InfoPath 2016 Training


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Course Outline

In this Microsoft InfoPath 2016 training class, you will learn how to use InfoPath to gather and share information by creating and implementing XML-based forms.

This course is targeted for persons with web design experience, form administrators, information coordinators, and Microsoft Office system power users who need to gather, reuse, distribute, and collaborate using XML-based forms.

This outline is subject to change.

  1. Creating InfoPath Forms
    1. Explore the InfoPath 2016 Interface
    2. Draft a Form
    3. Add Data Validation Rules
    4. Test a Form
  2. Importing and Exporting Forms
    1. Import Form Data Using InfoPath Designer
    2. Export Form Data to Excel Using InfoPath Filler
    3. Export Form Data to the Web Using InfoPath Filler
  3. Customizing Form Layouts
    1. Customize Tables
    2. Format a Form
    3. Insert Graphical Objects
    4. Create Sections
    5. Merge Forms
  4. Managing Views
    1. Create Custom Views
    2. Assign User Roles to a View
  5. Applying Security to Forms
    1. Protect InfoPath Forms
    2. Restrict Access to a Form
    3. Set Security Zones
  6. Distributing Forms
    1. Publish a Form
    2. Publish a Form to Email Recipients
    3. Troubleshoot Publishing Problems
  7. Managing Controls
    1. Describe Data Source Concepts
    2. Customize Controls
    3. Bind Controls
  8. Working with a Database
    1. Develop a Form from a Database
    2. Use InfoPath Forms to Add Records to a Database
    3. Use InfoPath Forms to Query a Database
    4. Populate Form Controls from a Database

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