InfoPath 2010 Boot Camp: Create and Distribute Online Forms Training
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Part 1: What's New in InfoPath 2010
1.1 New Ribbon user interface
Learn to use the Ribbon – tabs and groups
Context-sensitive tabs
Backstage view: Quick Publish, Trust Center, digital signatures
New Controls gallery
1.2 Design form template enhancements
Expanded form templates
Pre-built page layout templates and layout tables
New controls: Picture Button, Date and Time Picker, Hyperlink, Person/Group Picker, Signature Line, External data picker, Managed Metadata Picker
Quick Rules with pre-built conditions and actions
Improved rules management user interface
Quick Publish button: Publish SharePoint forms with one click
Create forms for SharePoint lists
Use SharePoint Workspace for offline form completion of SharePoint lists
1.3 Richer Web forms, SharePoint integration
Browser Controls: Bulleted, numbered, & plain lists, Multiple selection list boxes, Combo boxes, Picture buttons, Hyperlink capabilities, Choice group and section, Date and time controls, Person/Group pickers
Filter data in browser list, drop-down list & combo boxes, repeating tables, repeating sections
Host forms on SharePoint with InfoPath Form Web Part
Standard compliant browser forms
Part 2: Create and Fill Out Forms
2.1 Fill Out InfoPath Forms
Enter Form Information
Format Text
Fill out Tables
Fill out Repeating and Optional Sections
Fill out Sections
2.2 Create Forms
Draft and Test a Form
Save Forms
Preview & Printing a Form
Export Form Data to Excel & HTML
2.3 Create Forms from Templates
SharePoint list & library templates
E-mail templates
Blank form templates
Publish a Form Template
Template Parts
Change the form template type or compatibility
2.4 Customize Form Layout
Add and Format Text
Add and Modify Controls
Insert Pictures
Customize Layout Tables
Create Optional or Repeating Sections
Customize Controls
Merge Forms
2.5 Format Forms
Control Form Layout
Format Layout Tables
Customize Table Properties
Customize Borders and Shading
Use Color Schemes
Conditional Formatting
2.6 Advanced Form Templates
Database
Web Service
XML or Schema
Data connection file
Convert existing form
Document Information Panel
Part 3: Form and Data Entry Controls
3.1 Create and Customize Form Controls
Repeating, Nonrepeating, and Optional Sections
Repeating Tables
Format tables
List Controls
Picture Controls
Hyperlinks
3.2 Create and Customize Data Entry Controls
Work with the Form Designer
Add and customize controls
Configure basic properties
Configure advanced properties
Configure display settings
Text and rich text boxes
Check boxes and option buttons
Assign values to an option button in a group of option buttons
3.3 Assign values to a drop-down list, multiple-selection list box, combo box, or list box
Drop-down lists, list boxes, and combo boxes
Manually enter values
Use values from another part of the form
Use values from an external source of data
Assign value types to a check box
Layout tips
3.4 Attachment, picture, hyperlink controls
File Attachment, Picture, Ink picture and Hyperlinks control options
Picture and ink picture control layout tips
Specify a background or default picture in an ink picture or picture control
Specify the value of a hyperlink control
Attach a default file to a File Attachment control
3.5 Create and Customize Expression Boxes
Insert Expression Boxes
Simple Arithmetic Calculations
Use Numeric Functions
Create and customize String Functions
Part 4: Create and Customize Data Sources
4.1 Data Sources and Data Connections
Select a data source
Create a new data connection
Create and customize Database Tables and Fields
Create forms from XML Web Services
4.2 XML Data Sources and Web Services
XML Data Sources
Create forms from existing XML Schemas or Files
Create forms from existing SQL Server or Access Databases
Create forms from XML Web Services
Select and configure Web Services
4.3 Work with SharePoint Lists
Open an existing sharepoint list from within SharePoint
Create a new list or open an existing list from within InfoPath
Customize the list in InfoPath
Publish the list back to SharePoint
Part 5: Conditional Formatting and Data Validation
5.1 Conditional Formatting
Apply Conditional Formatting to a form template
Disable or set a control as read-only
Hide a control based on values on the form
Prevent users from inserting or deleting a control
Set pattern-matching conditions for data
Show or hide rows in a Repeating Table
Use color to indicate status in a Repeating Section
Remove Conditional Formatting
5.2 Data Validation
How validation works
Eliminate blank fields
Create validation rules
Use validation operators
Perform comparisons
Use pattern matching
Create and customize Scripting Validation
Part 6: Filter Data
6.1 Create and Configure Filters
Set a filter for a list box, drop-down list box, or combo box
Set a filter for a repeating section or table
Create cascading filters with multiple drop-down lists
Unexpected filter results
Include attachments, pictures, or hyperlinks
Part 7: Rules
7.1 Create and Manage Rules
Types of rules
Manage rules that are applied to controls
Set rules to open or submit the form
Rule Inspector: View all rules in a form template
7.2 Add rules for validation
Validation rule examples
Add a validation rule
Notify users about validation errors
Use the Add Rule button
Use the Rules task pane to add, delete, or copy rules
Advanced condition scenarios
Add rules to perform other actions
7.3 Action rule types and examples
Show a message
Show the value of a field or formula
Switch views
Set a field’s value
Query for data
Submit data
Open a new form to fill out
Close the form
Send data to web part
Sign signature line
Data Connections
7.4 Add an action rule
Use the add rule button
Use the rules task pane
Set parameters to query or submit data
Data entry patterns
Advanced condition scenarios
Part 8: Views
8.1 Introduction to views
Design considerations to optimize the user experience
Views group on the Page Design tab
8.2 Add, delete, and switch views
Delete a view
Change the default view
Rename a view
Add a button to switch views
Display a view using a form load rule
Part 9: Security and Privacy
9.1 Security in InfoPath forms
Security levels for forms
Restricted
Domain
Full Trust
Additional security features for forms
9.2 Internet Explorer security zones and levels
When should I use a trusted location?
Which trusted locations are better?
Add, remove, or modify a trusted location
9.3 Digital Signatures in InfoPath 2010
Considerations for digital signatures
Use the Backstage view to apply digital signatures
Section and Signature Line control
Add multiple signatures to a form
Specify a confirmation message to display when a signature is applied
Disable digital signatures
Part 10: Distribute and Analyze Forms
10.1 Publish Forms
Publish to a Web server
Publish to a shared location
Publish to a SharePoint Form Library
Install custom forms locally
Send Forms via E-Mail
View and Publish Forms as HTML
Export a Form to HTML
10.2 Create and Customize SharePoint Form Libraries
Change column settings
Sort column data
Filter, group, total column data
Upload Forms
Sort and filter form data
Analyze form library data with Excel & Access
10.3 Advanced Publishing Concepts
Site content type
Sandboxed code in infopath forms
Administrator-approved form templates (Full Trust forms)
Part 11: Calculate Data
11.1 Add Formulas and Functions
Overview
Add a calculated value control
Add a formula to a control
Use a formula in a rule
11.2 Date and time functions
ADDDAYS, ADDSECONDS, NOW, TODAY
11.3 Field functions
COUNT, LAST, LOCAL-NAME, NAME, NAMESPACE-URI, POSITION
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