Course Description
Microsoft Office InfoPath Designer 2010 is the newest version of Microsoft's form creation program. This
Foundation level is intended to help all novice users get up to speed quickly. This course will also help more experienced users who have little to no experience with InfoPath 2007 and/or the ribbon interface. Whether you're using InfoPath Designer for the first time, or have been using it for years, this course will help you make the most of
InfoPath Designer’s new features and interface.
Highlights of the course include complete coverage of the new ribbon-based interface (including customization tasks); a short primer on XML; and a complete walkthrough of creating, saving, printing, and sharing a basic form.
Prerequisites
This manual assumes the user understands the basics of using a Windows-based computer. Students should be comfortable using the keyboard, mouse, and Start menu. Understanding and experience with printing and using a
Web browser is an asset, but not required. No previous experience with other versions of Microsoft InfoPath is necessary.
Section 1: Starting Out
Lesson 1.1: Meeting Microsoft Office InfoPath Designer 2010
What is Microsoft InfoPath 2010?
What’s New in Microsoft Office InfoPath Designer 2010?
An XML Primer
Opening InfoPath Designer
Interface Overview
Interacting with InfoPath Designer
Closing InfoPath Designer
Lesson 1.2: Working with Form Files
Saving Files
Opening Files
Using the Recent List
Switching Between Open Files
Closing Files
Course Outline :: Microsoft Office InfoPath Designer 2010 Foundation ::
Lesson 1.3: Creating a Form
Using the New Form Window
Creating a New Form
Adding a New Table
Adding Text
Adding Controls
Previewing Your Form
Lesson 1.4: Using Basic Editing Tools
Selecting Data
Dragging and Dropping Text
Using Cut, Copy, and Paste
Using Undo and Redo
Using Find and Replace
Lesson 1.5: Adding Controls
Understanding Control Types
Resizing Controls
Moving Controls
Deleting Controls
Using the Control Tools – Properties Tab
Adding a Label
Lesson 1.6: Getting Help in InfoPath Designer 2010
Getting Started with Office.com
Opening Help
Using the Help Screen
Using the Help Toolbar
Searching Help
Using the Table of Contents
Getting Help in a Dialog Box
Section 2: Understanding and Customizing the InfoPath Designer Interface
Lesson 2.1: Getting Acquainted
Using the File Menu (Backstage View)
Using the Mini Toolbar & Using Dialog Boxes
Using Right-Click Menus
Keyboard Shortcuts
Course Outline :: Microsoft Office InfoPath Designer 2010 Foundation ::
Lesson 2.2: The Quick Access Toolbar
About the Toolbar
Adding and Removing Buttons
Moving the Quick Access Toolbar
Customizing the Toolbar
Lesson 2.3: Tabs and Groups
About Tabs
About Groups
About Option Buttons
Minimizing the Ribbon
Lesson 2.4: Customizing the Ribbon
Getting Started
Adding or Removing Tabs
Arranging Tabs and Groups
Creating New Tabs and Groups
Customizing Group Commands
Resetting all Customizations
Section 3: Command Tab Overview
Lesson 3.1: The Home Tab
Clipboard Commands
Format Text Commands
Font Styles Commands
Controls Commands
Rules Commands
Editing Commands
Form Commands
Lesson 3.2: The Insert Tab
Tables Commands
Illustrations Commands
Links Commands
Page Format Commands
Symbols Commands
Course Outline :: Microsoft Office InfoPath Designer 2010 Foundation ::
Lesson 3.3: The Page Design Tab
Views Commands
Page Layouts Commands
Themes Commands
Headers Commands
Lesson 3.4: The Data Tab
Form Data Commands
Get External Data Commands
Submit Form Commands
Rules Commands
Roles Commands
Lesson 3.5: The Developer Tab
Code Commands
Events Commands
Control Events Commands
COM Add-Ins
Section 4: Creating a Basic Form
Lesson 4.1: Using Templates
Using Popular Form Templates
Using Advanced Form Templates
Using InfoPath 2007 Form Templates
Using Template Parts
Lesson 4.2: Getting Started with Tables
Anatomy of a Table
Inserting a New Table
Creating a Custom Table
Using the Table Tools – Layout Tab
Using the Table Properties Dialog
Lesson 4.3: Modifying Tables
Selecting Table Data & Moving Tables
Adding and Deleting Rows and Columns
Resizing Rows, Columns, and Tables
Merging and Splitting Cells
Course Outline :: Microsoft Office InfoPath Designer 2010 Foundation ::
Lesson 4.4: Formatting Tables
Changing Cell Height and Width
Changing Cell Alignment
Changing Cell Padding
Changing Borders and Shading
Section 5: Doing More with Your Form
Lesson 5.1: Formatting Text
Applying Text Effects
Changing Font Face, Size, and Color
Aligning and Justifying Text
Indenting Text
Removing Formatting
Lesson 5.2: Advanced Text Too
Applying Font Styles
Using the Format Painter
Using the Paragraph Task Pane
Creating a Bulleted or Numbered List
Lesson 5.3: Managing Controls with Sections
Creating a Section
Creating an Optional Section
Creating a Scrolling or Horizontal Region
Modifying Sections
Removing Controls from a Section
Deleting Sections
Lesson 5.4: Advanced Control Tasks
Setting a Default Value
Choosing the Data Type
Setting Control Properties
Formatting a Control
Using the Control Properties Dialog
Using the Fields Task Pane
Course Outline :: Microsoft Office InfoPath Designer 2010 Foundation ::
Lesson 5.5: Applying the Finishing Touches
Inserting Page Breaks
Checking Your Spelling
Changing the Theme
Choosing a Page Layout Template
Adding a Header or Footer
Section 6: Publishing and Printing Your Form
Lesson 6.1: About the InfoPath Filler
What is InfoPath Filler?
Opening the Filler
Interface Overview
Completing a Form
Submitting a Form
Lesson 6.2: Setting Global Form Options
Opening the View Properties Dialog
Applying a Background Color or Picture
Changing the Font
Changing the Page Orientation
Modifying Margins
Lesson 6.3: Preparing a Form for Sharing
Understanding Submission Methods
Running the Design Checker
Adding a Submit Button
Configuring the Submit Options
Publishing the Form
Lesson 6.4: Printing Your Form
Print Commands
About Quick Print
Using Print Preview
Setting Print Options
Programme scope, delivery arrangements and suitability are confirmed during enquiry.