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InfoPath 2010 Advanced
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Corporate Training Materials All of our training products are fully customizable and are perfect for one day and half day workshops. You can easily update or insert your own content to make the training more relevant to participants. Our material is completely customizable and is backed up by a 90 day 100% no questions asked money back guarantee!
With our training courseware you are able to: • Add your name and logo (and remove ours). • Add your own content to make the training more relevant to your clients (i.e. using
examples and case studies from within your organization or city) • Train unlimited users within your organization. • No Annual Renewal Fees • Download training material on your time from our secure servers
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TABLE OF CONTENTS Preface .............................................................................................................................................. 3
What is Courseware? ................................................................................................................................ 3
How Do I Customize My Course? .............................................................................................................. 3
Materials Required ................................................................................................................................... 4
Maximizing Your Training Power .............................................................................................................. 5
Icebreakers ........................................................................................................................................ 6
Icebreaker: Friends Indeed ........................................................................................................................ 7
Training Manual Sample ..................................................................................................................... 8
Sample Module: Repeating and Optional Controls .................................................................................. 9
Instructor Guide Sample ................................................................................................................... 19
Sample Module: Repeating and Optional Controls ................................................................................ 20
Quick Reference Sheets .................................................................................................................... 33
Certificate of Completion ................................................................................................................. 35
PowerPoint Sample .......................................................................................................................... 37
Full Course Table of Contents ........................................................................................................... 41
Preface
What is Courseware? Welcome to Corporate Training Materials, a completely new training experience!
Our courseware packages offer you top-quality training materials that are customizable, user-friendly, educational, and fun. We provide your materials, materials for the student, PowerPoint slides, and a take-home reference sheet for the student. You simply need to prepare and train!
Best of all, our courseware packages are created in Microsoft Office and can be opened using any version of Word and PowerPoint. (Most other word processing and presentation programs support these formats, too.) This means that you can customize the content, add your logo, change the color scheme, and easily print and e-mail training materials.
How Do I Customize My Course? Customizing your course is easy. To edit text, just click and type as you would with any document. This is particularly convenient if you want to add customized statistics for your region, special examples for your participants’ industry, or additional information. You can, of course, also use all of your word processor’s other features, including text formatting and editing tools (such as cutting and pasting).
To remove modules, simply select the text and press Delete on your keyboard. Then, navigate to the Table of Contents, right-click, and click Update Field. You may see a dialog box; if so, click “Update entire table” and press OK.
(You will also want to perform this step if you add modules or move them around.)
If you want to change the way text looks, you can format any piece of text any way you want. However, to make it easy, we have used styles so that you can update all the text at once.
If you are using Word 97 to 2003, start by clicking the Format menu followed by Styles and Formatting. In Word 2007 and 2010 under the Home tab, right-click on your chosen style and click Modify. That will then produce the Modify Style options window where you can set your preferred style options.
For example, if we wanted to change our Heading 1 style, used for Module Titles, this is what we would do:
Now, we can change our formatting and it will apply to all the headings in the document.
For more information on making Word work for you, please refer to Word 2007 or 2010 Essentials by Corporate Training Materials.
Materials Required All of our courses use flip chart paper and markers extensively. (If you prefer, you can use a whiteboard or chalkboard instead.)
We recommend that each participant have a copy of the Training Manual, and that you review each module before training to ensure you have any special materials required. Worksheets and handouts are included within a separate activities folder and can be reproduced and used where indicated. If you would like to save paper, these worksheets are easily transferrable to a flip chart paper format, instead of having individual worksheets.
We recommend these additional materials for all workshops:
• Laptop with projector, for PowerPoint slides
• Quick Reference Sheets for students to take home
• Timer or watch (separate from your laptop)
• Masking tape
• Blank paper
Maximizing Your Training Power We have just one more thing for you before you get started. Our company is built for trainers, by trainers, so we thought we would share some of our tips with you, to help you create an engaging, unforgettable experience for your participants.
• Make it customized. By tailoring each course to your participants, you will find that your results will increase a thousand-fold.
o Use examples, case studies, and stories that are relevant to the group.
o Identify whether your participants are strangers or whether they work together. Tailor your approach appropriately.
o Different people learn in different ways, so use different types of activities to balance it all out. (For example, some people learn by reading, while others learn by talking about it, while still others need a hands-on approach. For more information, we suggest Experiential Learning by David Kolb.)
