (IV) Click on a blank area to deselect the text and view highlighting

Module 4: Formatting Text, Part One Applying Font Effects (I) Complete form with the following data

Module 4: Formatting Text, Part One Applying Font Effects (II) Select the first line of text from the “Products Sold” control

Module 4: Formatting Text, Part One Applying Font Effects (III) Next, click Home → Bold

Module 4: Formatting Text, Part One Applying Font Effects (IV) Click on a blank area of the form to deselect the text and see the bold effect

Module 4: Formatting Text, Part One Using the Format Painter (I) Complete form with the following data

Module 4: Formatting Text, Part One Using the Format Painter (II) Apply the underline and bold font effects to selected text and change the font color to red

Module 4: Formatting Text, Part One Using the Format Painter (III) Select the text with the formatting that you would like to copy

Module 4: Formatting Text, Part One Using the Format Painter (IV) Next, click Home → Format Painter

Module 4: Formatting Text, Part One Using the Format Painter (V) The cursor incorporates a paintbrush icon that indicating the Format Painter is enabled To apply this copied formatting, select the text you would like it to be applied to

Module 4: Formatting Text, Part One Using the Format Painter (VI) Release the mouse button; click on a blank area to deselect the text and view copied formatting

Module 4: Formatting Text, Part One Clearing Formatting (I) Complete form with the following data

Module 4: Formatting Text, Part One Clearing Formatting (II) Apply the underline and bold effects to selected text and change the font color to red

Module 4: Formatting Text, Part One Clearing Formatting (III) Select the text whose formatting you want to clear

Module 4: Formatting Text, Part One Clearing Formatting (IV) Next, click Home → Reset Formatting on the Selection

Module 4: Formatting Text, Part One Clearing Formatting (V) The selected text reverts to its default appearance (the effects and color are removed)

Review Questions Module 4: Formatting Text, Part One 1.What group on the Home tab contains commands to change the font face, size, and color of selected text in compatible controls? 2.Can you combine font effects? 3.What is the default highlighting color?

Review Questions Module 4: Formatting Text, Part One 4.How can you apply the Format Painter to multiple places? 5.What will the “Reset Formatting on the Selection” command do?

In this module you will learn how to: Module 5: Formatting Text, Part Two Apply bullets and numbers Change the alignment of text Change the spacing of text Add a fill color to text Apply font styles

Module 5: Formatting Text, Part Two Applying Bullets and Numbers (I) Complete form with the following data

Module 5: Formatting Text, Part Two Applying Bullets and Numbers (II) Select both lines of text inside the “Products Sold” control

Module 5: Formatting Text, Part Two Applying Bullets and Numbers (III) Next, click Home → Bullets

Module 5: Formatting Text, Part Two Applying Bullets and Numbers (IV) Bullets appear beside each line of the text you selected

Module 5: Formatting Text, Part Two Applying Bullets and Numbers (V) With the text still selected, change the bullets to numbers by clicking Home → Bullets arrow → Arabic

Module 5: Formatting Text, Part Two Applying Bullets and Numbers (VI) Click on a blank area to deselect the text and see the numbered list

Module 5: Formatting Text, Part Two Changing Alignment (I) Complete form with the following data

Module 5: Formatting Text, Part Two Changing Alignment (II) Select text to align

Module 5: Formatting Text, Part Two Changing Alignment (III) Next, click Home → Center

Module 5: Formatting Text, Part Two Changing Alignment (IV) The text appears centered within the control

Module 5: Formatting Text, Part Two Changing Spacing (I) Complete form with the following data

Module 5: Formatting Text, Part Two Changing Spacing (II) Place your cursor anywhere inside the “Products Sold” text box control

Module 5: Formatting Text, Part Two Changing Spacing (III) Next, click Home → Line spacing → 2.0

Module 5: Formatting Text, Part Two Changing Spacing (IV) The spacing between each line has been increased

