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Click Submit at the bottom of the page when you're done.
Once we receive your request, we will contact you to discuss pricing, agenda, and scheduling details. If you have questions, please call us at 800-840-8050. Thank you for your interest in Workflow Ready.
Part 1: Filter Data
1.1 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 2: Rules
2.1 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
2.2 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
2.3 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
2.4 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 3: Views
3.1 Introduction to views
Design considerations to optimize the user experience
Views group on the Page Design tab
3.2 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 4: Security and Privacy
4.1 Security in InfoPath forms
Security levels for forms
Restricted
Domain
Full Trust
Additional security features for forms
4.2 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 5: Distribute and Analyze Forms
5.1 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
5.2 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
5.3 Advanced Publishing Concepts
Site content type
Sandboxed code in infopath forms
Administrator-approved form templates (Full Trust forms)
Part 6: Advanced InfoPath Features
6.1 Master/Detail, Headers, Move Data Sources
Add a Master/Detail Control to the Form
Bind Master/Detail Controls to Repeating Tables
Use Background Images as Headers/Footers
Add and Move a Group in the Data Source
6.2 ActiveX Controls, Cascading Drop- Down Lists, Events, User Roles
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