InfoPath

Audience:

This course is ideal for those who will be using 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 Frame maker with SGML).

Description:

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

I. Creating InfoPath Forms

• Explore the InfoPath 2010 Interface
• Draft a Form
• Add Data Validation Rules
• Test a Form

II. Importing and Exporting Forms

• Import Form Data Using InfoPath Designer
• Export Form Data to Excel Using InfoPath Filler
• Export Form Data to the Web Using InfoPath Filler

III. Customizing Form Layouts

• Customize Tables
• Format a Form
• Insert Graphical Objects
• Create Sections
• Merge Forms

IV. Managing Views

• Create Custom Views
• Assign User Roles to a View

V. Applying Security to Forms

• Protect InfoPath Forms
• Restrict Access to a Form
• Set Security Zones

VI. Distributing Forms

• Publish a Form
• Publish a Form to Email Recipients
• Troubleshoot Publishing Problems

VII. Managing Controls

• Describe Data Source Concepts
• Customize Controls
• Bind Controls

VIII. 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 Form Controls from a Database