Learning Method: Instructor-led Classroom Learning Duration: 1.00 Day
Overview:
You will learn how to use InfoPath to gather and share information by creating and implementing XML-based forms and SharePoint workflows.
Who Should Attend:
This course is targeted for persons with Web design experience, form administrators, information coordinators, and Microsoft Office system power users who need to gather, reuse, distribute, and collaborate using XML-based forms and SharePoint workflows.
At Course Completion:
Upon successful completion of this course, students will be able to: create InfoPath forms, import and export forms, customize a form layout, manage views, apply security to forms, distribute forms, manage controls, work with a database, and manage SharePoint workflows.
Outline:
Lesson 1: Creating InfoPath Forms
- Explore the InfoPath Interface
- Draft a Form
- Add Data Validation Rules
- Test a Form
Lesson 2: Importing and Exporting Forms
- Import Form Data Using InfoPath Designer
- Export Form Data to Excel Using InfoPath Filler
- Export Form Data to the Web Using InfoPath Filler
Lesson 3: Customizing Form Layouts
- Customize Tables
- Format a Form
- Insert Graphical Objects
- Create Sections
- Merge Forms
Lesson 4: Managing Views
- Create Custom Views
- 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
- Publish a Form to Email Recipients
- Troubleshoot Publishing Problems
Lesson 7: Managing Controls
- Describe 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 Form Controls from a Database
Lesson 9: Managing Workflows
- Add a Default Workflow
- Create a Custom Workflow
