About this Course

Tech Type Specialist
Code QAIP07L1
Duration 1 Day

The goal of this course is to provide you with the knowledge required to design and publish forms for users to fill in. The course emphasises hands-on experience, with a series of self-guided exercises integrated into the training.

You will discover how InfoPath forms are constructed and be given a clear plan on how to create templates. You will be shown how to design and create complete forms to support your business needs. You will implement data integrity and rules into forms to manage data entry, and publish InfoPath forms to e-mail, network locations and SharePoint sites.

Target Audience:

This course is aimed at end users with no previous experience in programming who have a need to design forms. These forms may be used to communicate information or to generate and promote business workflow.


  • A basic understanding of Windows XP or Windows Vista
  • Experience using Internet Explorer or an equivalent browser
  • A basic knowledge of core Microsoft Office applications (Word, Excel, Outlook)

Delegates will learn how to

At the end of this course you will be able to:

  • Understand how XML is used within InfoPath forms
  • Design form templates using page designs and table layouts
  • Add and configure controls to store information
  • Modify the data integrity of controls to make them mandatory
  • Format form design templates using font formatting, styles and themes
  • Publish forms to various locations including SharePoint sites


Lesson 1: Understanding InfoPath

  • What is InfoPath?
  • InfoPath User Interface
  • Understanding InfoPath Files
  • Working with Form Templates

Lesson 2: Designing Forms

  • Planning a Form Template
  • Importing a Form
  • Formatting a Form
  • Inserting Graphic Objects

Lesson 3: Form Controls

  • Control Types
  • Working with Controls
  • Binding
  • Section Controls
  • Managing Control Properties
  • Conditional Formatting
  • Working with Hyperlinks

Lesson 4: Managing Data Source

  • The Data Source
  • Basic Data Integrity
  • Data Validation
  • Formulas
  • Testing a Form Design

Lesson 5: Managing Views

  • Working with Views
  • Creating a Print Version for a View

Lesson 6: Publishing Forms

  • Understanding Publishing
  • Distributing a Form Template
  • Modifying a Published Form

Specialist Course

1 Day

Microsoft Office
Delivery Method

Delivery method

Classroom / Attend from Anywhere

Receive classroom training at one of our nationwide training centres, or attend remotely via web access from anywhere.

Find dates and prices

Online booking is currently not available for this course, to find out more please call us on 0113 220 7150 or email us at info@qa.com to discuss how we can help.

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