Module 5: Formatting Text, Part Two Adding a Fill Color (I) Complete form with the following data

Module 5: Formatting Text, Part Two Adding a Fill Color (II) Select text to format

Module 5: Formatting Text, Part Two Adding a Fill Color (III) Next, click Home → Shading → Choose color

Module 5: Formatting Text, Part Two Adding a Fill Color (IV) Click on a blank area to deselect the text and view fill color

Module 5: Formatting Text, Part Two Applying Font Styles (I) Complete form with the following data

Module 5: Formatting Text, Part Two Applying Font Styles (II) Select text to apply the style to

Module 5: Formatting Text, Part Two Applying Font Styles (III) Next, on the Home tab, choose a font style from within the Font Styles group

Module 5: Formatting Text, Part Two Applying Font Styles (IV) Click elsewhere on your form to deselect the text and view the new style

Review Questions Module 5: Formatting Text, Part Two 1.What is the first step to apply bullets to existing lines of text in a control? 2.What are the four alignment options that are available in Microsoft InfoPath Filler? 3.The Line Spacing drop-down command can be used to adjust what two elements of your text?

Review Questions Module 5: Formatting Text, Part Two 4.What does the Fill Color drop-down command control? 5.What are font styles?

In this module you will learn how to: Module 6: Using Advanced Controls, Part One Upload pictures to a form Attach files to a form Use the date picker control Use calculated controls

Module 6: Using Advanced Controls, Part One Uploading Pictures (I) Complete form with the following data

Module 6: Using Advanced Controls, Part One Uploading Pictures (II) Some forms have a control to upload pictures

Module 6: Using Advanced Controls, Part One Uploading Pictures (III) Begin by clicking on the control

Module 6: Using Advanced Controls, Part One Uploading Pictures (IV) In the Insert Picture dialog, browse to find a picture to add, select it, and click Insert

Module 6: Using Advanced Controls, Part One Uploading Pictures (V) The picture appears where the picture control was

Module 6: Using Advanced Controls, Part One Attaching Files (I) Complete form with the following data

Module 6: Using Advanced Controls, Part One Attaching Files (II) File attachment control works similarly to the upload picture control

Module 6: Using Advanced Controls, Part One Attaching Files (III) Begin using this control by clicking on it

Module 6: Using Advanced Controls, Part One Attaching Files (IV) In the Attach File dialog, browse to find a file to add, select it, and click Insert

Module 6: Using Advanced Controls, Part One Attaching Files (V) An icon representing the file you selected appears inside the control

Module 6: Using Advanced Controls, Part One Attaching Files (VI) To manage added files (or to add a different file), click the paperclip icon in its top left corner

Module 6: Using Advanced Controls, Part One Attaching Files (VII) Drop-down menu will appear

Module 6: Using Advanced Controls, Part One Using Date Picker Controls (I) A date picker is often included in many forms

Module 6: Using Advanced Controls, Part One Using Date Picker Controls (II) Click the calendar icon

Module 6: Using Advanced Controls, Part One Using Date Picker Controls (III) This action displays the calendar

Module 6: Using Advanced Controls, Part One Using Date Picker Controls (IV) Click a date to choose it

Module 6: Using Advanced Controls, Part One Using Date Picker Controls (V) Date is inserted into the date picker field

Module 6: Using Advanced Controls, Part One Using Calculated Controls (I) Complete form with the following data

Module 6: Using Advanced Controls, Part One Using Calculated Controls (II) Calculated controls are read-only controls that rely on data entered into other form controls

Module 6: Using Advanced Controls, Part One Using Calculated Controls (III) Input a number into the "Total Sales box" and press Tab to switch focus to the next control

Module 6: Using Advanced Controls, Part One Using Calculated Controls (IV) Input a figure in “Number of Inquiries” text box Click on blank area to update calculated control

Review Questions Module 6: Using Advanced Controls, Part One 1.What is the command sequence to remove a picture that you have added to a form using the picture control? 2.What is the command sequence to replace a picture that you have added to a form? 3.What kind of files can you attach to a form that has a file attachment control?

