InfoPath

You're a person who has information that you need to gather and share. InfoPath is a product that gathers and shares information. You will learn how to use InfoPath to gather and share information by creating and implementing XML-based forms.

Course Outline

You're a person who has information that you need to gather and share. InfoPath is a product that gathers and shares information. You will learn how to use InfoPath to gather and share information by creating and implementing XML-based forms.

Course Content Creating InfoPath Forms

• Explore the User Interface
• Draft a Form
• Add a Data Validation Rule
• Test a Form

Importing and Exporting Form Data

• Import Forms into InfoPath
• Export Form Data to Excel
• Export Form Data to the Web

Customizing Form Layout

• Format a Form
• Customize Tables
• Insert Graphic Objects
• Create Optional and Repeating Sections
• Merge Forms

Managing Views

• Create Custom Views
• Modify a View
• Create a Print Version for a View
• Assign User Roles to a View

Applying Security to Forms

• Protect InfoPath Forms
• Restrict Access to a Form
• Set Security Zones

Distributing Forms

• Publish a Form Template
• Publish a Form to Email Recipients
• Troubleshoot Publishing Problems

Managing Controls

• Data Source Concepts
• Customize Controls
• Bind Controls

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 Controls Using a Data

Additional Details

Pre-Requisites

Advanced Microsoft Office experience, 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

10 business days cancellation or full course fee will be charged

Map & Reviews

Technology Training Centre
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Enjoyed the day

Reviewed by Brian F. 2012

   

Concise, clear and well presented. I would request this facilitator for any future courses based on my confidence is her ability to communicate effectively and based on her knowledge of the materials.

Reviewed by Angelique W. 2012

   

We were hoping there would be more about 'forms'. (Portfolio was interesting, but not really releveant to my needs). - Actually, my boss asked if we talked about Forms Manager, I said no, and then we couldn't decide if Forms Manager is something that was discontinued in X (from 9).

Reviewed by Linda S. 2012

   

Parking facilities at the UofA are incredibly expensive, for those who need to drive there. $40/day for parking was disappointing!

Reviewed by Grace B. 2012

   

Made sure you did everyting twice, was double checked by instructor.

Reviewed by Brenda K. 2012

   

Had never done Excel before, it was all greek to me. Maybe need to repeat work sheets twice. I will come back for repeat class.

Reviewed by Brenda K. 2012

   

Great course

Reviewed by Trevor H. 2011

   

Course instuctor did not hand out the manuals until end of the day. Therefore not able to write notes in for reference later on. - kinda silly.

Reviewed by Mike C. 2011

   

You shoudl have a Excel 3 class available

Reviewed by Brandy Z. 2011

   

Great training, had to meet the various needs from no experience to some with experience. Washrooms looked tired and need of improvement. Personally prefer an early start/early finish 8am to 3pm would be great

Reviewed by David S. 2011

   

Course materials were not handed out till the end of the course and may have been useful to follow along. Some of the example/course files were missing from my folder.

Reviewed by Craig B. 2011

   

The Instructor was very knowledgable on the subject. The class moved quickly. I think an additional day would have been nice.

Reviewed by Cheryl . 2011

   

Trainer was open to answering questions and provide information in a clear manner.

Reviewed by Maureen D. 2011

   

Well presented, hands on course! The instructor was extremely knowledgable and helpful!! I have already reccommended this course to my managers.

Reviewed by Kelly D. 2011

   

The trainer I had was great. She had a great personality that kept me interested. Awesome Job! Thank you

Reviewed by Lindsey G. 2011

   

The course was excellent and the instructor did a great job but why does everybody cut the time short. I think we should take a shorter lunch and get more class time instead of leaving a half of an hour early!

Reviewed by Darlene T. 2011

   

EXCELLENT instructor!!! Very patient ... customized the class to the needs of the students!

Reviewed by Jackie G. 2011

   

The only improvement I can suggest is focusing a bit more on the basics of Visio - more on Org & flow charts as opposed to so much time spent on designing rooms.

Reviewed by Karyn G. 2011

   

George was personable and easy to follow and work with.

Reviewed by Suzanne S. 2011

   

Sue is an awesome instructor!

Reviewed by Cathy P. 2011

   

The instructor was excellent. It was evident that several of us who were competent with Excel 2003 Level 1 should have probably taken Excel 2007 Level 1 again rather than Excel 2007 Level 2, but the instructor was very patient and managed to cover basics from Level I as well as Level 2.

Reviewed by Kim C. 2011

   

With myself being very green with this program I got very useful information that I can use daily.

Reviewed by Rick . 2011

   

One more hour would allow for more hands-on training.

Reviewed by Kerstin M. 2011

   

Good course. Friendly instructor. I found the speed of the course to be a little slow for me, however I understand that other attendees required more help/detail than I did. Overall, a good experience.

Reviewed by Jenna N. 2011