InfoPath 2007 Advanced

Transcription

1 InfoPath 2007 Advanced Sample 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 United States International 73 Greentree Drive, Box # Provost Street Dover, Delaware New Glasgow, NS, Canada Toll-free: Phone: Fax: Fax: sales@corporatetrainingmaterials.com sales@corporatetrainingmaterials.com Any technical issues or questions can be addressed by our support team support@corporatetrainingmaterials.com Our Product Catalog contains our entire library of available and upcoming courses. Please follow this link: Review our License Agreement to answer any licensing questions you may have. Please follow this link:

2 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:... 9 Instructor Guide Sample Sample Module: Quick Reference Sheets Certificate of Completion PowerPoint Sample Full Course Table of Contents... 41

3 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 takehome 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 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.

4 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.

5 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 o o Use examples, case studies, and stories that are relevant to the group. Identify whether your participants are strangers or whether they work together. Tailor your approach appropriately. 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!

6 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.

7 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.

8 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.

9 A word of encouragement during a failure is worth more than an hour of praise after success. Anonymous 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.

10 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. Show the participants how 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 More Controls from the Insert menu to display the Controls task pane. 3. Select Repeating Table from the Controls task pane.

11 4. Enter the Number of columns to include in the table and select OK. 5. The repeating table includes a text box in each column. Notice when you preview the form, the command at the bottom of the table.

12 Show the participants the Repeating Table Properties dialog box.

13 Using Repeating Sections Show the participants how 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 task pane.

14 3. Add controls to the section by dragging them from the Controls task pane into the repeating section. Add labels to the controls by typing text above the controls. Here is a preview of the form.

15 Creating an Optional Section Show the participants how to insert an optional section. Use the following procedure. 1. Place the cursor where you want to include the repeating section on the form template. 2. Select Optional Section from the Controls task pane.

16 3. Add controls to the section by dragging them from the Controls task pane into the optional section. Add labels to the controls by typing text above the controls. Here is a preview of the form.

17 Show the participants how to change the hint text for an optional section. Use the following procedure. 1. Double-click the optional section to open the Section properties dialog box. 2. Make sure the Show insert button and hint text box is checked. Enter the new hint text. 3. Select OK. Show the participants how to show an optional section on the form by default. Use the following procedure. 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.

18 Sample Module: 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 task pane is Repeating Section located? a) Controls 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

19 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.

20 A word of encouragement during a failure is worth more than an hour of praise after success. Anonymous 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.

21 Using Repeat Tables Estimated Time 10 minutes Topic Objective To learn how to use repeating tables in InfoPath Topic Summary Materials Required Recommended Activity Stories to Share Delivery Tips Review Questions When you want form users to enter information into a table, use a repeating table to 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. InfoPath 2007 A blank form template Discuss the parts of a repeating table. Have the participants insert a repeating table and view the results by previewing the form. 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. 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. How do you insert a repeating table?

22 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. Show the participants how to insert a repeating table. Use the following procedure. 6. Place your cursor where you want to insert the control on the form. 7. Select More Controls from the Insert menu to display the Controls task pane. 8. Select Repeating Table from the Controls task pane.

23 9. Enter the Number of columns to include in the table and select OK. 10. The repeating table includes a text box in each column. Notice when you preview the form, the command at the bottom of the table.

24 Show the participants the Repeating Table Properties dialog box.

25 Using Repeating Sections Estimated Time 10 minutes Topic Objective To learn how to use repeating sections in InfoPath Topic Summary Materials Required Recommended Activity 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. InfoPath 2007 A blank form template 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. Use repeating sections on a sales report form template to collect sales objectives from your sales team. Stories to Share Delivery Tips Review Questions 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. 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. How do you insert a repeating section?

26 Show the participants how 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 task pane.

27 6. Add controls to the section by dragging them from the Controls task pane into the repeating section. Add labels to the controls by typing text above the controls. Here is a preview of the form.

