Using InfoPath 2007 with SharePoint Server 2007

Course Duration: 2 Days

Benifit: This course provides a grounding in the key features of Microsoft InfoPath 2007. It will benefit users who wish to create effective and useful forms

Course Objectives: On completion of this course attendees will be able to create, format and customise forms. They will also be able to publish these forms using an array of methods and use them to capture workflow data.

Skills Gained: This course will enable attendees to:

• Fill in an InfoPath Form
• Design and build new InfoPath Forms
• Publish forms using various methods, such as e-mail and form libraries
• Use InfoPath forms as part of a SharePoint workflow

Pre-requisites: A working knowledge of Microsoft Office and Microsoft Office SharePoint Server 2007 is required.

An Overview of InfoPath:

• Introduction to InfoPath
• Filling out an InfoPath form
• Distributing and receiving  forms using e-mail
• Merging forms with Microsoft Excel
• Exporting form data to the web using Forms Services
• Using Summary Forms
• Exporting a form as a PDF file

Designing Forms:

• Customising an InfoPath Templates
• Creating Custom forms
  - Format a Form
  - Customize Tables
  - Insert Graphic Objects
  - Create Optional and Repeating Sections
  - Merge Forms
• Create forms based on a backend database, XML File, XSD File, or Web Service

Building  a Form:

• Data Source creation
• Controls and how to Bind Controls
• Adding data validation
• Reusable Template Parts
• Using the Design Checker

Working with Views:

• Create Custom Views
• Modify a View
• Create a Print Version for a View
• Assign User Roles to a View

Calculations and Actions:

• Using a Calculated Field
• Setting Actions on Controls
• Using Conditional Formatting
• InfoPath Formulas

Publishing Forms to a Form Library:

• SharePoint Form Library features
• Publishing Options
• Working with Promoted Fields

Workflows:

• Using InfoPath forms in default SharePoint workflows
• Using InfoPath forms in custom SharePoint workflows

 
If you wish to contact BSG about your Microsoft Office SharePoint training requirements then please click here

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