Step by step Introduction to create a simple form using InfoPath designer 2013 for beginners

Before you start designing an InfoPath form it is necessary to  chart out the form design. and scenarios may be like:-

• What information you will collect through this form?
• How many views will be there in your form template:?
• What information which you want to auto fill-up on form loading?
• How many People will interact with this form one or more?
• Find out if there is any field which will be read-only?
• Where you will save this information like in SharePoint Library, or Email....?
• and Finally a Suitable Title for your form.

Now plan your template which you are going to use.After choosing template plan for the places of  all controls. If you don't know what control are! go to Introduction of Infopath form. 

How to Select Template

• To Select a template Go to File Tab.
• Select New-> Now you can see all available Form Templates.
• Choose the required Template.
• Or you can choose blank template to make custom form from Popular Form Templates.
• Click on Design Form button available on right side.

Creating a form template

Pic-01

HOW TO SELECT LAYOUT 

Now either you can continue with Default layout of the form or you can customize this Layout. While customizing the layout you can customize the look and feel of the form, font style of the form, insert pictures, give hyperlinks, insert horizontal lines, page breaks, insert symbols add custom or pre-built table styles, and different themes for your form template. To customize layout follow this  procedure -

• Click on INSERT Tab->(Refer to Pic-02)
• Choose Pre-built table styles or insert custom tables
• You can insert pictures from your computer.
• Now Click on PAGE DESIGN Tab->(Refer to Pic-03)
• Click on Page Layout Section to choose Page layout.
• Now click on Theme section to Choose Theme.

Inset tables and picture to infopath form

Pic-02

Inset theme and page layouts to infopath form

Pic-03

How to Add Fields and Control to FORM

• To insert fields and Controls Click on Home Tab of Form.
• Go to Control section and insert the required controls into your form
• Control Section has three type of Controls
• Input Controls
• Object Controls
• Container controls

• For Introduction of these controls one by one Go to Introduction to Infopath controls.

Introduction to Controls in infopath form

Pic-04

In my next Post we will create a Form with applying Rules, using Read only field, adding Default vaules to Fields, and how to inset digital signature to a Infopath form.

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