Fully Customizable Courseware For Trainers

Upgrading to Microsoft Office InfoPath 2010

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Course description+

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.

Course outline+

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

What you get+

Instructor Guide

Velsoft Instructor Guides are the core of each training course. Our Instructor Guides lay out the training in simple, easy-to-follow instructions. You can also customize the Instructor Guides in order to personalize your training.

Student Manual

Each Instructor Guide - for each course - is paired with a Student Manual that you can present to your participants. This customizable Student Manual gives each participant the student version of the course you will be teaching.

Exercise Workbook

Whether or not you choose to introduce exercises into your training is up to you as the facilitator. In case you want to do this Velsoft offers you an Exercise Workbook (also customizable) that is specific to the course you are offering.

Sample Files

Each Velsoft courseware title comes with a Lab Workbook loaded with activities and exercises to practice and reinforce the learners' understanding of the course objectives. Pre-made Sample Exercise Files are provided for use with the Lab Workbook so that you, as the trainer, do not have to prepare activity working files.

Powerpoint Deck

Courseware from Velsoft is designed to give you everything you need for use in the classroom or workshop. This includes the PowerPoint versions of all the courses, prepared for you in advanced.

Quick Reference Guide

Quick Reference Guides are a favorite tool for trainers to provide to their learners. Each Quick Reference Guide summarizes in two pages the most important elements in each courseware title.

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Print only what you need, when you need it. Print as many copies at your location as you like - forever. This includes editing and printing.

Unlimited users

Train as many people at your location as you like - forever. There is no per-user pricing or limit on the number of people that can be trained.

No annual renewal fees

This course comes with a perpetual license which means once you purchase it you never have to pay anything ever again.

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