Review Questions Module 6: Using Advanced Controls, Part One 4.What controls the date formatting used by the date picker control? 5.Do calculated controls require direct interaction with the control itself?

In this module you will learn how to: Module 7: Using Advanced Controls, Part Two Use repeating controls Use optional controls Use choice controls Use master/detail controls

Module 7: Using Advanced Controls, Part Two Using Repeating Controls (I) Complete form with the following data

Module 7: Using Advanced Controls, Part Two Using Repeating Controls (II) Repeating controls allow you to enter multiple pieces of information

Module 7: Using Advanced Controls, Part Two Using Repeating Controls (III) The first repeating control can be used just like any other: just add text

Module 7: Using Advanced Controls, Part Two Using Repeating Controls (IV) Display another instance of the type of control you just filled out by clicking the “Insert item” link

Module 7: Using Advanced Controls, Part Two Using Repeating Controls (V) Can now use second text box control

Module 7: Using Advanced Controls, Part Two Using Repeating Controls (VI) To add or remove a repeating control, click the larger down arrow

Module 7: Using Advanced Controls, Part Two Using Optional Controls (I) Optional controls can be identified by orange right- facing arrow and the “Click here to insert” link

Module 7: Using Advanced Controls, Part Two Using Optional Controls (II) Click on the arrow button or link to activate

Module 7: Using Advanced Controls, Part Two Using Optional Controls (III) This action reveals the optional control section, which contains a repeating control

Module 7: Using Advanced Controls, Part Two Using Optional Controls (IV) If you accidently activated an optional control, remove it by clicking on the orange arrow button and clicking Remove

Module 7: Using Advanced Controls, Part Two Using Choice Controls (I) Complete form with the following data

Module 7: Using Advanced Controls, Part Two Using Choice Controls (II) The sample form contains a choice control near the bottom of the page

Module 7: Using Advanced Controls, Part Two Using Choice Controls (III) Choice controls can only be seen when you move your cursor over them

Module 7: Using Advanced Controls, Part Two Using Choice Controls (IV) This displays the choice icon in the outside, upper left corner of the control borders Click this icon

Module 7: Using Advanced Controls, Part Two Using Choice Controls (V) Switch to the other choice group by clicking “Replace with Support_Plans” from this menu

Module 7: Using Advanced Controls, Part Two Using Choice Controls (VI) The choice section is replaced and a combo box is included with the support plans that are available

Module 7: Using Advanced Controls, Part Two Using Master/Detail Controls (I) Master/detail controls collect data entered and allow user to view that data

Module 7: Using Advanced Controls, Part Two Using Master/Detail Controls (II) When you enter information, you see that the data entered in one control is copied into the other

Module 7: Using Advanced Controls, Part Two Using Master/Detail Controls (III) Inside the “Per unit price” field, type “58000” Then, click “Insert item”

Module 7: Using Advanced Controls, Part Two Using Master/Detail Controls (IV) A new instance in the repeating table is displayed and selected

Module 7: Using Advanced Controls, Part Two Using Master/Detail Controls (V) In the details portion of the Sales Summary control, enter the following information: Product Name: Tractor 6530 Number Sold: 5 Per Unit Price: 20800 Click “Insert item” See next slide for image

Module 7: Using Advanced Controls, Part Two Using Master/Detail Controls (VI)

Module 7: Using Advanced Controls, Part Two Using Master/Detail Controls (VII) Another new instance is added to the control Click on the first item in the master control

Module 7: Using Advanced Controls, Part Two Using Master/Detail Controls (VIII) You can now view all of the information about this item in the details portion

Review Questions Module 7: Using Advanced Controls, Part Two 1.What do repeating controls allow you to do? 2.Optional controls are indicated by what icon? 3.How can you locate a choice control? 4.What are the parts that make up a choice control called? 5.What are master/detail controls?

