InfoPath 2010 Essentials

The participants will learn how to use the basic features of InfoPath 2010. This workshop is designed to teach you a basic understanding of InfoPath 2010 in a practical way. 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.
In this workshop, your participants will learn how to create, manage, and fill out interactive forms. Microsoft InfoPath 2010 has new great features, such as the Office Fluent UI, and the ability to customize SharePoint list forms in just one click. Are you ready to take your organization to the next level with Microsoft InfoPath 2010?

Course Outline

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

Module Two: Opening and Closing InfoPath
• Opening InfoPath
• Using the Available Form Templates Window
• Exploring the InfoPath’s Interface
• An XML Primer
• Closing InfoPath

Module Three: Using the InfoPath Filler 2010
• Launching Microsoft InfoPath Filler 2010
• 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 (Rule) 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
• Protecting Your Form
• Previewing the Form


Module Eleven: Distributing 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

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