Course Description
Microsoft Office InfoPath Designer 2010 is the newest version of Microsoft's form creation program. This Advanced level is intended to help all users customize forms using rules, as well as understand how to code with InfoPath
Designer 2010. This manual will also help more advanced users who have little to no experience with using
SharePoint Server 2010 in conjunction with InfoPath Designer 2010.
Highlights of the course include a discussion on all types of InfoPath rules, an introduction to coding with Visual
Basic in InfoPath, creating custom and ActiveX controls, and creating forms using various types of sources. A thorough discussion on using InfoPath Designer 2010 with SharePoint Server 2010 (including building form-based workflows) is also included.
Prerequisites
This manual presumes that the user has a basic knowledge of Windows, including concepts such as using the mouse and keyboard. It also presumes that the user has completed the Intermediate level of this course (or has equivalent knowledge) and is familiar with concepts such as the creation of new forms and data connections.
Section 1: Using Rules with Your Form
Lesson 1.1: Creating Rules
Opening the Rules Task Pane
Creating a Rule from a Template
Creating a Validation Rule
Creating a Formatting Rule
Creating an Action Rule
Lesson 1.2: Managing Rules
Copying and Pasting Rules
Changing the Order of Rules
Editing Rules
Deleting Rules
Course Outline :: Microsoft Office InfoPath Designer 2010 Advanced ::
Lesson 1.3: Creating a Form Load Rule
What is a Form Load Rule?
Creating a Form Load Rule
Specifying Conditions
Adding Actions
Editing a Form Load Rule
Enabling or Disabling a Form Load Rule
Lesson 1.4: Running the Rule Inspector
Starting the Rule Inspector
Understanding the Rule Inspector
Expanding and Collapsing Categories
Navigating Through Your Rules
Printing Information from the Rule Inspector
Section 2: Coding with InfoPath
Lesson 2.1: Getting Started
Installation Requirements
Setting Your Program Language and Code Options
Opening the Code Editor
An Introduction to VSTA
Lesson 2.2: Creating Events
Creating a Basic Event
Creating a Control Event
Modifying Events
Testing Events
Removing Events
Lesson 2.3: Managing Custom Components
Adding Custom Controls
Managing Custom Controls
Adding COM Add-Ins
Removing COM Add-Ins
Course Outline :: Microsoft Office InfoPath Designer 2010 Advanced ::
Lesson 2.4: Adding ActiveX Controls
Adding an ActiveX Control
Modifying an ActiveX Control
Renaming an ActiveX Control
Removing an ActiveX Control
Section 3: Using InfoPath Designer with SharePoint Server 2010
Lesson 3.1: Getting Started
System Requirements
Publishing an InfoPath Form to a SharePoint Server
Submitting Forms to a SharePoint Site
Using SharePoint Lists in InfoPath
Lesson 3.2: Working with SharePoint
Creating SharePoint Views
Applying SharePoint Views
Creating a Form in SharePoint
Filling Out a Form in SharePoint
Lesson 3.3: Forms with SharePoint Workflows
Understanding Forms and Workflows
Adding a Workflow
Adding a Data Connection to Receive Workflow Information
Creating a New Form View for the Workflow
Changing the Form in Response to Workflow Status
Section 4: Creating Forms Using Advanced Templates
Lesson 4.1: Importing and Publishing Forms
Importing a Form from Word
Importing a Form from Excel
Publishing a Form by E-mail
Editing Forms After They Have Been Published
Course Outline :: Microsoft Office InfoPath Designer 2010 Advanced ::
Lesson 4.2: XML Form Templates
Creating a Form from an XML Schema
Creating a Form from an XML File
Working with an XML Form Template
Lesson 4.3: Database Form Templates
Creating a Form from a Database
Querying a Database & Submitting Data
Programme scope, delivery arrangements and suitability are confirmed during enquiry.