Infopath 2007 Level 1

Microsoft Office InfoPath 2007: Creating InfoPath Forms is a product that gathers and shares information. In this course, you will use InfoPath to streamline the process of gathering and sharing information.

Course Outline

Information is a key to the success of any organization. Gathering and sharing information within your organization, with clients and customers alike, can also be an important task. Microsoft® Office InfoPath® 2007: Creating InfoPath Forms is a product that gathers and shares information. In this course, you will use InfoPath to streamline the process of gathering and sharing information.

Course Objective: You will learn how to use InfoPath to gather and share information by creating and implementing XML-based forms.

Target Student: Persons with web design experience, forms administrators, information coordinators, Microsoft Office system power users who need to gather, reuse, distribute, and collaborate using XML-based forms.

Delivery Method: Instructor led, group-paced, classroom-delivery learning model with structured hands-on activities.
Performance-Based Objectives Upon successful completion of this course, students will be able to:

• create InfoPath forms.
• import and export form data.
• customize form layout.
• manage views.
• secure the forms.
• distribute forms.
• manage controls.
• work with databases.

Course Content

• Lesson 1: Creating InfoPath Forms
  • Topic 1A: Explore the User Interface
  • Topic 1B: Draft a Form
  • Topic 1C: Add a Data Validation Rule
  • Topic 1D: Test a Form
• Lesson 2: Importing and Exporting Form Data
  • Topic 2A: Import Forms into InfoPath
  • Topic 2B: Export Form Data to Excel
  • Topic 2C: Export Form Data to the Web
• Lesson 3: Customizing Form Layout
  • Topic 3A: Format a Form
  • Topic 3B: Customize Tables
  • Topic 3C: Insert Graphic Objects
  • Topic 3D: Create Optional and Repeating Sections
  • Topic 3E: Merge Forms
• Lesson 4: Managing Views
  • Topic 4A: Create Custom Views
  • Topic 4B: Modify a View
  • Topic 4C: Create a Print Version for a View
  • Topic 4D: Assign User Roles to a View
• Lesson 5: Applying Security to Forms
  • Topic 5A: Protect InfoPath Forms
  • Topic 5B: Restrict Access to a Form
  • Topic 5C: Set Security Zones
• Lesson 6: Distributing Forms
  • Topic 6A: Publish a Form Template
  • Topic 6B: Publish a Form to Email Recipients
  • Topic 6C: Troubleshoot Publishing Problems
• Lesson 7: Managing Controls
  • Topic 7A: Data Source Concepts
  • Topic 7B: Customize Controls
  • Topic 7C: Bind Controls
• Lesson 8: Working with a Database
  • Topic 8A: Develop a Form from a Database
  • Topic 8B: Use InfoPath Forms to Add Records to a Database
  • Topic 8C: Use InfoPath Forms to Query a Database
  • Topic 8D: Populate Controls Using a Database

Additional Details

Pre-Requisites

Students taking this class should have proficiency in Microsoft Office products, concentrating in forms development and experience working in a tagged environment (such as, HTML or FrameMaker with SGML).

Certificates offered

Certificate of completion

Cancellation Policy

Students are required to give notice if they are unable to attend their class:

2 weeks (10 full business days) or longer prior to training date = full refund
1 to 2 weeks (5 - 9 full business days) prior to training date = 50% of course fee refund
Less than 1 week (4 full business days or fewer) prior to training date = 0% refund

NOTE: You may substitute classes or students at any time.

Map & Reviews

New Era Technology Training
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It was hard to see the instructors screen. It was a projector that was turned toward a white board.

Reviewed by Arlene R. 2012

   

Jason Hall is fantastic and I look forward to taking another course with him. My last experience at New Era was not great; the instructor did not meet our expectations and the computers were not working when we arrived. But Jason made the day fly by and I felt like I learned not only the set curriculum but gained lots of additional presentation skills.

Reviewed by Maya D. 2012

   

The instructor in this class was EXCELLENT. I would highly recommend her as she really knew what she was doing and her etaching style was great. AWESOME instuctor.

Reviewed by Pamela T. 2012

   

The trainer was very knowledgeable and kept the course moving at a great pace. I wish I could take her home with me, so she could help me teach photoshop at the school I work at.

Reviewed by Michelle . 2012

   

The course was very helpful and the instructor was very knowledgable and made the effort to make sure all class members were understanding the excersizes and were on the same page. My only complaint is that the computers seemed a little worn out. Throughout the day most students in the class ran into some sort of issue with the computer not working the way it should. And during our practice time closer to the end of the day all the computers started crashing.

Reviewed by Lori F. 2012

   

The Instructor was fabulous and is the reason that I truly enjoyed the course.

Reviewed by Michelle F. 2011

   

Alex was extrememly helpful and knowlegeable.

Reviewed by Dawn G. 2011

   

The course was excellent, but I felt a little out of my league. The participants in the course were designers and IT people who had used other versions of SharePoint. While I benefited from their questions and comments during the class, I feel "lost" now that I'm back on my own at the office. Perhaps I was in the wrong coarse, but it did say power "user".

Reviewed by Sharon T. 2011

   

Alex is great!

Reviewed by ellen m. 2011

   

Jane is a wonderful teacher! i will gladly take any class she teaches!

Reviewed by Essante P. 2011

   

Jane is an excellent teacher! She is very knowledgable and is enthusiastic about the course!

Reviewed by Essante P. 2011

   

Very good - presented course material in an engaging way.

Reviewed by Claudine T. 2011

   

The instructor didn't provide a lot of structure to the class, he just skimmed through the material and didn't go into it very deep. As a result, the class finished up 1.5 h early as well. He tried to add material from PMI (which was missing from the course materials) but this sometimes just made things more confusing. The PMI material should really be in the course material to start with. Otherwise, the instructor was helpful, knowledgeable and had a good demeanor.

Reviewed by Laverne R. 2011

   

It was informative

Reviewed by Amanda N. 2011

   

Very good course with a very knowledgeable instructor. Class was at full occupancy and I felt that the class size was too large.

Reviewed by Amanda B. 2011

   

There were only 4 students so it went fast and we finished early. Personally I would have liked to spend more time practicing. Perhaps some reference to the book and if there were any practice exercises in there that we could use to gain more experience with Visio.

Reviewed by Denise T. 2011

   

The course started 40 minutes late because they did not have the correct computers set up for the program. It's like they were not even expecting us. I found it very disorganized. For the price I paid for this course, I expected a more professional presentation.

Reviewed by Karyn J. 2011

   

Instructor was very soft spoken did not have all the answres but did get answers later in the class.

Reviewed by Thomas H. 2011