In this module you will learn how to: Module 8: Inserting Objects Insert tables Insert local and online images Insert hyperlinks Insert lines

Module 8: Inserting Objects Inserting Tables (I) Click inside “Describe Product(s) Sold” control Click Insert → Table

Module 8: Inserting Objects Inserting Tables (II) Select dimensions and click to create

Module 8: Inserting Objects Inserting Tables (III) The new table is displayed inside the control

Module 8: Inserting Objects Inserting Tables (IV) Click table to make contextual tab available

Module 8: Inserting Objects Inserting Local Images (I) Click inside “Describe Product(s) Sold” control Click Insert → Pictures

Module 8: Inserting Objects Inserting Local Images (II) Browse to image, select it, and click Insert

Module 8: Inserting Objects Inserting Local Images (III) The picture is inserted into the selected control

Module 8: Inserting Objects Inserting Online Images (I) Click inside “Describe Product(s) Sold” control Click Insert → Online Pictures

Module 8: Inserting Objects Inserting Online Images (II) The Insert Pictures dialog is displayed

Module 8: Inserting Objects Inserting Online Images (III) Type keyword into the Office.com Clip Art field

Module 8: Inserting Objects Inserting Online Images (IV) Press Enter and the search begins

Module 8: Inserting Objects Inserting Online Images (V) Click to select a picture and click Insert

Module 8: Inserting Objects Inserting Online Images (VI) The picture is downloaded and inserted into the rich text box where your cursor was last placed

Module 8: Inserting Objects Inserting Hyperlinks (I) Complete form with the following data

Module 8: Inserting Objects Inserting Hyperlinks (II) Click inside “Describe Product(s) Sold” control Click Insert → Hyperlink

Module 8: Inserting Objects Inserting Hyperlinks (III) The Insert Hyperlink dialog is displayed

Module 8: Inserting Objects Inserting Hyperlinks (IV) Enter link and display text; click OK

Module 8: Inserting Objects Inserting Hyperlinks (V) The new hyperlink appears inside the rich text box where your cursor was last placed

Module 8: Inserting Objects Inserting Hyperlinks (VI) Once a hyperlink is inserted into a control on your form, you may interact with it by right-clicking on it

Module 8: Inserting Objects Inserting Hyperlinks (VII) Click Open Hyperlink to view site in your browser

Module 8: Inserting Objects Inserting Hyperlinks (VIII) The link opens in your default browser

Module 8: Inserting Objects Inserting Lines (I) Complete form with the following data

Module 8: Inserting Objects Inserting Lines (II) Click inside “Describe Product(s) Sold” control Click Insert → Horizontal Line

Module 8: Inserting Objects Inserting Lines (III) A horizontal line is inserted into the rich text box

Module 8: Inserting Objects Inserting Lines (IV) Move this line by dragging and dropping it Use the square handles to resize it

Review Questions Module 8: Inserting Objects 1.How do you choose the dimensions of a table? 2.What happens if an image you insert exceeds the dimensions of the control in which you are placing it? 3.What are two of the five online sources you can insert images from?

Review Questions Module 8: Inserting Objects 4.How do you interact with a hyperlink that you inserted into a control? 5.What is the command sequence to insert a line into a rich text box?