• Make it fun and interactive. Most people do not enjoy sitting and listening to someone else talk for hours at a time. Make use of the tips in this book and your own experience to keep your participants engaged. Mix up the activities to include individual work, small group work, large group discussions, and mini-lectures.
• Make it relevant. Participants are much more receptive to learning if they understand why they are learning it and how they can apply it in their daily lives. Most importantly, they want to know how it will benefit them and make their lives easier. Take every opportunity to tie what you are teaching back to real life.
• Keep an open mind. Many trainers find that they learn something each time they teach a workshop. If you go into a training session with that attitude, you will find that there can be an amazing two-way flow of information between the trainer and trainees. Enjoy it, learn from it, and make the most of it in your workshops.
And now, time for the training!
Icebreakers
Each course is provided with a wide range of interactive Icebreakers. The trainer can utilize an Icebreaker to help facilitate the beginning of the course, as it helps “break the ice” with the participants. If the participants are new to each other, an icebreaker is a great way to introduce everyone to each other. If the participants all know each other it can still help loosen up the room and begin the training session on positive note. Below you will see one of the icebreakers that can be utilized from the Icebreakers folder.
Icebreaker: Friends Indeed
Purpose
Have the participants moving around and help to make introductions to each other.
Materials Required
• Name card for each person • Markers
Preparation
Have participants fill out their name card. Then, ask participants to stand in a circle, shoulder to shoulder. They should place their name card at their feet. Then they can take a step back. You as the facilitator should take the place in the center of the circle.
Activity
Explain that there is one less place than people in the group, as you are in the middle and will be participating. You will call out a statement that applies to you, and anyone to whom that statement applies must find another place in the circle.
Examples:
• Friends who have cats at home • Friends who are wearing blue • Friends who don’t like ice cream
The odd person out must stand in the center and make a statement.
The rules:
• You cannot move immediately to your left or right, or back to your place. • Let’s be adults: no kicking, punching, body-checking, etc.
Play a few rounds until everyone has had a chance to move around.
Training Manual Sample
On the following pages is a sample module from our Training Manual. Each of our courses contains twelve modules with three to five lessons per module. It is in the same format and contains the same material as the Instructor Guide, which is then shown after the Training Manual sample, but does not contain the Lesson Plans box which assists the trainer during facilitation.
The Training Manual can be easily updated, edited, or customized to add your business name and company logo or that of your clients. It provides each participant with a copy of the material where they can follow along with the instructor.
Sample Module: Repeating and Optional Controls In this module, you’ll learn how to use repeating tables and sections. Repeating tables and sections allow you to create containers for information, without having to take too much extra space on your form template. Your form users can enter or view as much information as needed. You’ll also learn about optional sections.
A word of encouragement during a failure is worth more than an hour of praise after success.
Anonymous
Using Repeat Tables
A repeating table consists of three parts.
• The Header Row can include your column headings.
• The Data Row is the row that repeats in the form as many times as is necessary.
• The Footer Row can be used to add text boxes or expression boxes that sum the values in a column.
To insert a repeating table, use the following procedure.
1. Place your cursor where you want to insert the control on the form. 2. Select Repeating Table from the Controls group on the Home tab of the Ribbon.
3. Enter the Number of columns to include in the table and select OK.
4. The repeating table includes a text box in each column.
Notice when you preview the form, the command at the bottom of the table.
Accessing the Repeating Table Properties dialog box.
1. Select the Repeating Table. 2. Select the Control Tools Properties tab from the Ribbon. 3. Select Control Properties.
Using Repeating Sections
To insert a repeating section, use the following procedure.
1. Place the cursor where you want to include the repeating section on the form template. 2. Select Repeating Section from the Controls group on the Home tab of the Ribbon.
3. Add controls to the section by selecting them from the Controls group into the repeating section. Add labels to the controls by typing text above the controls.
Here is a preview of the form.
Creating an Optional Section
Use the following procedure to insert an optional section.
1. Place the cursor where you want to include the repeating section on the form template. 2. Select Optional Section from the Controls group on the Home tab of the Ribbon.
3. Add controls to the section by selecting them from the Controls group into the optional section. Add labels to the controls by typing text above the controls.
Here is a preview of the form.
To change the hint text for an optional section, use the following procedure.
1. Select the optional section on the form template. 2. Select the Control Tools Properties tab from the Ribbon. 3. Select the Control Properties option to open the Section properties dialog box.
