New Horizons Computer Learning Center
410-597-9722

InfoPath 2007 - Gather & Share Information with XML-based Forms

Course Length: 2 Days

Overview:
In this course, students will learn how to use InfoPath to gather and share information by creating and implementing 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).

Course 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

• Complete a Form
• Save a Form
• Export Form Data to Excel
• Export Form Data to the Web
• Edit Posted Data
• Share Forms Through Outlook

Lesson 2: Creating Forms

• Draft a Form
• Add a Validation Rule
• Test a Form
• Create Forms from Templates
• Intro to Form Publishing
• Merge Save Forms

Lesson 3: Customizing Form Layout

• Format a Form
• Insert Pictures & Picture Controls
• Customize Tables
• Conditional Formatting

Lesson 4: Advanced Layout and Properties

• Sections/Groups
• Data Types and formulas
• Repeating Sections
• Optional Sections
• Reuse Data Source Fields

Lesson 5: Managing Views

• Create Custom Views
• Set the Default View
• Modify a View
• Create a Print View

Lesson 6: Distributing Forms

• Publish a Form Template to SharePoint
• Publish to Outlook
• Publish to a Shared Folder
• Explore the browser-enabled form feature

Lesson 7: Explore Submit Options

• Submit to Email, SharePoint
• Create buttons to submit forms, change views

Lesson 8: Upgrading to InfoPath 2007 from 2003

• Using InfoPath 2003 forms in InfoPath 2007
• Investigate backward compatibility using Forms options in the Tools Menu
• InfoPath 2003 and SharePoint
• Review the Design Checker task pane for incompatibilities

Lesson 9: Applying Security

• Create and Test User roles
• Protect InfoPath Forms
• Set Security Zones
• Explore certificates

Lesson 10: InfoPath Workflows

• Develop Workflows using Outlook
• Create Workflows in SharePoint Designer for use with SharePoint Server

Lesson 11: Working With a Database

• Populate dropdown controls from a data source
• Develop a Form From a Database
• Use InfoPath Forms to Query a Database
• Use InfoPath Forms to Add Records to a Database

6940 Tudsbury Road, Baltimore, MD 21244
P: 410-597-9722
www.nhbaltimore.com