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Microsoft Office InfoPath Designer 2010: Basic


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Our Microsoft Office InfoPath Designer 2010: Basic courseware and accompanying training material includes all the information students need to create a basic form.

Section One

focuses on what Microsoft InfoPath Designer is, how to manage form files, how to create a basic form with text and controls, and how to get help in the

program. A brief primer on XML is also included.

Section Two

is all about understanding and customizing the InfoPath Designer interface. Topics include an overview of interface components, a list of keyboard

shortcuts, information on using and customizing the Quick Access toolbar, and information on customizing the ribbon itself.

Section Three

delves deeper into the ribbon interface. In order to help participants get familiar with the interface, an overview of each command tab’s features is


Section Four

will get into creating a basic form. First, form templates and template parts are covered. The rest of the section will focus on creating, modifying,

and formatting tables, which are used to organize a form.

Section Five

goes further into creating a basic form. First, various text formatting tools will be covered. Then, participants will learn how to create sections and

scrolling regions. Finally, we will discuss advanced control tasks such as setting a default value and formatting controls.

Section Six

starts with information on InfoPath Filler, Designer’s companion program. Then, participants will finish up?Microsoft Office InfoPath Designer 2010: Basic by learning how to set global form options, prepare a form?for sharing, and print their form.



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


Skill Sharpener

Lesson 1.2: Working with Form Files

Saving Files

Opening Files

Using the Recent List

Switching Between Open Files

Closing Files


Skill Sharpener

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


Skill Sharpener

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


Skill Sharpener

Lesson 1.5: Adding Controls

Understanding Control Types

Resizing Controls

Moving Controls

Deleting Controls

Using the Control Tools - Properties Tab

Adding a Label


Skill Sharpener

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


Skill Sharpener

Section 1: Case Study

Section 1: Review Questions

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


Skill Sharpener

Lesson 2.2: The Quick Access Toolbar

About the Toolbar

Adding and Removing Buttons

Moving the Quick Access Toolbar

Customizing the Toolbar


Skill Sharpener

Lesson 2.3: Tabs and Groups

About Tabs

About Groups

About Option Buttons

Minimizing the Ribbon


Skill Sharpener

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


Skill Sharpener

Section 2: Case Study

Section 2: Review Questions

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


Skill Sharpener

Lesson 3.2: The Insert Tab

Tables Commands

Illustrations Commands

Links Commands

Page Format Commands

Symbols Commands


Skill Sharpener

Lesson 3.3: The Page Design Tab

Views Commands

Page Layouts Commands

Themes Commands

Headers Commands


Skill Sharpener

Lesson 3.4: The Data Tab

Form Data Commands

Get External Data Commands

Submit Form Commands

Rules Commands

Roles Commands


Skill Sharpener

Lesson 3.5: The Developer Tab

Code Commands

Events Commands

Control Events Commands

COM Add-Ins


Skill Sharpener

Section 3: Case Study

Section 3: Review Questions

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


Skill Sharpener

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


Skill Sharpener

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


Skill Sharpener

Lesson 4.4: Formatting Tables

Changing Cell Height and Width

Changing Cell Alignment

Changing Cell Padding

Changing Borders and Shading


Skill Sharpener

Section 4: Case Study

Section 4: Review Questions

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


Skill Sharpener

Lesson 5.2: Advanced Text Tools

Applying Font Styles

Using the Format Painter

Using the Paragraph Task Pane

Creating a Bulleted or Numbered List


Skill Sharpener

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


Skill Sharpener

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


Skill Sharpener

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


Skill Sharpener

Section 5: Case Study

Section 5: Review Questions

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


Skill Sharpener

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


Skill Sharpener

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


Skill Sharpener

Lesson 6.4: Printing Your Form.

Print Commands

About Quick Print

Using Print Preview

Setting Print Options


Skill Sharpener

Section 6: Case Study

Section 6: Review Questions


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