Microsoft InfoPath 2013 Designing Forms

2 days


The goal of this course is to provide you with the knowledge required to design and publish forms for users to fill in. The course emphasises hands-on experience, with a series of self-guided exercises integrated into the training. You will discover how InfoPath forms are constructed and be given a clear plan on how to create form templates. You will be shown how to design and create complete form templates to support your business needs. You will implement data integrity and rules into forms to manage data entry, and publish InfoPath forms to e-mail, network locations and to databases.


Each participant will leave with a recognised certificate

Course Outline

  • Lesson 1: Understanding InfoPath
  • What is InfoPath?
  • Designing Forms in InfoPath
  • InfoPath File Formats
  • Working with Form Templates
  • Lesson 2: Form Layout
  • Plan a Form Template
  • Import a Form
  • Format a Form
  • Insert Graphic Objects
  • Lesson 3: Form Controls
  • Control Types
  • Work with Controls
  • Binding
  • Section Controls
  • Manage Control Properties
  • Work with Hyperlinks
  • Lesson 4: Managing Data Fields
  • The Data Source
  • Basic Data Integrity
  • Formulas
  • Lesson 5: Rules
  • Manage Rules
  • Formatting Rules
  • Validation Rules
  • Action Rules
  • Test a Form Design
  • Lesson 6: Views
  • Work with Views
  • Create a Print Version for a View
  • Lesson 7: Data Connections
  • Understand Data Sources
  • Data Connections
  • Data Source Fields
  • Use Secondary Connections
  • Populate a Drop-Down with Data
  • Offline Mode Query Support
  • Lesson 8: Security and Trust
  • Trustworthy Computing
  • InfoPath Security
  • Digital Signatures for Form Templates
  • Digital Signatures for Form Data
  • Lesson 9: Submitting Data
  • Save vs. Submit
  • Save Forms
  • Submit Forms
  • Submit Forms via E-mail
  • Submit Forms to Databases
  • Submit Data Using Rules and Code
  • Customise Submit Messages
  • Lesson 10: Publishing Forms
  • Understand Publishing
  • Distribute a Form Template
  • Modify a Published Form

Thinking about Onsite?

If you need training for 3 or more people, you should ask us about onsite training. Putting aside the obvious location benefit, content can be customised to better meet your business objectives and more can be covered than in a public classroom. It's a cost effective option.

Submit an enquiry from any page on this site, and let us know you are interested in the requirements box, or simply mention it when we contact you.

ITILv3, RESILIA, PRINCE2, PRINCE2 Agile, AgileSHIFT, MSP, M_o_R, P3M3, P3O, MoP, MoV courses on this page are offered by QA, ATO of AXELOS Limited. ITIL, RESILIA, PRINCE2, PRINCE2 Agile, AgileSHIFT, MSP, M_o_R, P3M3, P3O,MoP, MoV are registered trademarks of AXELOS Limited. All rights reserved.

Upcoming Dates

  • GREEN This class is Guaranteed To Run.
  • SPVC - Self-Paced Virtual Class.
  • Click a Date to Enroll.
Course Location Days Cost Date
Midlands Birmingham2 411 £411 2019-10-03
Edinburgh Edinburgh2 411 £411 2019-10-03
Bristol Bristol2 411 £411 2019-10-03
Devon Exeter2 411 £411 2019-10-03
Devon Exeter2 411 £411 2019-12-05
Midlands Birmingham2 411 £411 2019-12-05
Edinburgh Edinburgh2 411 £411 2019-12-05
Bristol Bristol2 411 £411 2019-12-05
London London2 411 £411 2019-12-12