You will learn how to use InfoPath to gather and share information by creating and implementing XML-based forms.
Target Student: This course is targeted for persons with Web design experience, form administrators, information coordinators, and 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 Frame maker with SGML).
Upon successful completion of this course, students will be able to:
- create InfoPath forms.
- import and export forms.
- customize a form layout.
- manage views.
- apply security to forms.
- distribute forms.
- manage controls.
- work with a database.
Lesson 1: Creating InfoPath Forms
Explore the InfoPath 2010 Interface
Draft a Form
Add Data Validation Rules
Test a Form
Lesson 2: Importing and Exporting Forms
Import Form Data Using InfoPath Designer
Export Form Data to Excel Using InfoPath Filler
Export Form Data to the Web Using InfoPath Filler
Lesson 3: Customizing Form Layouts
Format a Form
Insert Graphical Objects
Lesson 4: Managing Views
Create Custom Views
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
Publish a Form to Email Recipients
Troubleshoot Publishing Problems
Lesson 7: Managing Controls
Describe Data Source Concepts
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 Form Controls from a Database