Course Description
Microsoft Office InfoPath Designer 2010 is the newest version of Microsoft's form creation program. This
Intermediate level is intended to help all users customize their forms using data connections, advanced field types, and objects. This manual will also help more experienced users who have little to no experience with data connections and XML.
Highlights of the course include how to manage InfoPath Designer Files, modify form options, link your form to various types of data, create advanced form parts (including template parts, object controls, and repeating controls), and add objects (such as pictures and horizontal lines) to a form.
Prerequisites
This manual presumes that the user is an everyday Windows user and is comfortable with concepts such as using the mouse and keyboard. It also presumes that the user has completed the Foundation level of this course (or has equivalent knowledge) and is familiar with concepts such as creating new, as well as opening existing forms, adding controls, using tables, and publishing forms. Experience with a Web browser and printing is also an asset.
Section 1: Managing InfoPath Designer Files
Lesson 1.1: Using Windows Explorer within InfoPath Designer
Navigating Using Windows Explorer
Performing Basic Tasks with Windows Explorer
Using Views in Windows Explorer
Using the Windows Explorer Navigation Pan
Lesson 1.2: File Management Tools
Publishing a Snapshot to PDF or XPS
Changing Form Template Properties
Working with InfoPath 2003 and 2007 Forms
Saving Forms in Older Formats
Lesson 1.3: Managing Form Views
Creating a New Form View
Editing a Form View
Course Outline :: Microsoft Office InfoPath Designer 2010 Intermediate ::
Switching to a View
Using the Form View Properties Dialog
Deleting a View
Lesson 1.4: Changing Form Options
Modifying Available Form Filler Features
Modifying Offline Behavior
Controlling E-Mail Attachments
Choosing Your Security Level
Setting Preview Options
Setting Compatibility Options
Lesson 1.5: Managing User Roles
Adding a User Role
Editing a User
Removing a User
Changing the Order of User Roles
Section 2: Linking Your Form to Data
Lesson 2.1: Working with Data
About XML Schemas
Adding a Resource File
Refreshing Fields
Setting Default Values
Lesson 2.2: Linking to External Data
Linking to a Web Service
Importing Data from SharePoint 53
Importing Database Files
Importing XML Data
Managing Data Connections
Lesson 2.3: Modifying Field Properties, Part One
Using the Fields Task Pane
Creating a Data Binding
Changing a Data Binding
Viewing Control Details
Changing the Control Type
Course Outline :: Microsoft Office InfoPath Designer 2010 Intermediate ::
Lesson 2.4: Modifying Field Properties, Part Two
Grouping Fields
Re-Ordering Fields
Deleting a Field
Referencing a Field
Viewing Field Properties
Section 3: Creating Advanced Form Parts
Lesson 3.1: Creating Template Parts
Understanding Template Parts
Creating a Template Part
Saving a Template Part
Using a Template Part
Lesson 3.2: Creating Object Controls
Inserting an Object Control
Formatting Object Controls
Assigning Actions to Object Controls
Lesson 3.3: Creating Repeating Controls
Creating a Repeating Control
Adding Existing Controls into a Repeating Control
Deleting Repeating Controls
Lesson 3.4: Creating Master/Detail Controls
Creating a Master/Detail Control
Formatting Master/Detail Controls
Using a Master/Detail Control in InfoPath Filler
Lesson 3.5: Creating Choice Groups
Creating Choice Groups
Formatting Choice Groups
Using Choice Groups in InfoPath Filler
Course Outline :: Microsoft Office InfoPath Designer 2010 Intermediate ::
Section 4: Adding Objects to a Form
Lesson 4.1: Inserting Pictures
Adding a Picture from a File
Adding Clip Art
Overview of the Picture Tools – Format Tab
Using the Format Picture Dialog
Lesson 4.2: Editing Pictures
Resizing Pictures
Moving Pictures
Adding Borders
Setting Alternative Text
Lesson 4.3: Adding Other Objects
Creating a Hyperlink
Inserting a Horizontal Line
Resizing a Horizontal Line
Inserting a Symbol
Programme scope, delivery arrangements and suitability are confirmed during enquiry.