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Microsoft InfoPath

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Microsoft Office InfoPath 2007: Creating InfoPath Forms

Price: $350 for one full day
* Training at your company site (group or 1on1) -- click here.

Course Description
Information is a key to the success of any organization. Gathering and sharing information within your organization, with clients and customers alike, can also be an important task. Microsoft® Office InfoPath® 2007: Creating InfoPath Forms is a product that gathers and shares information. In this course, you will use InfoPath to streamline the process of gathering and sharing information.

Course Objective:
You will learn how to use InfoPath to gather and share information by creating and implementing XML-based forms.

Prerequisites: Students taking this class should have proficiency in Microsoft Office products, concentrating in forms development and experience working in a tagged environment (such as, HTML or FrameMaker with SGML).

Delivery Method: Instructor led, group-paced, classroom-delivery learning model with structured hands-on activities.

Performance-Based Objectives

Upon successful completion of this course, students will be able to:
  • create InfoPath forms.
  • import and export form data.
  • customize form layout.
  • manage views.
  • secure the forms.
  • distribute forms.
  • manage controls.
  • work with databases.

Course Content
Lesson 1: Creating InfoPath Forms
Topic 1A: Explore the User Interface
Topic 1B: Draft a Form
Topic 1C: Add a Data Validation Rule
Topic 1D: Test a Form

Lesson 2: Importing and Exporting Form Data
Topic 2A: Import Forms into InfoPath
Topic 2B: Export Form Data to Excel
Topic 2C: Export Form Data to the Web

Lesson 3: Customizing Form Layout
Topic 3A: Format a Form
Topic 3B: Customize Tables
Topic 3C: Insert Graphic Objects
Topic 3D: Create Optional and Repeating Sections
Topic 3E: Merge Forms

Lesson 4: Managing Views
Topic 4A: Create Custom Views
Topic 4B: Modify a View
Topic 4C: Create a Print Version for a View
Topic 4D: Assign User Roles to a View

Lesson 5: Applying Security to Forms
Topic 5A: Protect InfoPath Forms
Topic 5B: Restrict Access to a Form
Topic 5C: Set Security Zones

Lesson 6: Distributing Forms
Topic 6A: Publish a Form Template
Topic 6B: Publish a Form to Email Recipients
Topic 6C: Troubleshoot Publishing Problems

Lesson 7: Managing Controls
Topic 7A: Data Source Concepts
Topic 7B: Customize Controls
Topic 7C: Bind Controls

Lesson 8: Working with a Database
Topic 8A: Develop a Form from a Database
Topic 8B: Use InfoPath Forms to Add Records to a Database
Topic 8C: Use InfoPath Forms to Query a Database
Topic 8D: Populate Controls Using a Database