4. Make sure the Show insert button and hint text box is checked. Enter the new hint text. 5. Select OK.
You can also show an optional section on the form by default.
1. On the Section Properties dialog box, select the Include the section in the form by default option.
2. Check the Allow users to delete the section box if applicable. 3. Select OK.
Sample Module Three: Review Questions
1. A repeating table consists of three parts; the Header row, the Data row and the ________ row?
a) Section b) Text c) Footer d) Information
2. Under what control group is Repeating Section located?
a) Containers b) Input c) Object d) Custom
3. Are you able to change the hint text on an optional control after it has been inserted?
a) Yes b) No
Instructor Guide Sample
On the following pages is a sample module from our Instructor Guide. It provides the instructor with a copy of the material and a Lesson Plans box. Each Instructor Guide and Training Manual mirrors each other in terms of the content. They differ in that the Instructor Guide is customized towards the trainer, and Training Manual is customized for the participant.
The key benefit for the trainer is the Lesson Plan box. It provides a standardized set of tools to assist the instructor train that particular lesson. The Lesson Plan box gives an estimated time to complete the lesson, any materials that are needed for the lesson, recommended activities, and additional points to assist in delivering the lessons such as Stories to Share and Delivery Tips.
Sample Module: Repeating and Optional Controls In this module, you’ll learn how to use repeating tables and sections. Repeating tables and sections allow you to create containers for information, without having to take too much extra space on your form template. Your form users can enter or view as much information as needed. You’ll also learn about optional sections.
A word of encouragement during a failure is worth more than an hour of praise after success.
Anonymous
Using Repeat Tables
Estimated Time 10 minutes
Topic Objective To learn how to use repeating tables in InfoPath 2010.
Topic Summary
When you want form users to enter information into a table, use a repeating table in your form template. Repeat tables usually display one row, but can also include a header and footer. The users can insert additional rows as they need them. When your table is connected to an external data source, a repeating table can automatically display multiple records on the form.
Materials Required • InfoPath 2010 • The form template from the previous module
Recommended Activity Discuss the parts of a repeating table. Have the participants insert a repeating table and view the results by previewing the form.
Stories to Share Repeating tables automatically have text box controls in each column. You can change them to a different type of control using the right-click context menu.
Delivery Tips
The Repeating Table Properties dialog box controls whether your table includes header rows and/or footer rows. To open the Repeating Table Properties dialog box, select Repeating Table Properties from the Table menu.
Review Questions How do you insert a repeating table?
A repeating table consists of three parts.
• The Header Row can include your column headings.
• The Data Row is the row that repeats in the form as many times as is necessary.
• The Footer Row can be used to add text boxes or expression boxes that sum the values in a column.
To insert a repeating table, use the following procedure.
5. Place your cursor where you want to insert the control on the form. 6. Select Repeating Table from the Controls group on the Home tab of the Ribbon.
7. Enter the Number of columns to include in the table and select OK.
8. The repeating table includes a text box in each column.
Notice when you preview the form, the command at the bottom of the table.
Accessing the Repeating Table Properties dialog box.
4. Select the Repeating Table. 5. Select the Control Tools Properties tab from the Ribbon. 6. Select Control Properties.
Using Repeating Sections
Estimated Time 10 minutes
Topic Objective To learn how to use repeating sections in InfoPath 2010.
Topic Summary
When you want to give form users the opportunity to enter multiple instances of the same types of data, you can use repeating sections. Repeating sections work like a container. You must insert other controls into the section to make it useful.
Materials Required • InfoPath 2010 • The form template from the previous topic
Recommended Activity Discuss the parts of a repeating section. Have the participants insert a repeating section with a few controls and preview the form to see the results.
Stories to Share
Use repeating sections on a sales report form template to collect sales objectives from your sales team.
Use repeating sections to display matching records in a query of a connected database. The user only sees the number of sections that match.
Repeating sections allow you to avoid empty placeholder areas that may take critical space on your form, such as an area for dependent information on an insurance application. You only need to place the container on the form once. However, users can keep entering information to report all of their dependents.
Delivery Tips If you move a control that is already on the form template into the section, when the control's field is not already part of the section's group in the data source, the binding for the control may break.
Review Questions How do you insert a repeating section?
To insert a repeating section, use the following procedure.
4. Place the cursor where you want to include the repeating section on the form template. 5. Select Repeating Section from the Controls group on the Home tab of the Ribbon.
