Microsoft Office InfoPath Designer 2010 - Advanced Course Outline

Microsoft Office InfoPath Designer 2010 - Advanced



Section 1: Using Rules with Your Form

Lesson 1.1: Creating Rules

Opening the Rules Task Pane

Creating a Rule from a Template

Creating a Validation Rule

Creating a Formatting Rule

Creating an Action Rule


Skill Sharpener

Lesson 1.2: Managing Rules

Copying and Pasting Rules

Changing the Order of Rules

Editing Rules

Deleting Rules


Skill Sharpener

Lesson 1.3: Creating a Form Load Rule

What is a Form Load Rule?

Creating a Form Load Rule

Specifying Conditions

Adding Actions

Editing a Form Load Rule

Enabling or Disabling a Form Load Rule


Skill Sharpener

Lesson 1.4: Running the Rule Inspector

Starting the Rule Inspector

Understanding the Rule Inspector

Expanding and Collapsing Categories

Navigating Through Your Rules

Printing Information from the Rule Inspector


Skill Sharpener

Section 1: Case Study

Section 1: Review Questions

Section 2: Coding with InfoPath

Lesson 2.1: Getting Started

Installation Requirements

Setting Your Program Language and Code Options

Opening the Code Editor

An Introduction to VSTA


Skill Sharpener

Lesson 2.2: Creating Events

Creating a Basic Event

Creating a Control Event

Modifying Events

Testing Events

Removing Events


Skill Sharpener

Lesson 2.3: Managing Custom Components

Adding Custom Controls

Managing Custom Controls

Adding COM Add-Ins

Removing COM Add-Ins


Skill Sharpener

Lesson 2.4: Adding ActiveX Controls

Adding an ActiveX Control

Modifying an ActiveX Control

Renaming an ActiveX Control

Removing an ActiveX Control


Skill Sharpener

Section 2: Case Study

Section 2: Review Questions

Section 3: Using InfoPath Designer with SharePoint Server 2010

Lesson 3.1: Getting Started

System Requirements

Publishing an InfoPath Form to a SharePoint Server

Submitting Forms to a SharePoint Site

Using SharePoint Lists in InfoPath


Skill Sharpener

Lesson 3.2: Working with SharePoint

Creating SharePoint Views

Applying SharePoint Views

Creating a Form in SharePoint

Filling Out a Form in SharePoint


Skill Sharpener

Lesson 3.3: Forms with SharePoint Workflows

Understanding Forms and Workflows

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


Skill Sharpener

Section 3: Case Study

Section 3: Review Questions

Section 4: Creating Forms Using Advanced Templates

Lesson 4.1: Importing and Publishing Forms

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 4.2: XML Form Templates

Creating a Form from an XML Schema

Creating a Form from an XML File

Working with an XML Form Template


Skill Sharpener

Lesson 4.3: Database Form Templates

Creating a Form from a Database

Querying a Database

Submitting Data


Skill Sharpener

Section 4: Case Study

Section 4: Review Questions


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