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Windows ||
InfoPath 2007 Essentials
The participants will learn how to use the basic features of InfoPath 2007. This workshop incorporates a hands-on approach to learning. They will get a chance to practice some of the basic features right on a computer. Taking the time to learn about the features of InfoPath 2007 will increase their knowledge of information management.
We will take a close look at InfoPath 2007 to give the participants all the tools they need to create, manage, and fill out forms. They will be amazed at how InfoPath can help the organization streamline its information flow!
Objective:
- Open and close InfoPath
- Use InfoPath’s Getting Started window and the interface
- Explain XML at a high level
- Work with InfoPath tables
- Create field labels
- Add and modify basic controls, including picture and file attachments
- Understand what advanced control types can be used for
- Format controls
- Add data validation and conditional formatting rules to controls
- Use the Logic Inspector and Design Checker
- View and modify data sources, fields, and groups
- Check spelling
- Preview and test a form
- Publish or print a form
Introduction :
Getting Started
Welcome to the Microsoft InfoPath 2007 Essentials workshop. This course will take a close look at InfoPath 2007 to give you all the tools you need to create, manage, and fill out forms. You’ll be amazed at how InfoPath can help your organization streamline its information flow!
Module 1 :
Opening and Closing InfoPath
To get started, let’s jump right into the basics of InfoPath. In this module, you will learn how to open and close InfoPath. You’ll also get a high-level look at how to use InfoPath’s interface, the language used to build its forms, and the two modes that you can work in.
Module 2 :
Filling Out a Form
In this module, we are going to look at Fill-Out-A Form Mode. This will include filling out data, checking your spelling, saving the form, and printing the form.
Module 3 :
Designing a Form Framework
In the last module, we looked at how to fill out a form that was designed in InfoPath. In this module, we will look at how to start designing your own form. The first step is to lay out the framework with a table.
Module 4 :
Adding Labels
Once the framework for your form has been created, it is time to add labels. Labels will help you lay out controls for your users to enter form data. In this module, we will look at how to add and format labels.
Module 5 :
Adding Controls
So far, we have created a framework for our form and added labels. All that we need is a place for the user to add their data. In this module, we will look at adding controls, which will allow your users to enter their data into the form.
Module 6 :
Formatting Controls
In the last module, we learned how to add controls to our form. In this module, we’ll learn how to make controls even more useful to you and your users by changing their appearance and how they work.
Module 7 :
Working with Data Sources
Every form needs a place for its information to go. In this module, we will show you how InfoPath manages form information and how you can change where the information is sent.
Module 8 :
Creating a View
Once your form has been created, it is important to take the time to create a view for it. In some situations, the default view will be fine. Or, perhaps you want to separate the form into several sections for better usability. You can even create different types of views for different users.
Module 9 :
Finishing the Form
Our form is almost complete! In this module, we will look at putting the finishing touches on your form. We’ll look at changing the color scheme, checking spelling, running the Design Checker, and previewing the form.
Module 10 :
Distributing Your Form
Congratulations – our form is finally complete! In this module, we will look at the final steps required to get your form to your users.
Conclusion :
Wrapping Up
Although this workshop is coming to a close, we hope that your journey to improve your InfoPath skills is just beginning. Please take a moment to review and update your action plan. This will be a key tool to guide your progress in the days, weeks, months, and years to come. We wish you the best of luck on the rest of your travels!