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

"Staff were helpful and the course was relevant to my needs. A great course!"


"Absolutely top quality training and facilities."

National Museum of Wales

"I just wanted to let you know that I've managed to replicate the steps you showed me in FileMaker on my organisation's database and have managed to get my invoicing layouts to work perfectly. Thank you very much! I've also been able to use some of the other things you showed me to good effect too so the course has already helped enormously. Just thought you should know :-)"

Julian Support

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