Microsoft Office InfoPath 2007: Creating InfoPath Forms

Course Specifications:

Courseware: Microsoft Office InfoPath 2007

Course length: 1.0 day(s)

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.

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).

Delivery Method:

Instructor led, group-paced, classroom-delivery learning model with structured hands-on activities. Each student is provided with a computer and a Manual. The manual is the student's to keep and makes an excellent reference guide.

Course Content:

Lesson 1: Creating InfoPath Forms

1. Topic 1A: Explore the User Interface
2. Topic 1B: Draft a Form
3. Topic 1C: Add a Data Validation Rule
4. Topic 1D: Test a Form

Lesson 2: Importing and Exporting Form Data

1. Topic 2A: Import Forms into InfoPath
2. Topic 2B: Export Form Data to Excel
3. Topic 2C: Export Form Data to the Web

Lesson 3: Customizing Form Layout

1. Topic 3A: Format a Form
2. Topic 3B: Customize Tables
3. Topic 3C: Insert Graphic Objects
4. Topic 3D: Create Optional and Repeating Sections
5. Topic 3E: Merge Forms

Lesson 4: Managing Views

1. Topic 4A: Create Custom Views
2. Topic 4B: Modify a View
3. Topic 4C: Create a Print Version for a View
4. Topic 4D: Assign User Roles to a View

Lesson 5: Applying Security to Forms

1. Topic 5A: Protect InfoPath Forms
2. Topic 5B: Restrict Access to a Form
3. Topic 5C: Set Security Zones

Lesson 6: Distributing Forms

1. Topic 6A: Publish a Form Template
2. Topic 6B: Publish a Form to Email Recipients
3. Topic 6C: Troubleshoot Publishing Problems

Lesson 7: Managing Controls

1. Topic 7A: Data Source Concepts
2. Topic 7B: Customize Controls
3. Topic 7C: Bind Controls

Lesson 8: Working with a Database

1. Topic 8A: Develop a Form from a Database
2. Topic 8B: Use InfoPath Forms to Add Records to a Database
3. Topic 8C: Use InfoPath Forms to Query a Database
4. Topic 8D: Populate Controls Using a Database