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Infopath 2007 - Beginner

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Course Overview

This course introduces the user to Microsoft InfoPath 2007. In this course, you will learn how to create new Form Templates and properly utilize the different controls and their associated properties to assist users. With a strong emphasis on the underlying data structure created by InfoPath and the associated controls, this course gives you everything you need to create effective and useful Form Templates. You will also learn how to import, export, and merge data; protect and publish forms; and work with views.

Course Objectives

Understanding InfoPath 2007, Working with Control Properties, Creating Repeating Groups, Customizing the Form, Importing, Exporting, and Merging, Working with Views, Protecting and Distributing Forms, Understanding InfoPath 2007, Working with Control Properties, Creating Repeating Groups, Customizing the Form, Importing, Exporting, and Merging, Working with Views, Protecting and Distributing Forms

Course Outline

1 - Introduction

  • Introduction

2 - Understanding InfoPath 2007

  • Exploring the Interface
  • Creating a Simple Form
  • Filling the Form
  • Viewing the Resulting Data

3 - Working with Control Properties

  • Adding Controls
  • Setting Data Validation Rules
  • Understanding Bound Controls
  • Using the Logic Inspector
  • Testing the Form

4 - Creating Repeating Groups

  • Adding a Repeating Table
  • Changing a Control Type on the Fly
  • Setting Control Properties
  • Viewing the Changes Made to the Document
  • Adding a Footer
  • Using the Expression Box Control

5 - Customizing the Form

  • Setting Conditional Formatting
  • Inserting Pictures and ClipArt
  • Customizing Tables
  • Creating a Template Part

6 - Importing, Exporting, and Merging

  • Importing a Word 2007 Form
  • Exporting Data to Microsoft Excel
  • Merging Data within Forms

7 - Working with Views

  • Creating New Views
  • Switching Views
  • Working with the View Properties
  • Creating a Print View
  • Adding Buttons to Switch Views

8 - Protecting and Distributing Forms

  • Setting Simple Protection
  • Creating a Digital Certificate
  • Defining Digital Signatures
  • Managing Credentials
  • Publishing Your Form

9 - Conclusion

  • Course Recap