Microsoft InfoPath 2010 Designing Forms

2 Day Course

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Scheduled Online Onsite


You will discover how InfoPath forms are constructed and be given a clear plan on how to create form templates. You will be shown how to design and create complete form templates to support your business needs. You will implement data integrity and rules into forms to manage data entry, and publish InfoPath forms to e-mail, network locations and to databases. Target Audience This course is aimed at end users with no previous experience in programming, who have a need to design form templates. These templates may be used to communicate information, or as groundwork to generate and promote business workflow.

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Lesson 1: Understanding InfoPath (5 topics)

  • What is InfoPath?
  • Designing Forms in InfoPath
  • InfoPath File Formats
  • Working with Form Templates

Lesson 2: Form Layout (5 topics)

  • Plan a Form Template
  • Import a Form
  • Format a Form
  • Insert Graphic Objects

Lesson 3: Form Controls (7 topics)

  • Control Types
  • Work with Controls
  • Binding
  • Section Controls
  • Manage Control Properties
  • Work with Hyperlinks

Lesson 4: Managing Data Fields (4 topics)

  • The Data Source
  • Basic Data Integrity
  • Formulas

Lesson 5: Rules (6 topics)

  • Manage Rules
  • Formatting Rules
  • Validation Rules
  • Action Rules
  • Test a Form Design

Lesson 6: Views (3 topics)

  • Work with Views
  • Create a Print Version for a View

Lesson 7: Data Connections (7 topics)

  • Understand Data Sources
  • Data Connections
  • Data Source Fields
  • Use Secondary Connections
  • Populate a Drop-Down with Data
  • Offline Mode Query Support

Lesson 8: Security and Trust (5 topics)

  • Trustworthy Computing
  • InfoPath Security
  • Digital Signatures for Form Templates
  • Digital Signatures for Form Data

Lesson 9: Submitting Data (8 topics)

  • Save vs. Submit
  • Save Forms
  • Submit Forms
  • Submit Forms via E-mail
  • Submit Forms to Databases
  • Submit Data Using Rules and Code
  • Customise Submit Messages

Lesson 10: Publishing Forms (4 topics)

  • Understand Publishing
  • Distribute a Form Template
  • Modify a Published Form


A basic understanding of Windows XP or Windows Vista Experience using Internet Explorer or an equivalent browser A basic knowledge of core MS Office applications (Word, Excel, Outlook) An understanding of relational databases is recommended, but not essential

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