6. Add controls to the section by selecting them from the Controls group into the repeating section. Add labels to the controls by typing text above the controls.
Here is a preview of the form.
Creating an Optional Section
Estimated Time 10 minutes
Topic Objective To learn how to create an optional section in InfoPath 2010.
Topic Summary
An optional section allows you to offer users the choice to fill out a particular section of the form. For example, a status report form template could include an optional Notes section. Users can leave the section hidden or insert it and add the appropriate information.
Materials Required • InfoPath 2010 • The form template from the previous topic
Recommended Activity Have the participants insert an optional section and preview the results.
Stories to Share If a user removes an optional section after filling it out, the data in that section is lost, not hidden.
Delivery Tips
Just like with repeating sections, optional sections are just containers for the controls that make it useful.
The default for an optional section is to keep it hidden. You can change the preferences to show the section by default instead.
Review Questions How do you insert an optional section? How do you change the hint text for an optional section?
Use the following procedure to insert an optional section.
4. Place the cursor where you want to include the repeating section on the form template. 5. Select Optional Section from the Controls group on the Home tab of the Ribbon.
6. Add controls to the section by selecting them from the Controls group into the optional section. Add labels to the controls by typing text above the controls.
Here is a preview of the form.
To change the hint text for an optional section, use the following procedure.
6. Select the optional section on the form template. 7. Select the Control Tools Properties tab from the Ribbon. 8. Select the Control Properties option to open the Section properties dialog box.
9. Make sure the Show insert button and hint text box is checked. Enter the new hint text. 10. Select OK.
You can also show an optional section on the form by default.
4. On the Section Properties dialog box, select the Include the section in the form by default option.
5. Check the Allow users to delete the section box if applicable. 6. Select OK.
Sample Module Three: Review Questions
1. A repeating table consists of three parts; the Header row, the Data row and the ________ row?
a) Section b) Text c) Footer d) Information
2. Under what control group is Repeating Section located?
a) Containers b) Input c) Object d) Custom
3. Are you able to change the hint text on an optional control after it has been inserted?
a) Yes b) No
Quick Reference Sheets
Below is an example of our Quick reference Sheets. They are used to provide the participants with a quick way to reference the material after the course has been completed. They can be customized by the trainer to provide the material deemed the most important. They are a way the participants can look back and reference the material at a later date.
They are also very useful as a take-away from the workshop when branded. When a participant leaves with a Quick Reference Sheet it provides a great way to promote future business.
Object Controls
• Button – This control can be used to perform an action or activate a rule or custom code.
• Picture button – This control works the same as the Button control, but you can use a picture as the button interface.
• Calculated Value – This control displays read-only text or the value of another control on the form. It can also be used to create formulas based on XPath expressions.
• File attachment – This control allows users to attach one file to the form.
• Picture – You can include this control as a static element on your form, such as a title or a background, or you can allow users to insert a picture as part of the form.
• Hyperlink – This control links to a URL either on an Intranet or the Internet.
Containers Controls
• Section – This control is a container for other any of the other controls, including other sections.
• Optional section – This control is a container for other controls that can be displayed optionally. It is useful for including extra information that is not necessary for all users to fill out.
• Repeating section – This control is a container for other controls that can add additional occurrences of the information in the section. It is useful for presenting record-based data.
• Repeating table – This control displays repeating information in a tabular structure and can contain other controls..
• Choice Group – This control allows the user to choose which section to include in the form, such as a home address or work address.
• Choice section – This control contains other controls and that should always appear inside choice groups or repeating choice groups. If you insert a choice section anywhere other than in a choice group, InfoPath automatically inserts the choice section inside a new choice group.
Custom Controls
• Template part – This is a customized set of controls, including the layout, property settings, and some aspects of control behavior, which can be saved for reuse in multiple form templates. After creating a template part, you use the Add Custom Control Wizard to import the template part into design mode so that you can use it in your form template.
• ActiveX control – You can choose from existing ActiveX controls that are registered on your computer, or use custom controls that you develop to meet your specific business needs and add them to the Controls task pane. After creating or locating an ActiveX control, you use the Add Custom Control Wizard to import the control into design mode so that you can use it in your form template.
InfoPath 2010 Advanced
www.corporatetrainingmaterials.com © Corporate Training Materials, 2011
Certificate of Completion
Every course comes with a Certificate of Completion where the participants can be recognized for completing the course. It provides a record of their attendance and to be recognized for their participation in the workshop.
