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IP: InfoPath

Code: IP
Length: 1 Day
Overview

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

Delivery format(s)
On-Site
On-Site
Classroom
Classroom
Anywhere
Anywhere
OBJECTIVES
In this course, students will learn how to use InfoPath to gather and share information by creating and implementing XML-based forms.
PREREQUISITES

Proficiency in Microsoft Office products, concentrating in forms development and experience working in a tagged environment (such as, HTML or FrameMaker with SGML) or equivalent experience.

WHAT YOU’LL LEARN

After completing this course, students will be able to:

  • Create InfoPath forms
  • Import and export forms
  • Customise a form layout
  • Manage views
  • Apply security to forms
  • Distribute forms
  • Manage controls
  • Work with a database
WHO SHOULD ATTEND

This course is targeted for persons with Web design experience, form administrators, information coordinators, and Microsoft Office system power users who need to gather, reuse, distribute, and collaborate using XML-based forms.

COURSE OUTLINE

Lesson 1: Creating InfoPath Forms

Topic 1A: Explore the InfoPath 2010 Interface
Topic 1B: Draft a Form
Topic 1C: Add Data Validation Rules
Topic 1D: Test a Form

Lesson 2: Importing and Exporting Forms

Topic 2A: Import Form Data Using InfoPath Designer
Topic 2B: Export Form Data to Excel Using InfoPath Filler
Topic 2C: Export Form Data to the Web Using InfoPath Filler

Lesson 3: Customizing Form Layouts

Topic 3A: Customize Tables
Topic 3B: Format a Form
Topic 3C: Insert Graphical Objects
Topic 3D: Create Sections
Topic 3E: Merge Forms

Lesson 4: Managing Views

Topic 4A: Create Custom Views
Topic 4B: Assign User Roles to a View

Lesson 5: Applying Security to Forms

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

Lesson 6: Distributing Forms

Topic 6A: Publish a Form
Topic 6B: Publish a Form to Email Recipients
Topic 6C: Troubleshoot Publishing Problems

Lesson 7: Managing Controls

Topic 7A: Describe Data Source Concepts
Topic 7B: Customize Controls
Topic 7C: Bind Controls

Lesson 8: Working with a Database

Topic 8A: Develop a Form from a Database
Topic 8B: Use InfoPath Forms to Add Records to a Database
Topic 8C: Use InfoPath Forms to Query a Database
Topic 8D: Populate Form Controls from a Database

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