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InfoPath

Please Select Your Version: 2010

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 is a product that gathers and shares information. In this course, you will use InfoPath to streamline the process of gathering and sharing information. 

Microsoft InfoPath is a forms-creation and data-gathering tool that helps organizations streamline business processes. InfoPath  is designed for both advanced business users and developers, depending on the type of forms-based solution an organization needs.



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InfoPath 2010

Level 1

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 is a product that gathers and shares information. In this course, you will use InfoPath to streamline the process of gathering and sharing information.

InfoPath

1 Day

List Price: $265


Register!

Topic 1: Starting Out

Lesson 1.1: Introducing InfoPath Designer 2010
  • What is Microsoft InfoPath 2010?
  • What’s New in Microsoft Office InfoPath Designer 2010?
  • An XML Primer
  • Opening InfoPath Designer
  • Interface Overview
  • Interacting with InfoPath Designer
  • Closing InfoPath Designer
Lesson 1.2: Working with Form Files
  • Saving Files
  • Opening Files
  • Using the Recent List
  • Switching Between Open Files
  • Closing Files
Lesson 1.3: Creating a Form
  • Using the New Form Window
  • Creating a New Form
  • Adding a New Table
  • Adding Text
  • Adding Controls
  • Previewing Your Form
Lesson 1.4: Adding Controls
  • Understanding Control Types
  • Resizing Controls
  • Moving Controls
  • Deleting Controls
  • Using the Control Tools – Properties Tab

Topic 2: Creating a Basic Form

Lesson 2.1: Using Templates
  • Using Popular Form Templates
  • Using Advanced Form Templates
  • Using InfoPath 2007 Form Templates
  • Using Template Parts
Lesson 2.2: Getting Started with Tables
  • Anatomy of a Table
  • Inserting a New Table
  • Creating a Custom Table
  • Using the Table Tools – Layout Tab
  • Using the Table Properties Dialog
Lesson 2.3: Modifying Tables
  • Selecting Table Data
  • Moving Tables
  • Adding and Deleting Rows and Columns
  • Resizing Rows, Columns, and Tables
  • Merging and Splitting Cells
Lesson 2.4: Formatting Tables
  • Changing Cell Height and Width
  • Changing Cell Alignment
  • Changing Cell Padding
  • Changing Borders and Shading
Lesson 2.5: Inserting Pictures
  • Adding a Picture from a File
  • Adding Clip Art
  • Overview of the Picture Tools – Format Tab
  • Using the Format Picture Dialog
Lesson 2.6: Editing Pictures
  • Resizing Pictures
  • Moving Pictures
  • Adding Borders
  • Setting Alternative Text
Lesson 2.7: Adding Other Objects
  • Creating a Hyperlink
  • Inserting a Horizontal Line
  • Resizing a Horizontal Line
  • Inserting a Symbol

Topic 3: Doing More with Your Form

Lesson 3.1: Managing Controls with Topics
  • Creating a Topic
  • Creating an Optional Topic
  • Creating a Scrolling or Horizontal Region
  • Modifying Topics
  • Removing Controls from a Topic
  • Deleting Topics
Lesson 3.2: Advanced Control Tasks
  • Setting a Default Value
  • Choosing the Data Type
  • Setting Control Properties
  • Formatting a Control
  • Using the Control Properties Dialog
  • Using the Fields Task Pane
Lesson 3.3: Applying the Finishing Touches
  • Inserting Page Breaks
  • Checking Your Spelling
  • Changing the Theme
  • Choosing a Page Layout Template
  • Adding a Header or Footer

Topic 4: Publishing and Printing Your Form

Lesson 4.1: About the InfoPath Filler
  • What is InfoPath Filler?
  • Opening the Filler
  • Interface Overview
  • Completing a Form
  • Submitting a Form
Lesson 4.2: Setting Global Form Options
  • Opening the View Properties Dialog
  • Applying a Background Color or Picture
  • Changing the Font
  • Changing the Page Orientation
  • Modifying Margins
Lesson 4.3: Preparing a Form for Sharing
  • Understanding Submission Methods
  • Running the Design Checker
  • Adding a Submit Button
  • Configuring the Submit Options
  • Publishing the Form
Lesson 4.4: Printing Your Form
  • Print Commands
  • About Quick Print
  • Using Print Preview
  • Setting Print Options

Appendix 1: Ribbon Overview

Lesson 1.1: The Home Tab
  • Clipboard Commands
  • Format Text Commands
  • Font Styles Commands
  • Controls Commands
  • Rules Commands
  • Editing Commands
  • Form Commands
Lesson 1.2: The Insert Tab
  • Tables Commands
  • Illustrations Commands
  • Links Commands
  • Page Format Commands
  • Symbols Commands
Lesson 1.3: The Page Design Tab
  • Views Commands
  • Page Layouts Commands
  • Themes Commands
  • Headers Commands
Lesson 1.4: The Data Tab
  • Form Data Commands
  • Get External Data Commands
  • Submit Form Commands
  • Rules Commands
  • Roles Commands
Lesson 1.5: The Developer Tab
  • Code Commands
  • Events Commands
  • Control Events Commands
  • COM Add-Ins

InfoPath 2010

Level 1

1 Day

List Price: $265

No sessions are scheduled at this time.
Contact us to schedule a session for your organization.

