Join Gini von Courter for an in-depth discussion in this video What you'll need for this course, part of SharePoint 2013: Customizing List Forms.
- What do you need to get going and to get success out of this particular course? First, you'll want to make sure that you have access to some software. Specifically, you need a SharePoint site that you have permission to work with. Full access would be best. It's nice if you're the site owner, but if not, you still need to have this provision so that you can create lists and create forms, do some basic publishing on the course. Ideally, you're going to be working with SharePoint Server Enterprise, and you must be working with SharePoint Server 2013.
A number of the things that I'm going to show you in this course are new to this version of SharePoint. It could be that you're running SharePoint Server Enterprise as part of an Office 365 subscription, that you're actually running SharePoint Online, and that works just fine. That's actually the environment that you'll be seeing because it's what I use. If you don't have SharePoint Server Enterprise, then hopefully you have SharePoint Server 2013 Standard, and you could have that as part of an Office 365 subscription, or perhaps you have SharePoint Foundation running as part of Microsoft Windows Server.
As we move down the list, SharePoint Server Enterprise is the gold standard here for forms development, and it will support all of the tools that we're using, particularly if you're using the online version of SharePoint Server Enterprise. If you're using SharePoint Foundation, a couple of the tools that we're going to see are not available, are not supported in SharePoint Foundation. We'll talk more about that when we talk about the different form tools. However, there still are some choices for form creation and form modification for you, even if you're running SharePoint Foundation.
Now, aside from your SharePoint site and the tools that are available in SharePoint, you also need to have access to some desktop tools. You need to have Excel, Access, and InfoPath Designer, all of them in the 2013 versions. All three of these tools are part of Microsoft Office Pro Plus 2013. You may have Excel, Access, and InfoPath Designer as part of Office Online, or you may have them installed by your IT Department. If you have Excel and Access and don't have InfoPath Designer, talk to the folks in your IT Department about getting a copy of InfoPath Designer for this course.
Finally, we're going to be using SharePoint Designer as well. That's a free download from Microsoft, and I'll be showing you how to obtain that and install it. Finally, software alone isn't enough. I'm assuming you bring some experience with you. This is not a beginning course in SharePoint, and so I'm assuming that you know your way around a SharePoint site, that you've taken one out and kicked its tires, took it out for a spin, that you have some prior experience working with lists and adding information to lists, perhaps working with some of the other apps in SharePoint 2013.
I'm assuming that you know how to work with tables in Excel and that you're comfortable in that environment, and also that you at least have an idea of how Access works, although I don't need you to have deep knowledge in Access. If you have a little bit, you're going to be in really nice shape. Now, if you don't have prior experience in SharePoint or Excel or Access, or perhaps a couple of these different pieces of software, I want to recommend the Essential Training courses in the lynda.com training library.
There are Essential Training courses for Access 2013, for Excel 2013, for SharePoint Server, and for SharePoint Online, and all of those Essential Training courses will give you the basics that you need. If you're feeling like you're relatively new to SharePoint, you'd like to know a little bit more, I'd recommend that you look at the Essential Training course and then come back for this course. If, when we get to Excel, maybe I'd like to know a little bit more about what we're doing in Excel first, go ahead and hit those Essential Training courses, then return here to this course working on our list forms in SharePoint 2013.
- Determine the steps for generating a SharePoint list from an Excel table.
- Recognize how to set options for default list forms.
- Modify form layouts using InfoPath Designer.
- Summarize how to put together an Access web app to utilize as a list form.
- Identify how to formulate Excel surveys.
- Discover how to share the results of Excel surveys.