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Microsoft Office InfoPath Designer 2010: Intermediate

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Course description+

Our Microsoft Office InfoPath Designer 2010: Intermediate training materials courseware includes all the information students need to create a form with data connections and advanced control types.

Microsoft Office InfoPath Designer 2010: Intermediate covers:

Section One
focuses on InfoPath’s file-level tools. Information on using Windows Explorer within InfoPath Designer, file management tools, form views, form options,
and user roles are all covered.

Section Two
covers how to link a form to a data source. First, XML schemas are explained. Then, resource files, web service links, SharePoint data, databases, and XML files are discussed. The final part of the section covers how to manage data connections, use the Fields task pane, work with data bindings, change control properties and types, and manage fields.

Section Three
gets into creating advanced form parts. Template parts, object controls, repeating controls, master/detail controls, and choice groups are all covered.

Section Four
discusses how to add non-control objects to a form. First, pictures and Clip Art are discussed, including commands on the Picture Tools – Format tab and
the Format Picture dialog. The remainder of the section focuses on adding alternative text, creating hyperlinks, inserting horizontal lines, and inserting
symbols and special characters.

Course outline+



Section 1: Managing InfoPath Designer Files

Lesson 1.1: Using Windows Explorer within InfoPath Designer

Navigating Using Windows Explorer

Performing Basic Tasks with Windows Explorer

Using Views in Windows Explorer

Using the Windows Explorer Navigation Pane


Skill Sharpener

Lesson 1.2: File Management Tools

Publishing a Snapshot to PDF or XPS

Changing Form Template Properties

Working with InfoPath 2003 and 2007 Forms

Saving Forms in Older Formats


Skill Sharpener

Lesson 1.3: Managing Form Views

Creating a New Form View

Editing a Form View

Switching to a View

Using the Form View Properties Dialog

Deleting a View


Skill Sharpener

Lesson 1.4: Changing Form Options

Modifying Available Form Filler Features

Modifying Offline Behavior

Controlling E-Mail Attachments

Choosing Your Security Level

Setting Preview Options

Setting Compatibility Options


Skill Sharpener

Lesson 1.5: Managing User Roles

Adding a User Role

Editing a User

Removing a User

Changing the Order of User Roles


Skill Sharpener

Section 1: Case Study

Section 1: Review Questions

Section 2: Linking Your Form to Data

Lesson 2.1: Working with Data

About XML Schemas

Adding a Resource File

Refreshing Fields

Setting Default Values


Skill Sharpener

Lesson 2.2: Linking to External Data

Linking to a Web Service

Importing Data from SharePoint

Importing Database Files

Importing XML Data

Managing Data Connections


Skill Sharpener

Lesson 2.3: Modifying Field Properties, Part One

Using the Fields Task Pane

Creating a Data Binding

Changing a Data Binding

Viewing Control Details

Changing the Control Type


Skill Sharpener

Lesson 2.4: Modifying Field Properties, Part Two

Grouping Fields

Re-Ordering Fields

Deleting a Field

Referencing a Field

Viewing Field Properties


Skill Sharpener

Section 2: Case Study

Section 2: Review Questions

Section 3: Creating Advanced Form Parts

Lesson 3.1: Creating Template Parts

Understanding Template Parts

Creating a Template Part

Saving a Template Part

Using a Template Part


Skill Sharpener

Lesson 3.2: Creating Object Controls

Inserting an Object Control

Formatting Object Controls

Assigning Actions to Object Controls


Skill Sharpener

Lesson 3.3: Creating Repeating Controls

Creating a Repeating Control

Adding Existing Controls into a Repeating Control

Deleting Repeating Controls


Skill Sharpener

Lesson 3.4: Creating Master/Detail Controls

Creating a Master/Detail Control

Formatting Master/Detail Controls

Using a Master/Detail Control in InfoPath Filler


Skill Sharpener

Lesson 3.5: Creating Choice Groups

Creating Choice Groups

Formatting Choice Groups

Using Choice Groups in InfoPath Filler


Skill Sharpener

Section 3: Case Study

Section 3: Review Questions

Section 4: Adding Objects to a Form

Lesson 4.1: Inserting Pictures

Adding a Picture from a File

Adding Clip Art

Overview of the Picture Tools – Format Tab

Using the Format Picture Dialog


Skill Sharpener

Lesson 4.2: Editing Pictures

Resizing Pictures

Moving Pictures

Adding Borders

Setting Alternative Text


Skill Sharpener

Lesson 4.3: Adding Other Objects

Creating a Hyperlink

Inserting a Horizontal Line

Resizing a Horizontal Line

Inserting a Symbol


Skill Sharpener

Section 4: Case Study

Section 4: Review Questions


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