Microsoft InfoPath 2007

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Information is a key to the success of any organization. Gathering and sharing information within your organization, with clients and customers alike, can also be an important task. Microsoft® Office InfoPath® 2007: Creating InfoPath Forms is a product that gathers and shares information. In this course, you will use InfoPath to streamline the process of gathering and sharing information.

You will learn how to use InfoPath to gather and share information by creating and implementing XML-based forms.

Intended Audience

Persons with web design experience, forms administrators, information coordinators, Microsoft Office system power users who need to gather, reuse, distribute, and collaborate using XML-based forms.

At Completion

  • create InfoPath forms.
  • import and export form data.
  • customize form layout.
  • manage views.
  • secure the forms.
  • distribute forms.
  • manage controls.
  • work with databases


Students taking this class should have proficiency in Microsoft Office products, concentrating in forms development and experience working in a tagged environment (such as, HTML or FrameMaker with SGML).

Exams & Certifications



Course Outline

Lesson 1: Creating InfoPath Forms

Topic 1A: Explore the User Interface
Topic 1B: Draft a Form
Topic 1C: Add a Data Validation Rule
Topic 1D: Test a Form

Lesson 2: Importing and Exporting Form Data

Topic 2A: Import Forms into InfoPath
Topic 2B: Export Form Data to Excel
Topic 2C: Export Form Data to the Web

Lesson 3: Customizing Form Layout

Topic 3A: Format a Form
Topic 3B: Customize Tables
Topic 3C: Insert Graphic Objects
Topic 3D: Create Optional and Repeating Sections
Topic 3E: Merge Forms

Lesson 4: Managing Views

Topic 4A: Create Custom Views
Topic 4B: Modify a View
Topic 4C: Create a Print Version for a View
Topic 4D: Assign User Roles to a View

Lesson 5: Applying Security to Forms

Topic 5A: Protect InfoPath Forms
Topic 5B: Restrict Access to a Form
Topic 5C: Set Security Zones

Lesson 6: Distributing Forms

Topic 6A: Publish a Form Template
Topic 6B: Publish a Form to Email Recipients
Topic 6C: Troubleshoot Publishing Problems

Lesson 7: Managing Controls

Topic 7A: Data Source Concepts
Topic 7B: Customize Controls
Topic 7C: Bind Controls

Lesson 8: Working with a Database

Topic 8A: Develop a Form from a Database
Topic 8B: Use InfoPath Forms to Add Records to a Database
Topic 8C: Use InfoPath Forms to Query a Database
Topic 8D: Populate Controls Using a Database



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