Infopath 2007 - Level 1 Introduction

Course Code: IP07L1
Duration: 2 Day

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Overview

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

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The course is aimed at 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) would be benificial

Delegates will learn how to

  • Create InfoPath forms.
  • Import and export form data.
  • Customize form layout.
  • Manage views.
  • Secure the forms.
  • Distribute forms.
  • Manage controls.
  • Work with databases.

Outline

Lesson 1 Creating InfoPath Forms:

  • Explore the User Interface
  • Draft a Form
  • Add a Data Validation Rule
  • Test a Form

Lesson 2 Importing and Exporting Form Data:

  • Import Forms into InfoPath
  • Export Form Data to Excel
  • Export Form Data to the Web

Lesson 3 Customizing Form Layout:

  • Format a Form
  • Customize Table
  • Insert Graphic Objects
  • Create Optional and Repeating Sections
  • Merge Forms

Lesson 4 Managing Views:

  • Create Custom Views
  • Modify a View
  • Create a Print Version for a View
  • Assign User Roles to a View

Lesson 5 Applying Security to Forms:

  • Protect InfoPath Forms
  • Restrict Access to a Form
  • Set Security Zones

Lesson 6 Distributing Forms:

  • Publish a Form Template
  • Publish a Form to Email Recipients
  • Troubleshoot Publishing Problems

Lesson 7 Managing Controls:

  • Data Source Concepts
  • Customize Controls
  • Bind Controls

Lesson 8 Working with a Database:

  • Develop a Form from a Database
  • Use InfoPath Forms to Add Records to a Database
  • Use InfoPath Forms to Query a Database
  • Populate Controls Using a Database

Leads to examination

There are no examinations associated with this course.

Leads to certification

There are no certifications associated with this course.

Follow on Courses

There are no follow on courses associated with this course