Course Outline

Module 1: Introduction to Microsoft InfoPath 2010

This module explains the high-level functionality of InfoPath and how it fits into the Enterprise.

Lessons

• What is InfoPath
• When to Use InfoPath
• What does this course cover and not cover

After completing this module, students will be able to:

• Answer the question, “What is InfoPath?”
• Explain appropriate solutions for InfoPath
• Understand what files InfoPath creates
• Understand what to expect in the next two days

Module 2: Navigation in InfoPath 2010

This module explains how to find your way around the InfoPath Designer. It also introduces the student to the new tab and ribbon interface.

Lessons

• Quick Access Toolbar
• File Menu
• Home Ribbon
• Insert Ribbon
• Page Design Ribbon
• Data Ribbon
• Table Tools Tab
• Control Tools Tab

Lab : Getting to Know InfoPath

• Exercise 1: Examining the User Interface
  • Task 1 – Launch InfoPath Designer
  • Task 2 – Create a Blank Form
  • Task 3 – Examine the Ribbons
• Exercise 2: Work with a Form
  • Task 1 – Insert a Table
  • Task 2 – Change the Table Layout
  • Task 3 – Add a Header and Footer

After completing this module, students will be able to:

• Understand the terminology and structure in InfoPath (e.g. forms, ribbons, menus, etc.)
• Use the navigation features in InfoPath
• Understand InfoPath Designer vs. InfoPath Filler
• Create a new form
• Understand the structure of a form
• Use tables in a form
• Modify the layout of a form
• Understand data options for a form
• Include headers and footers in a form

Module 3: InfoPath Forms

The purpose of this module is to work with the form creation process from beginning to end.

Lessons

• Introduction to InfoPath Forms
• What are Fields
• Form Templates
• Creating the Form
  • Form Controls
  • Submitting Form Data
• Publishing a Form to SharePoint

Lab : Create and Publish to SharePoint

• Exercise 1: Create a Simple Form
  • Task 1 – Create a form based on the SharePoint Form Library template
  • Task 2 – Add Title text and a table
  • Task 3 – Add controls to the first table
  • Task 4 – Add controls to the second table
• Exercise 2: Add Submit Option to the Form
  • Task 1 – Add an option to Submit to a email
  • Task 2 – Change the table layout

After completing this module, students will be able to:

• Understand the different form templates
• Understand controls
• Add controls to a form
• Explain and use the Submit options
• Explain and use the Publishing options

Module 4: InfoPath Controls

The purpose of this module is to take a closer look at the controls that are available, how to decide which ones to use, and learn details about the most commonly used controls.

Lessons

• What Are InfoPath Controls
• How to Use InfoPath Controls
• Input Controls
  • Text Box, Drop Down List Box, Check Box, Option Buttons, Date Picker, Multiple Selection List Box, Person/Group Picker
• Object Controls
  • Button, Picture Button, Calculated Controls
• Container Controls
  • Section, Repeating Section, Choice Group

Lab: Using Controls

• Exercise 1: Work with Input Controls
  • Task 1 – Create a new blank form for Personnel Performance Review
  • Task 2 – Add Text Box controls
  • Task 3 – Add Date controls
  • Task 4 – Add a Drop-Down List Box control
  • Task 5 – Add Option Button controls
• Exercise 2: Work with Object Controls
  • Task 1 – Add a Picture Button for Save
• Exercise 3: Work with Container Controls
  • Task 1 – Add a Section with a Repeating Table
  • Task 2 – Add an Optional Section with a Repeating Table

After completing this module, students will be able to:

• Define the types of controls available in InfoPath
• Use the standard Input Controls
• Use a Button Control
• Create and use Repeating Sections
• Create and Use Optional Sections
• Add validation to controls
• Set control properties

Module 5: Using InfoPath Rules

The purpose of this module is to provide students with a meaningful base knowledge of what rules are and how to work with them.

