Microsoft InfoPath Introduction

2 days

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 InfoPath 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.

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