Designing Forms for Microsoft InfoPath 2010 Course ISI-1270
3 Days
Instructor-led, Hands on
Course Information This course is appropriate for those who have never used InfoPath before, as well as those who have worked with InfoPath 2003 and 2007. Using InfoPath Designer, learn how to build form templates with little or no code required. Users can open InfoPath Filler to fill out forms based on the form templates created.
At Course Completion Upon successful completion of this course, students will be able to:
Design form templates: create blank form templates, insert and customize controls, use advanced formatting, and construct and lay out views Work with data: start with XML data or schema, manually edit data sources, and understand design-time visuals Add custom business logic to forms, and integrate them with other applications Save, preview, and publish to e-mail, SharePoint, and more Build reusable components with template parts Create workflows with SharePoint and InfoPath E-Mail Forms Administer Forms Services and Web-enabled form templates Build advanced form templates using C# form code, custom controls, add-ins, and the InfoPath managed object model Design form templates using Visual Studio Tools for Office (VSTO) Update, secure, and optimize your form templates
Prerequisites 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). Approximately 1 month development experience with SharePoint 2007 or SharePoint 2010 and VS2010 creating code that interacts with the SharePoint Server-side APIs
Course Outline Module 1: Introduction to InfoPath 2010
What Is InfoPath?
Module 2: Basics of InfoPath Form Design Contact ISInc for more information at 916.920.1700 or by visiting our website at http://www.isinc.com
What Is a Form Template
Creating a New Blank Form Template
Designing the Layout of Your Form
Using Controls
Creating Multiple Views
Advanced Formatting
Module 3: Working with Data
Data Binding
Data Source Field and Group Properties
Manually Editing the Data Source
Advanced Data Binding
Editing Default Template Data
Module 4: Advanced Controls and Customization
Advanced Controls
Control Properties
Advanced Customizations
Module 5: Adding Logic without Code
Conditional Formatting
Data Validation
Action Rules
Quick Rules
Rule Inspector
Module 6: Retrieving Data from External Sources
Data Connections
XML Files
Databases
Web Services
SharePoint Libraries and Lists
Module 7: Extended Features of Data Connections Contact ISInc for more information at 916.920.1700 or by visiting our website at http://www.isinc.com
Extended Features of Web Services
Secondary Data Source Binding
Offline Mode Query Support
List Box Controls Connected to Secondary Data Sources
Module 8: Submitting Form Data
Why Submit?
Submitting Forms
ADO.NET DataSet Submit
Submit Options
Module 9: Saving and Publishing
Saving and Publishing a Form Template with InfoPath Designer
Saving Templates as Exported Source Files
Previewing Form Templates
Module 10: Building Reusable Components
Designing a New Template Part
Using a Template Part
Updating Template Parts
Customizing Existing Template Parts
Module 11: Security and Deployment
Introduction to InfoPath Security
InfoPath Security Levels
Trust and Designer Lockdown
Digital Signatures
Information Rights Management
Module 12: Creating Reports
Merging Forms
Printing
Contact ISInc for more information at 916.920.1700 or by visiting our website at http://www.isinc.com
Exporting Forms
Module 13: Workflow
User Roles
Workflow with InfoPath E-Mail Forms
Module 14: Introduction to Forms Services
What Is InfoPath in the Browser?
Installing and Configuring Forms Services
Publishing a Form Template to Forms Services
Getting Familiar with Browser Forms
Designing a Browser-Enabled Form Template
Getting Familiar with the Browser Form Experience
Data Connections
Filling Out Browser Forms
Mobile Support: Smart Phone and PDA
Module 15: Using Forms in SharePoint
SharePoint Integration
Customized List Forms
Filling Out a Form on a SharePoint Page
Connecting Web Parts
Workflow with Microsoft Office SharePoint Server 20010
Using InfoPath Forms with SharePoint Designer
Part II: Advanced Form Design Chapter 16. Writing Code in InfoPath Getting Started Writing Code Behind a Form The InfoPath Object Model Programming InfoPath . . . in Action! What’s Next?
Contact ISInc for more information at 916.920.1700 or by visiting our website at http://www.isinc.com
Chapter 17. Visual Studio Tools for Microsoft Office InfoPath 2010 Getting Started What Is VSTO? Bringing InfoPath into Visual Studio Installing VSTO Designing a Form Template with VSTO Previewing a Form in VSTO What’s Next? Chapter 18. Advanced Forms Services Getting Started Controls and Browser Optimizations Form Code SharePoint Integration Data Connections Performance Tips and Best Design Practices What’s Next? Chapter 19. Hosting InfoPath Getting Started Hosting Scenarios Document Information Panel Creating an InfoPath Host Application Hosting the InfoPath Form Control in a Web Browser
Contact ISInc for more information at 916.920.1700 or by visiting our website at http://www.isinc.com
What’s Next? Chapter 20. Building Custom Controls Using ActiveX Technologies Getting Started Installing and Using ActiveX Controls Building Custom Controls for InfoPath Using ActiveX What’s Next? Chapter 21. Add-ins Getting Started Introduction to COM Add-ins Building a COM Add-in for InfoPath Custom Task Panes Writing Add-ins and Custom Task Panes Using VSTO 2010 Managing InfoPath Add-ins What’s Next? Chapter 22. Importers and Exporters Getting Started Built-in Form Importers Creating Your Own Form Importers and Exporters Importing Form Data
Contact ISInc for more information at 916.920.1700 or by visiting our website at http://www.isinc.com