In this module you will learn how to: Module 9: Submitting the Form Start a workflow View workflow tasks Submit a form E-mail a form Use print preview Print a form

Module 9: Submitting the Form Starting a Workflow (I) Click File → Share → Start Workflow → Start Workflow

Module 9: Submitting the Form Starting a Workflow (II) Select a workflow and click Start

Module 9: Submitting the Form Viewing Workflow Tasks (I) View running workflows by clicking File → Share → View Workflow Tasks → View Workflow Tasks

Module 9: Submitting the Form Viewing Workflow Tasks (II) Select the task you would like to view; click Open

Module 9: Submitting the Form Viewing Workflow Tasks (III) This opens Internet Explorer to the SharePoint site where the workflow for the current form resides

Module 9: Submitting the Form Submitting the Form (I) To begin, click Home → Submit

Module 9: Submitting the Form Submitting the Form (II) The designer may also provide a button control that you can use to submit your form

Module 9: Submitting the Form Submitting the Form (III) If necessary, related dialog will open

Module 9: Submitting the Form E-mailing the Form (I) To begin, click File → Share → Email

Module 9: Submitting the Form E-mailing the Form (II) Choose desired method

Module 9: Submitting the Form E-mailing the Form (III) The window adjusts to accommodate several e- mail fields below the ribbon

Module 9: Submitting the Form E-mailing the Form (IV) Fill out the fields and click Send

Module 9: Submitting the Form Using Print Preview (I) To start, click File → Print → Print Preview

Module 9: Submitting the Form Using Print Preview (II) You will see a preview of how the form will appear on a printed page using the current settings

Module 9: Submitting the Form Using Print Preview (III) Close Print Preview by clicking Print Preview → Close Print Preview

Module 9: Submitting the Form Printing the Form (I) To print a form, click File → Print

Module 9: Submitting the Form Printing the Form (II) Click Print

Module 9: Submitting the Form Printing the Form (III) Set options and click OK

Review Questions Module 9: Submitting the Form 1.What is the command sequence to start a workflow? 2.What does it mean if you cannot find the Submit command on the ribbon? 3.What is the purpose of Print Preview?

Review Questions Module 9: Submitting the Form 4.In what two primary areas can you access Print Preview? 5.What happens when you click Quick Print?

In this module you will learn how to: Module 10: Exporting the Form Export a form to PDF or XPS Export a form to a web page Export a form to Excel

Module 10: Exporting the Form Exporting a Form to PDF or XPS (I) Complete form with the following data

Module 10: Exporting the Form Exporting a Form to PDF or XPS (II) Click File → Info → Publish as PDF or XPS

Module 10: Exporting the Form Exporting a Form to PDF or XPS (III) Select a location, ensure that PDF is selected, name the file, and click Publish

Module 10: Exporting the Form Exporting a Form to PDF or XPS (IV) The PDF file is published to the location that you specified and opens in default program (if selected)

Module 10: Exporting the Form Exporting a Form to a Web Page (I) Complete form with the following data

Module 10: Exporting the Form Exporting a Form to a Web Page (II) Click File → Share → Export to Web → Export to Web

Module 10: Exporting the Form Exporting a Form to a Web Page (III) Select a location, name the file, and click Export

Module 10: Exporting the Form Exporting a Form to a Web Page (IV) The form is saved as a web page to the location you specified Double-click on the file to view it

Module 10: Exporting the Form Exporting a Form to a Web Page (V) File opens using your computer’s default browser

Module 10: Exporting the Form Exporting a Form to Excel (I) Complete form with the following data

Module 10: Exporting the Form Exporting a Form to Excel (II) Click File → Share → Export to Excel → Export to Excel

Module 10: Exporting the Form Exporting a Form to Excel (III) Export to Excel wizard opens; click Next to continue

Module 10: Exporting the Form Exporting a Form to Excel (IV) Ensure that the “All form data” radio button is selected and click Next to continue

Module 10: Exporting the Form Exporting a Form to Excel (V) Ensure that the top radio button is selected and then click Finish

Module 10: Exporting the Form Exporting a Form to Excel (VI) Excel opens and display the results

Review Questions Module 10: Exporting the Form 1.What category in the File menu includes options to save a form as a PDF, XPS, Excel, or web page file? 2.What is a benefit of exporting a file to PDF or XPS?

