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Welcome to Insight

Delivering private IT training from businesses,
public sector and voluntary organisations

Microsoft InfoPath

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Course Details

Microsoft InfoPath

Course Duration – One day

Benefits of Microsoft InfoPath Course

On successful completion of our Microsoft InfoPath course, you will learn how to use InfoPath to gather and share information by creating and implementing XML-based forms. This course is aimed at people with Web design experience, form administrators, information coordinators, and Microsoft Office system power users who need to gather, reuse, distribute, and collaborate using XML-based forms.

InfoPath offers clear advantages over Web-based forms or other alternatives for collecting information. Among other things, InfoPath can avoid data-entry errors, keep formatting consistent, export or combine data from multiple forms and produce different views of the data in your form. During our one day Microsoft InfoPath course, you will understand InfoPath forms and how to customise them. We will walk you through how to apply security to forms, how to distribute forms and manage controls. For a full list of subjects covered, please continue reading below.

Students taking this course should have proficiency in Microsoft Office products, concentrating in forms development and experience working in a tagged environment (such as HTML or Framemaker with SGML).

Course Content

Creating InfoPath Forms

  • Explore the InfoPath Interface
  • Draft a Form
  • Add Data Validation Rules
  • Test a Form

Importing and Exporting Forms

  • Import Form Data Using InfoPath Designer
  • Export Form Data to Excel Using InfoPath Filler
  • Export Form Data to the Web Using InfoPath Filler

Customizing Form Layouts

  • Customize Tables
  • Format a Form
  • Insert Graphical Objects
  • Create Sections
  • Merge Forms

Managing Views

  • Create Custom Views
  • Assign User Roles to a View

Applying Security to Forms

  • Protect InfoPath Forms
  • Restrict Access to a Form
  • Set Security Zones

Distributing Forms

  • Publish a Form
  • Publish a Form to Email Recipients
  • Troubleshoot Publishing Problems

Managing Controls

  • Describe Data Source Concepts
  • Customize Controls
  • Bind Controls

Working with a Database

  • Develop a Form from a Database
  • Use InfoPath Forms to Add Records to a Database
  • Use InfoPath Forms to Query a Database
  • Populate Form Controls from a Database

Prerequisites

Students taking this class should have proficiency in Microsoft Office products, concentrating in forms development and experience working in a tagged environment (such as HTML or Framemaker with SGML).

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Call us on: 08452 306 099 or contact us online here.