Introduction to Creating Forms in Microsoft InfoPath

Duration: 2 Days


This course introduces delegates to the key features of InfoPath. They will learn how to use InfoPath to gather and share information by creating and implementing XML-based forms. The combination of demonstrations, hands-on exercises and question and answer sessions during training will enable the delegates to build their product knowledge quickly and easily.


No previous experience in InfoPath is required.

Course includes

Follow-up telephone support and, for training on Transmedia premises, lunch and refreshments.

Course outline

Create InfoPath Forms

  • Explore the User Interface
  • Standard Controls
  • The Data Source
  • Draft a Form
  • Add a Data Validation Rule
  • Test a Form

Import and Export Form Data

  • Import Forms into InfoPath
  • Export Form Data to Excel
  • Export Form Data to the Web

Customise Form Layout

  • Format a Form
  • Conditional Formatting
  • Apply Rules
  • Customize Tables
  • Insert Graphic Objects
  • Create Optional and Repeating Sections
  • Merge Forms

Manage Views

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

Apply Security to Forms

  • Protect InfoPath Forms
  • Restrict Access to a Form
  • Set Security Zones

Distribute Forms

  • Publish a Form Template
  • Publish to Network Location
  • Publish a Form to Email Recipients
  • Troubleshoot Publishing Problems

Manage Controls

  • Data Source Concepts
  • Customise Controls
  • Bind Controls

Work with a Database

  • Develop a Form from a Database
  • Use InfoPath Forms to Add Records to a Database
  • Use InfoPath Forms to Query a Database
  • Populate Controls Using a Database

This course is available as a private or customised course. Contact us for further information and to customise this course to your exact requirements:

Phone us: 0208 269 4260Book Now

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