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PowerPoint Sample
Below you will find the PowerPoint sample. The slides are based on and created from the Training Manual. PowerPoint slides are a great tool to use during the facilitation of the material; they help to focus on the important points of information presented during the training.
Full Course Table of Contents
Preface .............................................................................................................................................. 4
What is Courseware? ................................................................................................................................ 4
How Do I Customize My Course? .............................................................................................................. 4
Materials Required ................................................................................................................................... 6
Maximizing Your Training Power .............................................................................................................. 6
Module One: Getting Started ............................................................................................................. 8
Housekeeping Items.................................................................................................................................. 8
The Parking Lot ......................................................................................................................................... 9
Workshop Objectives ................................................................................................................................ 9
Pre-Assignment Review .......................................................................................................................... 10
Action Plans and Evaluations .................................................................................................................. 10
Module Two: Types of Controls ........................................................................................................ 11
Insert Controls on a Form Template ....................................................................................................... 11
Understanding Controls and the Data Source ........................................................................................ 14
Input Controls ......................................................................................................................................... 15
Object Controls ....................................................................................................................................... 18
Container Controls .................................................................................................................................. 19
Custom Controls ...................................................................................................................................... 20
Remove a Control from a Form Template .............................................................................................. 21
Module Two: Review Questions .............................................................................................................. 23
Module Three: Repeating and Optional Controls .............................................................................. 25
Using Repeat Tables ............................................................................................................................... 25
Using Repeating Sections ....................................................................................................................... 28
Creating an Optional Section .................................................................................................................. 31
Module Three: Review Questions ........................................................................................................... 35
Module Four: Control Tool Properties and Table Tools Tabs .............................................................. 36
Control Tool Properties Tabs .................................................................................................................. 36
Using the Control Properties Dialog Box ................................................................................................ 38
Table Tools Tab ....................................................................................................................................... 41
Module Four: Review Questions ............................................................................................................. 43
Module Five: Actions ....................................................................................................................... 44
Creating an Action Based on User Input ................................................................................................. 44
Using Buttons to Switch Views ............................................................................................................... 46
Applying Conditional Formatting ............................................................................................................ 49
Calculating Fields .................................................................................................................................... 51
Validating Your Form Input Data ............................................................................................................ 53
Module Five: Review Questions .............................................................................................................. 57
Module Six: Importing Form Designs ................................................................................................ 58
Importing Designs from Other Applications ........................................................................................... 58
Importing Word Forms ........................................................................................................................... 63
Importing Excel Forms ............................................................................................................................ 68
Module Six: Review Questions ................................................................................................................ 72
Module Seven: Advanced Topics ...................................................................................................... 73
Cascading List Box .................................................................................................................................. 73
Merging Forms ....................................................................................................................................... 85
Adding Resource Files to Your Form Template ....................................................................................... 90
Module Seven: Review Questions ........................................................................................................... 92
Module Eight: Understanding Code .................................................................................................. 93
How InfoPath uses XML Technologies .................................................................................................... 93
InfoPath Form Events.............................................................................................................................. 95
Working with Data Connections ............................................................................................................. 96
Using an Add-In ...................................................................................................................................... 98
The Developer Tab ................................................................................................................................ 100
Module Eight: Review Questions .......................................................................................................... 101
Module Nine: Publishing Forms ...................................................................................................... 102
Understanding Form Security ............................................................................................................... 102
Setting Form Template Security Level .................................................................................................. 105
Network Location.................................................................................................................................. 106
Hosting InfoPath Forms ........................................................................................................................ 111
Module Nine: Review Questions ........................................................................................................... 112
Module Ten: SharePoint Integration ............................................................................................... 113
Form Libraries ....................................................................................................................................... 113
Promoting Field Properties ................................................................................................................... 114
Email Enabling Document Libraries ...................................................................................................... 116
SharePoint Workflow ............................................................................................................................ 117
Module Ten: Review Questions ............................................................................................................ 119
Module Eleven: Publishing Forms for Use with SharePoint .............................................................. 120
Publishing To a SharePoint Form Library .............................................................................................. 120
Publishing To a SharePoint Site as a Content Type ............................................................................... 122
Browser Capable Forms ........................................................................................................................ 123
Installable Form Template .................................................................................................................... 125
Module Eleven: Review Questions ........................................................................................................ 126
Module Twelve: Wrapping Up ........................................................................................................ 127
Words from the Wise ............................................................................................................................ 127
