Course duration: 1 Day

Cost: £275 + VAT

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.

Target 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.

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)

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

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