InfoPath 2007
Duration
One Day
Course Outline
Section 1
- Starting Out
- What is Microsoft InfoPath?
- What's New in InfoPath 2007?
- An XML Printer
- Opening InfoPath 2007
- Using the Getting Started Window
- Interface Overview
- Closing InfoPath 2007
- Interacting with InfoPath
- Using Menus
- Using the Standard Toolbar
- Using the Formatting Toolbar
- Using Task Panes
- Customizing InfoPath
- Moving Toolbars
- Hiding & Showing Toolbars
- Creating Toolbars
- Deleting Toolbars
- Modifying Menus
- Resetting Toolbars and Menus
- Working with Files
- Saving Files
- Opening Files
- Switching Between Open Files
- Window Controls
- Closing Files
- Getting Started with Forms
- Choosing a Form
- Form Tasks
- Creating a New Form
- Searching for Templates
- Getting Help in InfoPath
- Using the Help Menu
- Using the Help Window
- Type a Question for Help
- Getting Help in a task pane
Section 2: Working with Basic Forms
- Filling out Forms
- Opening a Form
- Understanding the Form
- Entering Data
- Saving your Form
- Designing a Form
- Using the Design a Form Window
- Using the Design Tasks Task Pane
- Setting the Layout
- Using the Tables Toolbar
- Basic Editing Commands
- Selecting Objects
- Using Cut, Copy and Paste
- Undo and Redo
- Resizing Objects
- Moving Objects
- Aligning Controls and Labels
- Color and Formatting
- Basic Text Effects
- Changing Text Color
- Changing Font Type and Size
- Aligning Text
- Applying a Background Color
- Using Color Schemes
- Finishing your Form
- Adding Controls
- Using Data Sources
- Switching Controls
- Running the Design Checker
- Protecting a Form
- Using Security Levels
- Testing a Form
- Publishing to a Shared Network Folder
Section 3: Printing and Viewing Forms
- Using the Views Task Pane
- Opening the Vies Task Pane
- Creating a View
- Choosing a View
- Creating a Print Version
- Using the View Properties Dialogue
- Opening the View Properties Dialogue
- Using the General Tab
- Using the Text Settings Tab
- Using the Print Settings Tab
- Using the Page Setup Tab
- Using Print Preview
- Opening Print Preview
- Using the Print Preview Toolbar
- Use the Zoom Feature
- Navigating Print Preview
- Printing a Form
- Print Commands
- Using the Print Dialgoue
- Setting Printer Options
- Setting Copies and Page Ranges
Section 4: Doing more with Forms
- Working with Data
- About XML Schemes
- Using Data Bindings
- Adding Resource Files
- Managing Data Connections
- Importing and Publishing
- Importing a Form from Word
- Importing a Form from Excel
- Importing a Form by E-mail
- More on Form Templates
- Anatomy of a Form Template
- Editing an Existing Template
- Inserting Images
- Creating a Template Part
- Adding a Template Part to a Form
- Form Template Properties
- Customizing InfoPath Options
- Using the Trust Center
- Customizing General Options
- Using Design Options
- Using Advanced Options
- Access the Form Options Dialogue
Section 5: Advanced Form Tasks
- Form Programmability
- Adding Application Logic to a Form
- Setting Data Validation
- Applying Conditional Formatting
- Auto-Populating Data
- Running the Logic Inspector
- Working with SharePoint
- Prerequisites
- Publishing an InfoPath Form to a SharePoint Services Site
- Creating and Filling Out a Form on SharePoint
- Using SharePoint Views
- Using SharePoint Lists in Infopath
- Submitting Forms to a SharePoint Site
- Using Forms with SharePoint Workflows
- Forms and Workflows
- Publishing the Form
- Adding a Workflow
- Adding a Data Connection to Receive workflow information
- Creating a new form view for the workplace
- Changing the Form in Response to Workflow Status
- Databases, XML Data Sources, and Advanced Controls
- Creating a Form from an XML Schema
- Creating a Form from an XML File
- Creating a Form from a Database
- Querying a Database
- Submitting Data
- Repeating Tables and Master/Detail Controls