InfoPath 2010

Level 2

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 is a product that gathers and shares information. In this course, you will use InfoPath to streamline the process of gathering and sharing information.

InfoPath

1 Day

List Price: $265


Register!

Topic 1: Managing InfoPath Designer Files

  • Lesson 1.1: Managing Form Views
    • Creating a New Form View
    • Editing a Form View
    • Switching to a View
    • Using the Form View Properties Dialog
    • Deleting a View
  • Lesson 1.1: Changing Form Options
    • Modifying Available Form Filler Features
    • Modifying Offline Behavior
    • Controlling E-Mail Attachments
    • Choosing Your Security Level
    • Setting Preview Options
    • Setting Compatibility Options
  • Lesson 1.2: Managing User Roles
    • Adding a User Role
    • Editing a User
    • Removing a User
    • Changing the Order of User Roles

Topic 2: Linking Your Form to Data

  • Lesson 2.1: Working with Data
    • About XML Schemas
    • Adding a Resource File
    • Refreshing Fields
    • Setting Default Values
  • Lesson 2.2: Linking to External Data
    • Linking to a Web Service
    • Importing Data from SharePoint
    • Importing Database Files
    • Importing XML Data
    • Managing Data Connections
  • Lesson 2.3: Modifying Field Properties
    • Using the Fields Task Pane
    • Creating a Data Binding
    • Changing a Data Binding
    • Viewing Control Details
    • Changing the Control Type
    • Grouping Fields
    • Re-Ordering Fields
    • Deleting a Field
    • Referencing a Field
    • Viewing Field Properties

Topic 3: Creating Advanced Form Parts

  • Lesson 3.1: Creating Template Parts
    • Understanding Template Parts
    • Creating a Template Part
    • Saving a Template Part
    • Using a Template Part
  • Lesson 3.2: Creating Object Controls
    • Inserting an Object Control
    • Formatting Object Controls
    • Assigning Actions to Object Controls
  • Lesson 3.3: Creating Repeating Controls
    • Creating a Repeating Control
    • Adding Existing Controls into a Repeating Control
    • Deleting Repeating Controls
  • Lesson 3.4: Creating Master/Detail Controls
    • Creating a Master/Detail Control
    • Formatting Master/Detail Controls
    • Using a Master/Detail Control in InfoPath Filler
  • Lesson 3.5: Creating Choice Groups
    • Creating Choice Groups
    • Formatting Choice Groups
    • Using Choice Groups in InfoPath Filler

Topic 4: Creating Rules

  • Lesson 4.1: Creating Rules
    • Opening the Rules Task Pane
    • Creating a Rule from a Template
    • Creating a Validation Rule
    • Creating a Formatting Rule
    • Creating an Action Rule
  • Lesson 4.2: Managing Rules
    • Copying and Pasting Rules
    • Changing the Order of Rules
    • Editing Rules
    • Deleting Rules
  • Lesson 4.3: Creating a Form Load Rule
    • What is a Form Load Rule?
    • Creating a Form Load Rule
    • Specifying Conditions
    • Adding Actions
    • Editing a Form Load Rule
    • Enabling or Disabling a Form Load Rule
  • Lesson 4.4: Running the Rule Inspector
    • Starting the Rule Inspector
    • Understanding the Rule Inspector
    • Expanding and Collapsing Categories
    • Navigating Through Your Rules
    • Printing Information from the Rule Inspector

Topic 5: Using InfoPath Designer with SharePoint Server 2010

  • Lesson 5.1: Getting Started
    • System Requirements
    • Publishing an InfoPath Form to a SharePoint Server
    • Submitting Forms to a SharePoint Site
    • Using SharePoint Lists in InfoPath
  • Lesson 5.2: Working with SharePoint
    • Creating SharePoint Views
    • Applying SharePoint Views
    • Creating a Form in SharePoint
    • Filling Out a Form in SharePoint
  • Lesson 5.3: Forms with SharePoint Workflows
    • Understanding Forms and Workflows
    • Adding a Workflow
    • Adding a Data Connection to Receive Workflow Information
    • Creating a New Form View for the Workflow
    • Changing the Form in Response to Workflow Status

InfoPath 2010

Level 2

1 Day

List Price: $265

No sessions are scheduled at this time.
Contact us to schedule a session for your organization.

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