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InfoPath Introduction

  • Level: Introduction
  • Duration: 2 Days

Course Information


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






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

Target Student

Persons with web design experience, forms administrators, information coordinators, Microsoft Office system power users who need to gather, reuse, distribute, and collaborate using XML-based forms.


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).

Course Outline

Creating InfoPath Forms
  • Explore the User Interface
  • Draft a Form
  • Add a Data Validation Rule
  • Test a Form
Importing and Exporting Form Data
  • Import Forms into InfoPath
  • Export Form Data to Excel
  • Export Form Data to the Web
Customizing Form Layout
  • Format a Form
  • Customize Tables
  • Insert Graphic Objects
  • Create Optional and Repeating Sections
  • Merge Forms
Managing Views
  • Create Custom Views
  • Modify a View
  • Create a Print Version for a View
  • Assign User Roles to a View
Applying Security to Forms
  • Protect InfoPath Forms
  • Restrict Access to a Form
  • Set Security Zones
Distributing Forms
  • Publish a Form Template
  • Publish a Form to Email Recipients
  • Troubleshoot Publishing Problems
Managing Controls
  • Data Source Concepts
  • Customize Controls
  • Bind Controls
Working with a Database
  • Develop a Form from a Database
  • Use InfoPath Forms to Add Records to a Database
  • Use InfoPath Forms to Query a Database
  • Populate Controls Using a Database

Whats included in this course?

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    Course Manual
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    Experienced Trainers
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    Certificate of Attendance
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    Unlimited Post Course Support

If you need something more custom, please get in touch with our team.

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  • I thoroughly enjoyed this course but do feel that the duration should be extended in order to allow more time to cover all of the topics. Noel was a fantastic trainer, happy to answer any questions and very good at explaining how to do something, thank you.

    Laura Chesters