Creating InfoPath Forms

Creating InfoPath Forms

Learning Outcomes:

  • Given parameters in the exercises, draft and test a form; publish a form template; troubleshoot publishing problems; create forms from templates and delete forms or templates.
  • Successfully insert pictures in a form, customize tables, customize controls and merge forms as demonstrated in the Lesson Lab.
  • Correctly create custom views; set the default view; modify a view and create a print view utilizing information provided.
  • Apply and set security zones efficiently to protect your InfoPath forms as directed.
  • Accurately develop a form from a given database, use InfoPath forms to add records to a database and query the database.

This two-day course is for the person who has information that needs to be gathered and shared.

* Using InfoPath
* Creating Forms
* Customizing Form Layout
* Managing Controls
* Managing Views
* Applying Form Security
* Working With a Database
* Installing InfoPath

Creating InfoPath Forms

Upon successful completion of this course, students will be able to:

Complete and save a form; export form data to Excel and the Web; edit posted data and share forms through Outlook. You will draft and test a form; publish a form template; troubleshoot publishing problems; create forms from templates and delete forms or templates. Learn to format a form; insert pictures; customize tables; create optional or repeating sections, customize controls and merge forms. Create custom views; set the default view; modify a view and create a print view. Protect InfoPath forms by applying security and set security zones. Develop form from a database, use InfoPath forms to add records to a to a database and query the database. Repair InfoPath installation, check the computer for minimum requirements, install and uninstall InfoPath.

Class targeted to:

Designed for individuals with Web design experience, forms administrators, information coordinators, Microsoft Office power users or Lotus Notes developers who need to gather and share information by using XML-based forms.

Prerequisites:

Advanced Microsoft Office experience concentrating in forms development and experience working in a tagged environment (such as HTML or FrameMaker with SGML).

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