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Microsoft Office InfoPath Designer 2010: Advanced

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Course description+

Our Microsoft Office InfoPath Designer 2010: Advanced course includes all the information students need to go further with InfoPath forms.

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
covers how to use advanced form templates. Participants will begin the final session of Microsoft Office InfoPath Designer 2010: Advanced 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. As always, Velsoft training materials and courseware is completely customizable, including content and brand.

Course outline+



Section 1: Using Rules with Your Form

Lesson 1.1: 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

Lesson 1.2: Managing Rules

Copying and Pasting Rules

Changing the Order of Rules

Editing Rules

Deleting Rules


Skill Sharpener

Lesson 1.3: Creating a Form Load Rule

What is a Form Load Rule?

Creating a Form Load Rule

Specifying Conditions

Adding Actions

Editing a Form Load Rule

Enabling or Disabling a Form Load Rule


Skill Sharpener

Lesson 1.4: Running the Rule Inspector

Starting the Rule Inspector

Understanding the Rule Inspector

Expanding and Collapsing Categories

Navigating Through Your Rules

Printing Information from the Rule Inspector


Skill Sharpener

Section 1: Case Study

Section 1: Review Questions

Section 2: Coding with InfoPath

Lesson 2.1: Getting Started

Installation Requirements

Setting Your Program Language and Code Options

Opening the Code Editor

An Introduction to VSTA


Skill Sharpener

Lesson 2.2: Creating Events

Creating a Basic Event

Creating a Control Event

Modifying Events

Testing Events

Removing Events


Skill Sharpener

Lesson 2.3: Managing Custom Components

Adding Custom Controls

Managing Custom Controls

Adding COM Add-Ins

Removing COM Add-Ins


Skill Sharpener

Lesson 2.4: Adding ActiveX Controls

Adding an ActiveX Control

Modifying an ActiveX Control

Renaming an ActiveX Control

Removing an ActiveX Control


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

Creating SharePoint Views

Applying SharePoint Views

Creating a Form in SharePoint

Filling Out a Form in SharePoint


Skill Sharpener

Lesson 3.3: 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 Using Advanced Templates

Lesson 4.1: Importing and Publishing Forms

Importing a Form from Word

Importing a Form from Excel

Publishing a Form by E-mail

Editing Forms After They Have Been Published


Skill Sharpener

Lesson 4.2: XML Form Templates

Creating a Form from an XML Schema

Creating a Form from an XML File

Working with an XML Form Template


Skill Sharpener

Lesson 4.3: Database Form Templates

Creating a Form from a Database

Querying a Database

Submitting Data


Skill Sharpener

Section 4: Case Study

Section 4: Review Questions


What you get+

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