Lessons

• What are Rules
• Rules (the Object)
• Conditions
• Validation Rules
• Formatting Rules
• Action Rules
• Quick Rules
• Submit Data via Rules

Lab: Using Rules

• Exercise 1: Work with Validation Rules
  • Task 1 – Create a validation rule to test for a range of values
  • Task 2 – Create a date validation rule
• Exercise 2: Work with Formatting Rules
  • Task 1 – Change the font color for an invalid date
  • Task 2 – Add a Quick rule to add the Good format to a field
• Exercise 3: Work with Action Rules
  • Task 1 – Change the value of a field based on another field
  • Task 2 – Change the value of a field based on a formula

After completing this module, students will be able to:

• Define and use conditions
• Create Validation Rules for numbers
• Create Validation Rules for dates
• Create Formatting Rules for fonts and colors
• Create Action Rules to set field values
• Use Quick Rules

Module 6: Using Formulas and Functions

The purpose of this module is to create formulas and understand built-in functions.

Lessons

• What is a Function
• Where Can I Use Functions
• Formula Dialog Box
• Date/Time functions
• Field Functions
• Math Functions
• Text Functions
• URL and User Functions
• Function Names
• Using Functions

Lab: Using Formulas and Functions

• Exercise 1: Examine where Functions are Available
  • Task 1 – Look at Default Values functions.
  • Task 2 – Create a Function for Calculated Fields
• Exercise 2: Work with Function Categories
  • Task 1 – Use Date and Time functions
  • Task 2 – Use Text functions
  • Task 3 – Use Math functions

After completing this module, students will be able to:

• Define what a formula is
• Define what a function is
• Use default values
• Use functions for rules
• Use calculated fields
• Work with the Formula Dialog
• Work with several different functions

Module 7: Views and Features

The purpose of this module is to get an introduction to views, why and how to use them, and how to make them available to end users or not. We will also look at the features that are available in browser forms vs. filler forms.

Lessons

• InfoPath Views
• Why Use Views
• Changing Views
• Creating Views
• Configuring Print Views
• Views and Users
• Managing Features
• Filler Features
• Browser Features

Lab: Working with Views and Features

• Exercise 1: Create a new view without Review information
  • Task 1: Create a new view
  • Task 2: Change the view to be the default view
  • Task 3: Create a print view
• Exercise 2: Change the form features
  • Task 1: Change the Browser Features
  • Task 2: Change the Filler Features

After completing this module, students will be able to:

• Understand what views are
• Understand how and why to create views
• Create a new view and make it the default
• Configure print views
• Manage Filler features
• Manage Browser features

Module 8: Working with Data

This module will look at several different data sources that are available in InfoPath to retrieve and/or save data. We will get an introduction to Data Connections.

Lessons

• Data and InfoPath
• Data Ribbon
• Default Values
• Retrieving Data
• Data Connections
• Getting Data from SharePoint
• Creating Data Connections
• Rules in Form Load

Lab: Working with Data in InfoPath

• Exercise 1: Examine the Data Ribbon
  • Task 1: Examining data retrieval locations
  • Task 2: Examine data save locations
  • Task 3: Examine Data Connections
• Exercise 2: Create New Data Connections
  • Task 1: Connect to a SharePoint List
  • Task 2: Work with form load
  • Task 3: Retrieve data from the list
• Exercise 3: Publish a Form
  • Task 1: Use the Publishing Wizard to create a library in SharePoint
  • Task 2: Create and edit a document in the new library

After completing this module, students will be able to:

• Understand how InfoPath interacts with external data
• Use the Data Ribbon
• Retrieve data from SharePoint
• Save data back to SharePoint
• Create Data Connections
• Use Form Load

Pre-Requisites

Before attending this course, students should have an understanding of Windows 7 and have experience using an intranet or the internet. They should also have experience using Microsoft Office 2007 and later, including SharePoint 2010. If they have knowledge of databases, that is a plus.