Workflow Ready

SharePoint • Power Apps • Power Automate • Nintex Training & Consulting

EXCEL-WORD 365: CREATE ONLINE FORMS-INTERMEDIATE

Half-Day Online Class
Excel-Word 365: Create Forms for SharePoint-Fundamentals Microsoft InfoPath: Overview
WHAT IS INFOPATH?

Microsoft® InfoPath® is an online forms-creation and data-gathering tool that organizations can use to streamline business processes. InfoPath is designed for both advanced business users and IT pros and developers, depending on the type of forms-based solution a user or organization wants to create. Users of all levels, however, can fill out forms.

  • InfoPath 2013 is the last version to be released by Microsoft. It works with SharePoint Server 2016 and SharePoint Online.
  • Microsoft will support the InfoPath 2013 desktop client and InfoPath Forms Services for SharePoint Server 2013 through April 2023 as part of their Lifecycle support policy.
  • InfoPath Forms Services in Office 365 will be supported until further notice.
  • Many InfoPath users can use Microsoft Power Apps to building and use custom business apps that connect to your data and work across the web and mobile.
CLASS DETAILS
CLASS FORMAT This is a hands-on class - it is delivered as a running lab. This is not a series of PowerPoint slides presented by the instructor.
WHO SHOULD ATTEND This class is targeted toward non-technical form designers who work with SharePoint. The topics in this class expand considerably on the topics in the InfoPath 2013 Fundamentals class. You wiil learn to design powerful, sophisticated online forms without programming.
CLASS TOPICS Click CLASS TOPICS to view the full class outline.
PAYMENT Payment of $425 U.S. per person per 4-hour class will be made directly by credit card over a secure web connection.
CLASS TIMES North America class times are: Pacific 9 AM-1 PM • Mountain 10 AM-2 PM • Central 11 AM-3 PM • Eastern 12-4 PM
INTERNATIONAL Customized classes can be arranged for international customers. Suggested times:
Asia 7-11 AM SGT • Europe 1-5 PM GMT • South America 1-5 PM BREST
Full-Day Classes
SharePoint Online
SharePoint Online for Site Members
SharePoint Online for Site Owners
SharePoint Online for Power Users
SharePoint Online for Project Management
Microsoft Power Automate
Design Workflows with Power Automate: Fundamentals
Design Workflows with Power Automate: Intermediate
Microsoft Power Apps
Design Online Forms with Power Apps: Fundamentals
Design Online Forms with Power Apps: Intermediate
Nintex Workflow
Design Workflows with Nintex Workflow: Fundamentals
Design Workflows with Nintex Workflow: Intermediate
Design Workflows with Nintex Workflow: Power Users
InfoPath 2013
Excel-Word 365: Create Forms for SharePoint-Fundamentals
Excel-Word 365: Create Forms for SharePoint-Intermediate
REGISTER
1. Click a Class Date below.
2. Fill out the fields below, then click Submit to register for a class.
    We will email you a confirmation.

September 26

October 18

November 21

December 14

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If you have questions, please call us at (800) 765-1962 or email us at training@workflowready.com.
CLASS TOPICS

Download the Training Files

1.0 Create and Configure Rules

1.1 Create Rules to Auto-Populate Controls with SharePoint List Data

1.1.1 How the Rule and Filter Logic Works

1.1.2 Steps to Create the Autopopulate Rules

2.0 Create and Configure Expression Boxes and Formulas

2.1 Insert Expression Boxes

2.2 Simple Arithmetic Calculations

2.3 Add a Formula to a Control

3.0 Conditional Formatting, Data Validation

3.1 Apply Visual Formatting Based on Conditions

3.2 Hide or Set a Control as Read-Only

3.3 Prevent Users from Inserting or Deleting a Control

3.4 Set Pattern Matching Conditions for Data

3.5 Show or Hide Rows in a Repeating Table

3.6 Use Color to Indicate Status in a Repeating Section

4.0 Data Validation

4.1 Add Data Validation to a Form Template

4.2 Use Data Validation to Add Pattern Matching to a Form Template

COURSE OBJECTIVES

In this class students will learn how to:

  • Create and Configure Rules
  • Create Rules to Auto-Populate Controls with SharePoint List Data
  • Create and Configure Expression Boxes and Formulas
  • Conditional Formatting
  • Data Validation

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