2 day(s)

Course Overview

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

Objectives

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.

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).

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