InfoPath 2007 Essentials

The participants will learn how to use the basic features of InfoPath 2007. This workshop incorporates a hands-on approach to learning. They will get a chance to practice some of the basic features right on a computer. Taking the time to learn about the features of InfoPath 2007 will increase their knowledge of information management.
We will take a close look at InfoPath 2007 to give the participants all the tools they need to create, manage, and fill out forms. They will be amazed at how InfoPath can help the organization streamline its information flow!

Course Outline

Module One: Getting Started
• Icebreaker
• Housekeeping Items
• The Parking Lot
• Workshop Objectives

Module Two: Opening and Closing InfoPath
• Opening InfoPath
• Using the Getting Started Window
• Interface Overview
• An XML Primer
• Closing InfoPath

Module Three: Filling Out a Form
• Launching Fill-Out-A-Form Mode
• Entering Data
• Checking Your Spelling
• Printing the Form
• Saving the Form

Module Four: Designing a Form Framework
• Creating a Blank Form
• Adding a Table
• Adding and Removing Rows or Columns
• Merging and Splitting Cells
• Formatting Tables
• Changing Table Properties

Module Five: Adding Labels
• Adding Labels
• Changing the Font Face and Size
• Changing the Font Color
• Adding Effects
• Using the Font Task Pane
• Aligning Text

Module Six: Adding Controls
• Adding a Standard Control
• Adding Repeating and Optional Controls
• Adding File Controls
• Adding Picture Controls
• Advanced Types of Controls

Module Seven: Formatting Controls
• Changing the Visual Properties of a Control
• Using the Control Properties Dialog
• Adding Data Validation Rules
• Applying Conditional Formatting
• Running the Logic Inspector

Module Eight: Working with Data Sources
• Viewing Data Source Information
• Managing Fields and Groups
• Adding a Data Connection
• Manually Binding Controls

Module Nine: Creating a View
• Creating a Custom View
• Creating a Print View
• Setting a View as Default
• Deleting Views

Module Ten: Finishing the Form
• Changing the Color Scheme
• Checking Your Spelling
• Using the Design Checker
• Previewing the Form

Module Eleven: Distributing Your Form
• Protecting Your Form
• Understanding Saving vs. Publishing Using the Publishing Wizard Printing the Form

Module Twelve: Wrapping Up
• Words from the Wise
• Review of Parking Lot
• Lessons Learned
• Completion of Action Plans and Evaluations