InfoPath 2013

All that is needed to use and administer InfoPath 2013 in a SharePoint environment

This two-day course will allow you to design and create InfoPath based business forms, publish these forms to a SharePoint environment and use SharePoint 2013 to manipulate and control completed forms.

Course Code
2 Days
Delivery Style
Course Type
Public or Private
Max Delegates
Available as Nutshell

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Purpose of this course

To give a complete overview of how to use InfoPath with SharePoint to create highly-customisable forms which can be used to improve business processes.

Who is this course for

This course is for users who are required to create InfoPath forms and for SharePoint administrators who are required to administer forms.

You will learn how to
  • Create Forms
  • Publish Forms
  • Customize Layouts
  • Understand forms in lists and library’s
  • Mange Views
  • Distribute Forms
  • Understand incidents/problems/known errors
Benefits for your organisation

SharePoint is a powerful tool - there is no denying it. However, to get the most out of it you have to use add on products; InfoPath is one such product.  It allows you to collect data via forms within a SharePoint environment so that you can store that data and either process it or report upon it in the future.

Benefits for you as an individual

You will learn how to get the very best out of InfoPath and how to use it as a business tool to potentially automate business processes within a SharePoint environment.  As well as creating forms you will also benefit from understanding how to troubleshoot existing forms.

Creating InfoPath Forms

Explore the User Interface
Planning InfoPath form environment

Customising Form Layout

Format a Form
Template Parts
Customize Tables
Insert Graphic Objects
Create Optional and Repeating Sections

Managing Controls

Understanding incidents/problems/known error and service requests

Managing Views

Create Custom Views
Modify a View
Create a Print Version for a View
Assign User Roles to a View

Distributing Forms

Publish a Form Template
Troubleshoot Publishing Problems

Publishing forms to SharePoint

Forms Library
Forms Server
Activating Forms
Forms as content types

List and Library Views

Default views
Custom views
Datasheet view
Submitting forms to an alternate library

Advanced Features

Cascading Drop Down Lists
InfoPath Rules
Tabbed Forms
XPath Concepts


Delegates should have a good base of knowledge of using Internet Explorer 8.0 or later, and be familiar with basic Microsoft Office and SharePoint functionality. 

About the Lead Trainer

Jason is one of the technical trainers here at Quanta covering areas such as the CompTIA course track and Microsoft systems and applications. Jason has previously worked as a web designer, system administrator and technical consultant for organisations including a plant nursery and web service provider.

When he’s not at Quanta, Jason is an avid American Football fan and can also occasionally be found singing and dancing with local Amateur Gilbert and Sullivan societies. He does however promise to keep the theatrics to a minimum in the classroom.