Join Gini von Courter for an in-depth discussion in this video Using the exercise files, part of InfoPath 2013 Essential Training.
If you are a premium member of the lynda.com training library or if you are watching this session on DVD, you have access to the exercise files used throughout this title. All of the exercise files are in one folder called exercise files, I have it here on my desktop and if you double-click the exercise files folder you'll notice that it contains a folder for each chapter that we actually have exercises in, followed by two folders named Images and Source Files. When we're working in a chapter, you'll open up that Chapters folder, for example Chapter 08, and you'll find the template files that we are using, 08_01, 08_02, 08_03, 08_04, and some chapters have additional files we only use in that chapter.
For example, here a Sample Word File. There are a couple of logos that we use in different forms and so those Images and a few others that you might care to use are here in our Images folder. You can also choose to use your own images files if you wish, you don't need to use these. Then we have a file folder called Source Files, and you'll notice that the Source Files folder is actually empty. Later in the course will be taking the source files that are used to create an InfoPath template and unpacking them out of the template. There are about a dozen files for each and every one of these templates that you see, like any one of these.
So when we unpack them we need a place to put them, and that's what that Source Files folder is for. For any movie that includes exercise files, a banner will scroll across the screen to show you what file I have opened for that particular movie. And if you want to work along with me, simply open the Chapter folder, and open that same file. If you don't have access to these exercise files, don't worry, we are going to build our InfoPath Forms from scratch. So it's easy enough for you to begin when I do and work through the course creating the same form that I create.
At the start of some movies I'll tell you that I've changed the form since the last time you might have seen it, and I'll point out what you need to do to have your form be in the same starting point that mine is. At the end of the course, I'll show you how to convert Word and Excel forms into InfoPath Forms. You can use any Word or Excel form you have on hand for this exercise if you don't have accessto these exercise files. And if you don't have a Word or Excel form you want to convert now, no worries. When you have one later that you do want to convert, come back and view the steps again, I'll still be here.
Now that we know where we're going, let's get started.
Author
Released
4/5/2013- What is InfoPath?
- Creating a template from scratch
- Importing Word and Excel forms
- Creating and modifying data sources
- Adding and formatting a layout table
- Choosing a theme
- Working with form controls like date pickers and check boxes
- Using tables and sections for repeating data
- Publishing forms and templates
- Enabling digital signatures in a form
Skill Level Beginner
Duration
Views
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Welcome
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Welcome55s
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Using the exercise files2m 26s
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1. Introducing InfoPath 2013
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Opening InfoPath files2m 59s
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2. Template-Creation Basics
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Saving a template3m 4s
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3. Creating a Data Source
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Understanding data sources4m 56s
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Setting field properties4m 38s
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Modifying a data source8m 3s
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4. Formatting a Template
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Choosing a theme2m 55s
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Inserting an online image2m 55s
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5. Using Controls to Collect Data
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Using text controls6m 40s
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Using rich text controls5m 22s
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Using date pickers6m 53s
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Using lists boxes7m 54s
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Using check boxes4m 38s
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Using option buttons6m 3s
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Changing a control's type2m 46s
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6. Setting Options and Formatting Controls
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Formatting labels4m 41s
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Formatting controls3m 47s
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7. Using Tables and Sections for Repeating Data
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Using repeating tables7m 48s
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Using optional sections6m 59s
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Using choice controls8m 55s
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8. Using Object Controls
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Using the hyperlink control2m 57s
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Using the picture controls3m 58s
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9. Creating Browser Forms
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10. Finishing a Template
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Checking spelling6m 40s
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Testing a template6m 54s
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11. Creating Views
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Creating a view8m 27s
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Creating a print view7m 3s
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Setting view properties4m 13s
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12. Publishing Options
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Understanding submit options3m 33s
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Submitting using email8m 24s
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Distributing using email5m 53s
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Using Quick Publish1m 12s
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13. Publishing a Template in SharePoint
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14. Advanced Data Techniques
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15. Using Advanced Templates
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Importing an Excel form5m 38s
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Importing a Word form4m 57s
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16. Digital Signatures
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Conclusion
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Next steps2m 48s
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Video: Using the exercise files