Review Questions Module 10: Exporting the Form 3.Will any data you enter into a form still be visible after it has been exported to a web page? 4.What application do you use to open a form that was exported as a web page? 5.Can you export multiple forms at once to an Excel file?

In this module you will learn how to: Module 11: Customizing Your Office Account Change your Microsoft account photo View your Microsoft profile Change your Office background and theme Customize connected services

Module 11: Customizing Your Office Account Changing Your Photo (I) Click on your account name in the top right corner and click “Change photo”

Module 11: Customizing Your Office Account Changing Your Photo (II) Enter the details of your account and click “Sign in”

Module 11: Customizing Your Office Account Changing Your Photo (III) Below the current profile picture, click the “Change picture” link

Module 11: Customizing Your Office Account Changing Your Photo (IV) Click the Browse button

Module 11: Customizing Your Office Account Changing Your Photo (V) Browse to the file you want to use and click Open

Module 11: Customizing Your Office Account Changing Your Photo (VI) The selected picture appears in place of the previous image

Module 11: Customizing Your Office Account Changing Your Photo (VII) Move your cursor over the larger picture; click and drag to choose area to display

Module 11: Customizing Your Office Account Changing Your Photo (VIII) Click Save to continue

Module 11: Customizing Your Office Account Changing Your Photo (IX) The new picture is applied to your Microsoft account and you are returned to the profile page

Module 11: Customizing Your Office Account Changing Your Photo (X) Return to InfoPath; you will see the new profile picture near the top right corner of the window

Module 11: Customizing Your Office Account Viewing Your Microsoft Profile (I) Click your account name in the top right corner of the window and click “About me”

Module 11: Customizing Your Office Account Viewing Your Microsoft Profile (II) Enter the details of your account and click “Sign in”

Module 11: Customizing Your Office Account Viewing Your Microsoft Profile (III) Your account profile page is displayed

Module 11: Customizing Your Office Account Changing Your Office Background and Theme (I) Click on your account name in top right corner of the window and click the “Account settings” link

Module 11: Customizing Your Office Account Changing Your Office Background and Theme (II) The Account category is selected in the File menu

Module 11: Customizing Your Office Account Changing Your Office Background and Theme (III) Click the Office Background drop-down menu

Module 11: Customizing Your Office Account Changing Your Office Background and Theme (IV) Click desired background

Module 11: Customizing Your Office Account Changing Your Office Background and Theme (V) The selected background is applied

Module 11: Customizing Your Office Account Changing Your Office Background and Theme (VI) Click Office Theme menu and click desired theme

Module 11: Customizing Your Office Account Changing Your Office Background and Theme (VII) You will see the change applied

Module 11: Customizing Your Office Account Customizing Connected Services (I) To view account settings, click your account name in the top right and click the “Account settings” link

Module 11: Customizing Your Office Account Customizing Connected Services (II) Under the Connected Services header is a list of services that are connected to your account

Module 11: Customizing Your Office Account Customizing Connected Services (III) Click the Manage link beside any service name

Module 11: Customizing Your Office Account Customizing Connected Services (IV) This action opens your browser to the settings page for that particular service

Module 11: Customizing Your Office Account Customizing Connected Services (V) To add new service, click “Add a service” at the bottom of the “Connected Services” header Choose the category and click a service to add

Module 11: Customizing Your Office Account Customizing Connected Services (VI) Click Connect

Module 11: Customizing Your Office Account Customizing Connected Services (VII) Enter the account name and password for the service to connect to, then click “OK, I’ll Allow It”

Module 11: Customizing Your Office Account Customizing Connected Services (VIII) Once the connection has been made, click Done

Module 11: Customizing Your Office Account Customizing Connected Services (IX) In the Accounts category, the service just added is listed under the Connected Services header

Review Questions Module 11: Customizing Your Office Account 1.If you have an image that you would like to use for your account picture, where should it be saved? 2.What is the command sequence to view your Microsoft profile using an Office application? 3.The Office background refers to what portion of an Office application window?

