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Module 1: An Overview of InfoPath

• Why use InfoPath to create forms
• Filling out Forms
• Shortcuts
• Emailing a Form
• Merging forms with Microsoft Excel
• Use Outlook to receive and fill out forms
• Fill out forms using a browser and form services
• Summary Forms
• Exporting Forms as PDFs

Module 2: Creating Forms

• Customize Templates
• Create forms from Scratch
• Create forms based on a backend database, XML File, XSD File, or Web Service

Module 3: Building a Form

• Data Source creation
• Controls
• Views
• Reusable Template Parts
• Design Checker

Module 4: Calculations and Actions

• Calculating Fields in InfoPath
• Actions on Controls
• Conditional Formatting
• An overview of Formulas

Module 5: Workflows

• Building Workflows in InfoPath
• Using SharePoint workflows in InfoPath
• MOSS Approval Workflow

Module 6: An overview of the Form Library

• Templates
• Checking In/Out forms
• Meta data
• Versioning
• Approval

Module 7: Publishing Forms to a Form Library

• Publishing Options
• File Types
• Promoting InfoPath Fields as Form Library columns
• Publishing to non-SharePoint locations

Archiving Forms

• Archiving forms as PDFs

Optional Module: Extending the Forms with Code

• Setting up MSE
• Trapping Events with script
• Visual Studio in InfoPath