Workshop Overview

Workshop: InfoPath 2007 Advanced

The participants will learn how to use the advanced features of InfoPath 2007. This workshop incorporates a hands-on approach to learning. They will get a chance to practice some of the basic features right on a computer. Taking the time to learn about the advanced features of InfoPath 2007 will increase their knowledge of information management.


This course will take a close look at InfoPath 2007 to give participants all the tools they will need to create, manage, and fill out forms. You will be amazed at how InfoPath 2007 can help an organization streamline its information flow!

InfoPath 2007 Advanced

Recommended Book

Workshop Objectives

  • Insert controls on a form template
  • Use file and picture controls
  • Understand Advanced and custom controls
  • Remove a control from a form template
  • Apply conditional formatting
  • Calculate fields
  • Validate form data
  • Import designs from Word or Excel
  • Understand how InfoPath uses XML Technologies
  • View and manage Add-ins
  • Understand form security
  • Publish to a SharePoint Site as a Content Type
  • Publish Browser capable forms
  • Publish Installable Form Template

Workshop Outline

Module One: Getting Started

  • Icebreaker
  • Housekeeping Items
  • The Parking Lot
  • Workshop Objectives

Module Two: Types of Controls

  • Insert Controls on a Form Template
  • Understanding Controls and the Data Source
  • Standard Controls
  • Repeating and Optional Controls
  • File and Picture Controls
  • Custom and Advanced Controls
  • Remove a Control from a Form Template

Module Three: Repeating and Optional Controls

  • Using Repeat Tables
  • Using Repeating Sections
  • Creating an Optional Section

Module Four: Actions

  • Creating an Action Based on User Input
  • Using Buttons to Switch Views
  • Applying Conditional Formatting
  • Calculating Fields
  • Validating Your Form Input Data

Module Five: Importing Form Designs

  • About Importing Designs from Other Applications
  • Importing Word Forms
  • Importing Excel Forms

Module Six: Advanced Topics

  • Cascading List Box
  • Merging Forms
Module Seven: Custom Task Panes

  • About Using a Custom Task Pane
  • Adding Resource Files to Your Form Template
  • Creating a Custom Task Pane

Module Eight: Understanding Code

  • About How InfoPath uses XML Technologies
  • InfoPath Form Events
  • Working with Data Connections
  • Using an Add-In

Module Nine: Publishing Forms

  • Understanding Form Security
  • Setting Form Template Security Level
  • Network Location
  • Hosting InfoPath Forms

Module Ten: SharePoint Integration

  • Form Libraries
  • Promoting Field Properties
  • Email Enabling Document Libraries
  • SharePoint Workflow

Module Eleven: Publishing Forms for Use with SharePoint

  • Publishing To a SharePoint Form Library
  • Publishing To a SharePoint Site as a Content Type
  • Browser Capable Forms
  • Installable Form Template

Module Twelve: Wrapping Up

  • Words from the Wise
  • Review of Parking Lot
  • Lessons Learned
  • Completion of Action Plans and Evaluations

Duration: 2 Days

Target Audience: All

For more information or to reserve your spot in this workshop, please Contact Us »