Microsoft InfoPath 2010: Introduction Level 1

Course Overview

The goal of this course is to provide you with the knowledge required to design and publish forms for users to fill in. The course emphasises hands-on experience, with a series of self-guided exercises integrated into the training.

You will discover how InfoPath forms are constructed and given a clear plan on how to create templates. You will be shown how to design and create complete forms to support your business needs. You will implement data integrity and rules into forms to manage data entry and publish InfoPath forms to e-mail, network locations and SharePoint sites.

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Related Courses

• Microsoft InfoPath 2010 and Microsoft SharePoint 2010
• Microsoft InfoPath 2010: Creating InfoPath Forms
• Microsoft InfoPath 2010: Developing InfoPath Forms for SharePoint: Hands-On
• Microsoft InfoPath 2010: Intermediate Level 2
• Microsoft InfoPath 2010: Administer Forms

Audience

This course is aimed at end users with no previous experience in programming who have a need to design forms. These forms may be used to communicate information or to generate and promote business workflow.

Skills Gained

Delegates will learn how to

• Understand how XML is used within InfoPath forms
• Design form templates using Page Designs and Table Layouts
• Add and configure controls to store information
• Modify the data integrity of controls to make them mandatory
• Format form design templates using font formatting, styles and themes
• Publish forms to various locations including SharePoint sites

Please Note: If you attend a course and do not meet the pre-requisites you may be asked to leave.

Prerequisites

This course requires delegates to meet the following pre-requisites:

• A basic understanding of Windows XP or Windows Vista
• Experience using Internet Explorer or an equivalent browser
• A basic knowledge of core MS Office applications (Word, Excel, Outlook)

Course Outline

Lesson 1: Understanding InfoPath

• What is InfoPath?
• InfoPath User Interface
• Understanding InfoPath Files
• Working with Form Templates

Lesson 2: Designing Forms

• Plan a Form Template
• Import a Form
• Format a Form
• Insert Graphic Objects

Lesson 3: Form Controls

• Control Types
• Working with Controls
• Binding
• Section Controls
• Managing Control Properties
• Working with Hyperlinks

Lesson 4: Managing Data Source

• The Data Source
• Basic Data Integrity
• Formulas

Lesson 5: Rules

• Managing Rules
• Conditional Formatting Rules
• Data Validation Rules
• Action Rules
• Test a Form Design

Lesson 6: Managing Views

• Working with Views
• Create a Print Version for a View

Lesson 7: Publishing Forms

• Understanding Publishing
• Distributing a Form Template
• Modifying a Published Form