Upgrading To InfoPath 2007 Course Outline

Upgrading To InfoPath 2007

Section 1: Getting Started

Lesson 1.1: Starting Out

What is Microsoft InfoPath?

What's New in InfoPath 2007?

Why Upgrade?

Our Favorite Features

An XML Primer

Using the Getting Started Window

Interface Overview

Closing InfoPath 2007


Skill Sharpener

Lesson 1.2: Getting Started with Forms

Choosing a Form

Form Tasks

Creating a New Form

Searching for Templates


Skill Sharpener

Lesson 1.3: Designing a Form

Using the Design a Form Window

Using the Design Tasks Task Pane

Setting the Layout

Using the Tables Toolbar


Skill Sharpener

Lesson 1.4: Using the Views Task Pane

Opening the Views Task Pane

Creating a View

Choosing a View

Creating a Print Version


Skill Sharpener

Lesson 1.5: Getting Help in InfoPath

Using the Help Menu

Using the Help Window

Type a Question for Help

Getting Help in a Task Pane


Skill Sharpener

Section 1: Case Study

Section 1: Review Questions

Section 2: Doing More with Forms

Lesson 2.1: Working With Data

About XML Schemas

Using Data Bindings

Adding Resource Files

Managing Data Connections


Skill Sharpener

Lesson 2.2: 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


Skill Sharpener

Lesson 2.3: Finishing your Form

Adding Controls

Using Data Sources

Switching Controls

Running the Design Checker

Protecting a Form

Using Security Levels

Testing a Form

Publishing to a Shared Network Folder


Skill Sharpener

Lesson 2.4: Filling Out Forms

Opening a Form

Understanding the Form

Entering Data

Saving Your Form


Skill Sharpener

Section 2: Case Study

Section 2: Review Questions

Section 3: Advanced Form Tasks

Lesson 3.1: Importing and Publishing

Importing a Form from Word

Importing a Form from Excel

Publishing a Form by E-mail

Editing Forms After They Have Been Published


Skill Sharpener

Lesson 3.2: Form Programmability

Adding Application Logic to a Form

Setting Data Validation

Applying Conditional Formatting

Auto-Populating Data

Running the Logic Inspector


Skill Sharpener

Lesson 3.3: 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


Skill Sharpener

Lesson 3.4: Customizing InfoPath Options

Using the Trust Center

Customizing General Options

Using Design Options

Using Advanced Options

Accessing the Form Options Dialog


Skill Sharpener

Section 3: Case Study

Section 3: Review Questions


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