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Provider: 1816
InfoPath 2007 Advanced
Course aim
You will learn how to use Print Preview and printing forms, creating/managing form views, how to add XML information, resource files, and data bindings to their form. We will also look at form templates, importing & publishing forms and how to set InfoPath program options. Finally, how to programme forms, use InfoPath and SharePoint Server together, use advanced controls (such as repeating tables).
Course outline
Printing and Viewing Forms Using the Views Task Pane • Opening the Views Task Pane • Creating a View • Choosing a View • Creating a Print Version
Using the View Properties Dialogue • Opening the View Properties Dialogue • Using the General Tab • Using the Text Settings Tab • Using the Print Settings Tab • Using the Page Setup Tab
Using Print Preview • Opening Print Preview • Using the Print Preview Toolbar • Use the Zoom Feature • Navigating Print Preview Printing a Form • Print Commands • Using the Print Dialogue • Setting Printer Options • Copies and Page Ranges
Importing and Publishing • Importing a Form from Word • Importing a Form from Excel • Publishing a Form by Email • Editing Forms After They Have Been Published More on Form Templates • Anatomy of a Form Template • Editing an Existing Template • Inserting Images • Creating a Template Part • Adding a Template Part to a Form • Form Template Properties
Customising InfoPath Options • Using the Trust Centre • Customising General Options • Using Design Options • Using Advanced Options • Accessing the Form Options Dialogue • Case Study • Review Questions
Working With Data • About XML Schemas • Using Data Bindings • Adding Resource Files • Managing Data Connections
Form Programmability • Adding Application Logic to a Form • Data Validation • Conditional Formatting • Auto-Populating Data • The Logic Inspector
Working with SharePoint • Publishing an InfoPath Form to a SharePoint Services Site • Creating and Filling Out a Form on SharePoint • Using SharePoint Views • Using SharePoint Lists in InfoPath • Submitting Forms to a SharePoint Site
Using Forms with SharePoint Workflows • Forms and Workflows • Publishing the Form • Adding a Workflow • Adding a Data Connection to Receive Workflow Information • Creating a new Form View for the Workflow • Changing the Form in Response to Workflow Status
Databases, XML Data Sources, and Advanced Controls • Creating a Form from an XML Schema • Creating a Form from an XML File • Creating a Form from a Database • Querying a Database • Submitting Data • Repeating Tables and Master/Detail Controls
Pre-requisites
It is recommended that the student complete the Microsoft InfoPath 2007 Introduction course prior to this course or have a similar level of knowledge.