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Microsoft Office InfoPath 2003: Creating InfoPath Forms

Upcoming Class Dates

(Toronto location only)

Course Specifications

Course number: 084711
Course length: 2.0 day(s)

Course Description

You're a person who has information that you need to gather and share. Microsoft® Office InfoPath™ 2003 is a product that gathers and shares information. This course will train you to use InfoPath.

Course Objective: You will learn how to use InfoPath to gather and share information by creating and implementing XML-based forms.

Target Student: Persons with Web design experience, forms administrators, information coordinators, Microsoft Office System power users, or Lotus® Notes® developers who need to gather and share information by using XML-based forms.

Prerequisites: Students enrolling in this class should have advanced Microsoft Office experience, concentrating in forms development, and experience working in a tagged environment (such as HTML or FrameMaker with SGML).

Performance-Based Objectives

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

· use Microsoft InfoPath.

· create forms.

· distribute forms.

· customize form layout.

· manage controls.

· manage views.

· apply form security.

· work with a database.

· install InfoPath.

Course Content

Lesson 1: Using InfoPath

Topic 1A: Complete a Form
Topic 1B: Save a Form
Topic 1C: Export Form Data to Excel
Topic 1D: Export Form Data to the Web
Topic 1E: Edit Posted Data
Topic 1F: Share Forms Through Outlook

Lesson 2: Creating Forms

Topic 2A: Draft a Form
Topic 2B: Add a Validation Rule
Topic 2C: Test a Form
Topic 2D: Create Forms from Templates
Topic 2E: Delete Forms or Templates

Lesson 3: Distributing Forms

Topic 3A: Publish a Form Template
Topic 3B: Troubleshoot Publishing Problems

Lesson 4: Customizing Form Layout

Topic 4A: Format a Form
Topic 4B: Insert Pictures
Topic 4C: Customize Tables
Topic 4D: Create Optional or Repeating Sections
Topic 4E: Merge Forms

Lesson 5: Managing Controls

Topic 5A: Customize Controls
Topic 5B: Populate Controls from a Data Source
Topic 5C: Bind Controls

Lesson 6: Managing Views

Topic 6A: Create Custom Views
Topic 6B: Set the Default View
Topic 6C: Modify a View
Topic 6D: Create a Print View

Lesson 7: Applying Security

Topic 7A: Protect InfoPath Form
Topic 7B: Set Security Zones

Lesson 8: Working With a Database

Topic 8A: Develop a Form From a Database
Topic 8B: Use InfoPath Forms to Add Records to a Database
Topic 8C: Use InfoPath Forms to Query a Database

Lesson 9: Installing InfoPath

Topic 9A: Repair InfoPath Installation
Topic 9B: Check the Computer for Minimum Requirements
Topic 9C: Install InfoPath
Topic 9D: Uninstall InfoPath