Cost: Please call for cost
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.
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 ideal.
Who Should Take This Course
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.
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 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 Tables
- 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 Databas