084709 Microsoft Office InfoPath 2007: Creating InfoPath Forms - Classroom


Course Number:  084709
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You will learn how to use InfoPath to gather and share information by creating and implementing XML-based forms.
Course Duration: 2  Days

084709 Microsoft Office InfoPath 2007: Creating InfoPath Forms

 

Course 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.

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Course Objective:

 

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

Target Student:

Persons with web design experience, forms administrators, information coordinators, Microsoft Office system power users who need to gather, reuse, distribute, and collaborate using 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 FrameMaker with SGML).

 

Performance-Based 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
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