Welcome to the Microsoft InfoPath Designer Expert Level course! Get ready to unlock even more features of Microsoft InfoPath Designer to get your information and business processes running smoothly. This course will dive deep into the InfoPath environment, as well as help you conquer digital signatures, all control features, using commands and switches, formulas and functions, and rules, queries and data submission. You’ll be an InfoPath expert when you finish!

Course Objectives

Research has consistently demonstrated that when clear goals are associated with learning, it occurs more easily and rapidly. With that in mind, let’s review our goals for today.

At the end of this course, participants should be able to:

• Set options, including form submission, publishing, and advanced form options
• Customize the Ribbon and the Quick Access toolbar
• View form template properties
• Understand trusted locations
• Apply a digital signature or multiple signatures to a form
• Set confirmation messages
• Disable digital signatures
• Sign form templates digitally
• Use Properties for text box controls, list box controls, combo box controls, option buttons, check boxes, hyperlinks, calculated values, sections date pickers, and pictures
• Modify a control
• Set a field’s default value
• Change a control’s binding
• Set a field’s value using rules
• Filter data displayed in a control
• Understand commands and switches
• Use a switch once
• Make a reusable switch
• Understand the use of formulas and functions in InfoPath
• Use date and time functions
• Use field functions
• Use math functions
• Use text functions
• Use URL functions
• Use the Username function
• Create a rule to show a message
• Create a rule to show the value of a field or formula
• Create a rule to switch views
• Create a rule to set a field’s value
• Create a rule to open a new form to fill
• Create a rule to send data to a WebPart
• Create a rule to sign a signature line
• Create a rule to close the form
• Understand advanced condition scenarios
• Use data entry patterns
• Create a rule to query for data
• Create a rule to submit data