InfoPath – Introduction 2010/2013

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InfoPath 2010 & 2013 Introduction Training Course in Belfast and Throughout Northern Ireland

Overview

InfoPath is an information-gathering program which enables you to create and deploy electronic forms to gather information.  This 2 Day course will provide delegates with the skills and knowledge needed to design forms by:

• modifying an existing sample form
• creating a new form
• design and formatting
• adding basic controls and lists
• adding pictures
• using views

Audience

Web designers, Office VBA developers, anyone who needs to gather and share XML-based form information.

Course Objectives

At the end of this course, delegates will be able to create and distribute forms that enable you to manage data.

Prerequisites

Delegates should be proficient in Microsoft Office and some knowledge of HTML would be useful.

Course Contents

Use InfoPath

• Complete a Form
• Share Forms through Outlook
• Export to Excel and the Web

Create Forms

• Draft a Form
• Add a Validation Rule
• Test a Form
• Create Forms from Templates

Distribute Forms

• Publish a Form Template

 Customise Form Layout

• Change the appearance of a Form
• Add/Configure fields – text, date etc.
• Insert Pictures, Online pictures
• Customise Tables
• Create Optional or Repeat Sections
• Merge Forms

Manage Controls

• Customise Controls
• Apply conditional formatting to a Control
• Populate Controls from a Data Source
• Bind Controls

Manage Views

• Create Custom Views
• Set the Default View
• Modify a View
• Create a Print View
• Assign User Roles to a View
• Creating a records centre
• Using policies to control document management

Applying Security

• Protect InfoPath Forms
• Set Security Zones
• Restrict access to parts of a form

Working with a Database

• Develop a Form from a Database
• Add database records using Forms
• Query a Database Using Forms
• Export data to Excel / Outlook
•  

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