Review Questions Module 11: Customizing Your Office Account 4.How does a theme affect the appearance of an Office application? 5.Where in an Office application can you find a list of the services that are currently connected to your account?

In this module you will learn how to: Module 12: Customizing the Interface Collapse and pin the ribbon Customize the Quick Access toolbar Hide and show ribbon tabs Create custom ribbon tabs Reset the interface back to the default configuration

Module 12: Customizing the Interface Collapsing and Pinning the Ribbon (I) To change how the ribbon is displayed, click the “Collapse the Ribbon” button near the top right corner of the InfoPath Filler 2013 window

Module 12: Customizing the Interface Collapsing and Pinning the Ribbon (II) The ribbon appears collapsed

Module 12: Customizing the Interface Collapsing and Pinning the Ribbon (III) To return the ribbon to its pinned status, click any tab and click the “Pin the Ribbon” button

Module 12: Customizing the Interface Customizing Quick Access Toolbar (I) Click the drop-down arrow next to the toolbar

Module 12: Customizing the Interface Customizing Quick Access Toolbar (II) If a command is not checked, click it to add it If it’s checked, click it to remove the command

Module 12: Customizing the Interface Customizing Quick Access Toolbar (III) You can also right-click a command in the ribbon and click “Add to Quick Access Toolbar”

Module 12: Customizing the Interface Customizing Quick Access Toolbar (IV) To remove a command from the toolbar, right-click it and click “Remove from Quick Access Toolbar”

Module 12: Customizing the Interface Hiding and Showing Ribbon Tabs (I) To customize the ribbon tabs, right-click on a blank area in the ribbon and click “Customize the Ribbon”

Module 12: Customizing the Interface Hiding and Showing Ribbon Tabs (II) On the right side, check a tab to show it/uncheck to hide it

Module 12: Customizing the Interface Hiding and Showing Ribbon Tabs (III) Click OK

Module 12: Customizing the Interface Hiding and Showing Ribbon Tabs (IV) The interface changes are applied

Module 12: Customizing the Interface Creating Custom Ribbon Tabs (I) To create custom ribbon tabs, right-click in the ribbon interface and click “Customize the Ribbon”

Module 12: Customizing the Interface Creating Custom Ribbon Tabs (II) Click New Tab

Module 12: Customizing the Interface Creating Custom Ribbon Tabs (III) The new tab appears with one group

Module 12: Customizing the Interface Creating Custom Ribbon Tabs (IV) Click a command from list on the left and click Add

Module 12: Customizing the Interface Creating Custom Ribbon Tabs (V) Click OK to apply your changes

Module 12: Customizing the Interface Creating Custom Ribbon Tabs (VI) The changes are applied; click to view your new tab

Module 12: Customizing the Interface Resetting Interface Changes (I) Right-click in the ribbon interface and click “Customize the Ribbon”

Module 12: Customizing the Interface Resetting Interface Changes (II) Click Reset → Reset all customizations

Module 12: Customizing the Interface Resetting Interface Changes (III) Click Yes to confirm the operation

Module 12: Customizing the Interface Resetting Interface Changes (IV) Click OK to close the InfoPath Options dialog

Review Questions Module 12: Customizing the Interface 1.Where is the command that collapses the ribbon located? 2.When a command has checkmark beside it in the Quick Access toolbar menu, this indicates what?

Review Questions Module 12: Customizing the Interface 3.What is the quickest way to open the Customize Ribbon category of the InfoPath Options dialog? 4.Where can you create a new custom ribbon tab? 5.What is the command sequence to reset all interface changes?

| | Tel: 020 7920 9500 | | Computer Training & Personal Development Microsoft InfoPath Filler 2013 Core Essentials.

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| | Tel: 020 7920 9500 | | Computer Training & Personal Development Microsoft InfoPath Filler 2013 Core Essentials.

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