Working with InfoPath 2013 in SharePoint

Learn to customize SharePoint list forms with InfoPath, including cascading drop downs and default values, and save them in a form library, then publish.

Explore the InfoPath interface, including the ribbon, fields pane, and publish button, to insert fields from multiple data sources, manage data connections, and publish to SharePoint.

Learn how to create and customize an InfoPath form for an existing SharePoint list by switching to the classic experience, using the customize in InfoPath option, and publishing changes.

Create a SharePoint list and forms directly in InfoPath using InfoPath Designer. Enable advanced options to manage multiple list items and create a repeating table for multiple items.

Use SharePoint Designer to manage and create InfoPath forms for a list, design existing or new forms (Dsp, Edit, New and their Ifs), and set default forms.

Edit a SharePoint form by opening the list in classic view and selecting customize in InfoPath to see published changes. For form libraries, use library settings to edit the template.

Publish your updated InfoPath form to reflect changes in SharePoint by using quick publish after opening the form and applying edits like bold labels.

Learn to restore the default SharePoint form from a list by using list settings form options or SharePoint Designer, including deleting the InfoPath form and managing default forms.

Explore the structure of InfoPath forms, from the resizable canvas to tables, labels, and bound controls, and learn how repeating sections and repeating tables manage multiple items.

Format and position text in InfoPath forms by inserting headers, footers, or paragraphs; apply fonts, sizes, colors, alignment, lists, and headings, with shortcuts such as format painter and shift+arrow keys.

Learn to use InfoPath 2013's built-in spell check to catch typos, see squiggly lines, and fix text across a form with right-click suggestions, ignore, or add to dictionary.

Learn how to insert and delete a table in an InfoPath form linked to a SharePoint list, including creating a 2 by 4 table and using layout tools.

Format InfoPath 2013 tables using the table tools. Select cells to apply shading, borders, and colors, resize, merge or split cells, and apply themes for a consistent look.

Add or remove rows and columns in InfoPath 2013 tables using insert and delete options, and learn when to split a cell versus inserting a column for start-end dates.

Master merging and splitting cells in InfoPath 2013 tables to shape row and column layouts for SharePoint forms, including three-column splits and format painter.

Learn to add a new column of metadata to an InfoPath form from a SharePoint list, drag fields via the fields pane, and delete rows to remove them.

Select a field to open the control tools properties, adjust width (percent or pixels) and margins, and resize using the boxes to customize the field in InfoPath forms.

Change field controls in InfoPath to tailor SharePoint columns, set required options, edit choices, and switch between drop-down, list box, or combo box, with changes syncing to SharePoint lists.

Explore how to insert and configure sections in InfoPath 2013, making optional and repeating sections, with section properties, show/hide behavior, and insertion controls for managing secondary data sources.

Insert a picture into an InfoPath form using the pictures or online pictures options. Adjust text wrapping, size, alternative text, shading, and borders while observing licensing for online images.

Add a submit button to InfoPath forms in SharePoint by inserting a button, configuring button properties, and selecting submit as the primary action, with optional rules and destinations.

Learn to insert calculated values in InfoPath 2013 forms by subtracting start from end dates to compute days (and optionally hours), using the fx builder and XPath expressions.

set default values in InfoPath 2013 for SharePoint, including today versus now in date fields and account IDs derived from the username function.

Learn to set a validation rule in InfoPath, such as end date not before start date, with screen tips and dialog messages, then publish.

Create and publish a formatting rule in InfoPath 2013 that flags a quantity 100 or more with red and white formatting; manage rules and apply multiple criteria.

Create and configure action rules in InfoPath 2013 to automatically set the end date when the start date changes, using set a field's value and run rules when field changes.

Open the manage rules pane from the home tab, modify a rule’s color or name, then delete a rule via the dropdown or the big X—note deletions cannot be undone.

Use form load rules to run actions when the form opens, including switching views, auto-setting fields, querying data, and sending data to a web part.

Navigate the fields pane in InfoPath to manage SharePoint connections and fields, switch to advanced view to access queryFields and dataFields, and manage data connections.

Learn to create and manage data sources in InfoPath 2013 for SharePoint, including main and secondary connections, receiving data from a SharePoint list, and configuring lookups and choices.

Open the manage data connections to modify or delete data sources in InfoPath 2013 in SharePoint. Modify or remove added connections; main and choice connections cannot be altered.

Create and customize InfoPath 2013 views in SharePoint, turning a single form into multiple pages with different layouts, including employee and manager views and print view, using page design tab.

Configure view settings in InfoPath 2013 for SharePoint by selecting a specific view, adjusting default and read-only options, and customizing text, layout, and print settings across multiple views.

Create cascading columns in InfoPath by linking a brand choice to a filtered product category lookup. Configure a secondary data source, filter by brand, and publish to show relevant categories.

Explore repeating sections and tables in InfoPath to display and enter multiple items at once, enabling multiple product orders or time-off requests to be submitted from a single form.

Create repeating sections in InfoPath 2013 with SharePoint by dragging fields from a secondary source, and enable multiple items submission by enabling the list option during design.

Learn to create a SharePoint list in InfoPath and add multiple items with a repeating table, including date, amount, and expense type, then publish.

Show existing sales in a repeating section using a secondary data source and product filters. Configure form load rules to query only after entering a product name.

Learn to hide a conditional section in InfoPath 2013 for SharePoint forms using a formatting rule that displays manager name and sickness details only for sick leave requests.

Insert the InfoPath form web part on a SharePoint page and select the time-off request form. Configure submission options and views, and note the Oslo layout glitch, which Seattle avoids.

Learn to create and use InfoPath form views for different groups, integrate with SharePoint permissions, and deploy a manager view with a query field ID to approve time-off requests.

Use a query string filter to auto-fill an InfoPath form WebPart from a related training calendar list. Map the ID to class type and class fields to enable automatic registration.

Explore how InfoPath integrates with SharePoint to create and format powerful forms, including cascading dropdowns, views, external and secondary data sources, and deployment via the form web part.