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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+



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


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


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


Skill Sharpener

Lesson 1.4: Using the Quick Access Toolbar

The Default Quick Access Toolbar Commands

Adding Commands

Removing Commands

Customizing the Toolbar


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


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


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


Skill Sharpener

Lesson 2.2: The Insert Tab

Tables Commands

Illustrations Commands

Links Commands

Page Format Commands

Symbols Commands


Skill Sharpener

Lesson 2.3: The Page Design Tab

Views Commands

Page Layouts Commands

Themes Commands

Headers Commands


Skill Sharpener

Lesson 2.4: The Data Tab

Form Data Commands

Get External Data Commands

Submit Form Commands

Rules Commands

Roles Commands


Skill Sharpener

Lesson 2.5: The Developer Tab

Code Commands

Events Commands

Control Events Commands

COM Add-Ins


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


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


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


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


Skill Sharpener

Lesson 4.2: Using Improved Page Construction Tools

Using Page Layouts

Applying Font Styles

About New and Improved Controls


Skill Sharpener

Lesson 4.3: Creating Choice Groups

Creating Choice Groups

Formatting Choice Groups

Adding Choice Sections

Using Choice Groups in InfoPath Filler


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


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


Skill Sharpener

Section 4: Case Study

Section 4: Review Questions

Answer Key

Section 1

Section 2

Section 3

Section 4


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Sample Files

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Quick Reference Guide

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