Microsoft Office InfoPath 2007

Course Outline

Duration: 1 Day

 

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.

 

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 Objectives:

Upon successful completion of this course, students will be able to:

·                 create InfoPath forms.

·                 import and export form data.

·                 customize form layout.

·                 manage views.

·                 secure the forms.

·                 distribute forms.

·                 manage controls.

·                 work with databases.

 

Course Content:

 


Lesson 1: Creating InfoPath Forms

·      Topic 1A: Explore the User Interface

·      Topic 1B: Draft a Form

·      Topic 1C: Add a Data Validation Rule

·      Topic 1D: Test a Form

 

Lesson 2: Importing and Exporting Form Data

·      Topic 2A: Import Forms into InfoPath

·      Topic 2B: Export Form Data to Excel

·      Topic 2C: Export Form Data to the Web

 

Lesson 3: Customizing Form Layout

·      Topic 3A: Format a Form

·      Topic 3B: Customize Tables

·      Topic 3C: Insert Graphic Objects

·      Topic 3D: Create Optional and Repeating Sections

·      Topic 3E: Merge Forms

 

Lesson 4: Managing Views

·      Topic 4A: Create Custom Views

·      Topic 4B: Modify a View

·      Topic 4C: Create a Print Version for a View

·      Topic 4D: 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 Template

·      Topic 6B: Publish a Form to Email Recipients

·      Topic 6C: Troubleshoot Publishing Problems

 

Lesson 7: Managing Controls

·      Topic 7A: 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 Controls Using a Database