Fully Customizable Courseware For Trainers
Upgrading to Microsoft Office InfoPath 2010
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Our Upgrading to Microsoft Office InfoPath 2010 Advanced training courseware includes all the information students need to go further with InfoPath forms. All our training materials are completely customizable, for content and brand.
Section One focuses on rule creation and management, including form load, validation, formatting, and action rules, and the Rule Inspector.
Section Two discusses the basics of coding with Visual Basic in InfoPath. Setting up Visual Studio Tools for Applications (VSTA) is covered, as well as how to create basic and control events. Custom controls, COM add-ins, and ActiveX controls will also be covered.
Section Three explores using InfoPath Designer with SharePoint Server 2010. We will cover how to publish forms to SharePoint, create SharePoint views, use SharePoint form tools, use SharePoint data in InfoPath, and how to create and manage workflows.
Section Four wraps up Upgrading to Microsoft Office InfoPath 2010 and covers how to use advanced form templates. Participants will begin by learning how to import forms based on Word documents and Excel workbooks. Then, they will learn how to use an XML file, XML schema, and a database to create a form. Form publication via e-mail will also be covered.
Introduction
Prerequisites
Section 1: Getting Started
Lesson 1.1: Starting Out
What is Microsoft Office InfoPath Designer 2010?
What’s New in Microsoft Office InfoPath Designer 2010?
An XML Primer
Opening InfoPath Designer
Interacting with InfoPath Designer
Closing InfoPath
Step-By-Step
Skill Sharpener
Lesson 1.2: Interface Basics
Interface Overview
Understanding and Using Backstage View (File Menu)
Using Standard Tabs
Using Contextual Tabs
Minimizing the Ribbon
Step-By-Step
Skill Sharpener
Lesson 1.3: Creating a Form
Using the New Category of Backstage View
Creating a New Form
Adding a New Table
Adding Text
Adding Controls
Previewing Your Form
Step-By-Step
Skill Sharpener
Lesson 1.4: Using the Quick Access Toolbar
The Default Quick Access Toolbar Commands
Adding Commands
Removing Commands
Customizing the Toolbar
Step-By-Step
Skill Sharpener
Lesson 1.5: Customizing the Ribbon
Getting Started
Adding or Removing Tabs
Arranging Tabs and Groups
Creating New Tabs and Groups
Customizing Group Commands
Resetting all Customizations
Step-By-Step
Skill Sharpener
Lesson 1.6: Using Microsoft InfoPath Filler 2010
What is InfoPath Filler?
Opening Microsoft InfoPath Filler 2010
Interface Overview
Completing a Form
Submitting a Form
Step-By-Step
Skill Sharpener
Section 1: Case Study
Section 1: Review Questions
Section 2: InfoPath Designer’s Command Tabs
Lesson 2.1: The Home Tab
Clipboard Commands
Format Text Commands
Font Styles Commands
Controls Commands
Rules Commands
Editing Commands
Form Commands
Step-By-Step
Skill Sharpener
Lesson 2.2: The Insert Tab
Tables Commands
Illustrations Commands
Links Commands
Page Format Commands
Symbols Commands
Step-By-Step
Skill Sharpener
Lesson 2.3: The Page Design Tab
Views Commands
Page Layouts Commands
Themes Commands
Headers Commands
Step-By-Step
Skill Sharpener
Lesson 2.4: The Data Tab
Form Data Commands
Get External Data Commands
Submit Form Commands
Rules Commands
Roles Commands
Step-By-Step
Skill Sharpener
Lesson 2.5: The Developer Tab
Code Commands
Events Commands
Control Events Commands
COM Add-Ins
Step-By-Step
Skill Sharpener
Section 2: Case Study
Section 2: Review Questions
Section 3: Using InfoPath Designer with SharePoint Server 2010
Lesson 3.1: Getting Started
System Requirements
Publishing an InfoPath Form to a SharePoint Server
Submitting Forms to a SharePoint Site
Using SharePoint Lists in InfoPath
Step-By-Step
Skill Sharpener
Lesson 3.2: Working with SharePoint Server
Creating SharePoint Views
Applying SharePoint Views
Creating a Form in SharePoint
Filling Out a Form in SharePoint
Step-By-Step
Skill Sharpener
Lesson 3.3: Using InfoPath Forms with SharePoint Workflows
Understanding Forms and Workflows
Adding a Workflow
Adding a Data Connection to Receive Workflow Information
Creating a New Form View for the Workflow
Changing the Form in Response to Workflow Status
Step-By-Step
Skill Sharpener
Section 3: Case Study
Section 3: Review Questions
Section 4: Creating Forms
Lesson 4.1: Using Templates
Using Popular Form Templates
Using Advanced Form Templates
Using InfoPath 2007 Form Templates
Using Template Parts
Step-By-Step
Skill Sharpener
Lesson 4.2: Using Improved Page Construction Tools
Using Page Layouts
Applying Font Styles
About New and Improved Controls
Step-By-Step
Skill Sharpener
Lesson 4.3: Creating Choice Groups
Creating Choice Groups
Formatting Choice Groups
Adding Choice Sections
Using Choice Groups in InfoPath Filler
Step-By-Step
Skill Sharpener
Lesson 4.4: Printing Your Form
Print Commands
About Quick Print
Using Print Preview
Setting Print Options
Saving a Form as PDF or XPS
Using Quick Publish
Step-By-Step
Skill Sharpener
Lesson 4.5: Creating Rules
Opening the Rules Task Pane
Creating a Rule from a Template
Creating a Validation Rule
Creating a Formatting Rule
Creating an Action Rule
Step-By-Step
Skill Sharpener
Section 4: Case Study
Section 4: Review Questions
Answer Key
Section 1
Section 2
Section 3
Section 4
Index
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