28 Creating an Optional Section Estimated Time 10 minutes Topic Objective To learn how to create an optional section in InfoPath Topic Summary Materials Required Recommended Activity Stories to Share Delivery Tips Review Questions 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. InfoPath 2007 A blank form template Have the participants insert an optional section and preview the results. If a user removes an optional section after filling it out, the data in that section is lost, not hidden. 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. How do you insert an optional section? How do you change the hint text for an optional section?

29 Show the participants how to insert an optional section. Use the following procedure. 4. Place the cursor where you want to include the repeating section on the form template. 5. Select Optional Section from the Controls task pane.

30 6. Add controls to the section by dragging them from the Controls task pane into the optional section. Add labels to the controls by typing text above the controls. Here is a preview of the form.

31 Show the participants how to change the hint text for an optional section. Use the following procedure. 4. Double-click the optional section to open the Section properties dialog box. 5. Make sure the Show insert button and hint text box is checked. Enter the new hint text. 6. Select OK. Show the participants how to show an optional section on the form by default. Use the following procedure. 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.

32 Sample Module: 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 task pane is Repeating Section located? a) Controls 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

33 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.

34 InfoPath 2007 Advanced Standard Controls Text box This control allows users to enter any type of unformatted text. Rich text box Contain formatted text, including bold and italic text, and a variety of fonts, font sizes, and font colors. Drop-down list box This control presents users with a list of choices, which can come from a list that you create manually, or from a data connection. Combo box This control is just like the drop-down list box, but it also allows the user to enter their entry. List box This control differs slightly from the drop-down list box in that the users can select more than one option. Date picker This control allows users to enter a date or select one from a calendar. Check box This control allows users to check or clear a box to set yes/no or true/false values. Option button This control lets users select from a set of mutually exclusive choices. Each option button saves a different value in that field in the data source. Calculating Fields 1. Double-click the control or field where you want the formula to open the Properties dialog box. 2. On the Data tab, select the Insert Formula icon. 3. In the Insert Formula dialog box, select Insert Field or Group to use user-entered data in your formula. 4. Select the field you want to use. 5. Select OK. 6. Insert your values, operators, expressions, or functions. If your formula uses the division operator, make sure to include a space before and after the division operator. 7. Select Verify Formula in the Insert Formula dialog box to check your work. Button This control can be used to perform an action or activate a rule or custom code. Section A container for other any of the other controls on the Controls task pane, including other sections. File and Picture Controls File attachment This control allows users to attach one file to the form. You can restrict the file type. 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. Ink picture This control allows users with a Tablet PC to add ink drawings to their forms, either within the control itself or on top of a background picture. Corporate Training Materials,

35 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.

36 CERTIFICATE OF COMPLETION [Name] Has mastered the course InfoPath 2007 Advanced Awarded this day of, 20 Presenter Name and Title

37 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.

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41 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 Action Plans and Evaluations Module Two: Types of Controls Insert Controls on a Form Template Understanding Controls and the Data Source Standard Controls Repeating and Optional Controls File and Picture Controls Custom and Advanced Controls Remove a Control from a Form Template Module Two: Review Questions Module Three: Repeating and Optional Controls Using Repeat Tables Using Repeating Sections Creating an Optional Section... 34

42 Module Three: Review Questions Module Four: Actions Creating an Action Based on User Input Using Buttons to Switch Views Applying Conditional Formatting Calculating Fields Validating Your Form Input Data Module Four: Review Questions Module Five: Importing Form Designs About Importing Designs from Other Applications Importing Word Forms Importing Excel Forms Module Five: Review Questions Module Six: Advanced Topics Cascading List Box Merging Forms Module Six: Review Questions Module Seven: Custom Task Panes About Using a Custom Task Pane Adding Resource Files to Your Form Template Creating a Custom Task Pane Module Seven: Review Questions Module Eight: Understanding Code About How InfoPath uses XML Technologies InfoPath Form Events Working with Data Connections... 96

43 Using an Add-In Module Eight: Review Questions Module Nine: Publishing Forms Understanding Form Security Setting Form Template Security Level Network Location Hosting InfoPath Forms Module Nine: Review Questions Module Ten: SharePoint Integration Form Libraries Promoting Field Properties Enabling Document Libraries SharePoint Workflow Module Ten: Review Questions Module Eleven: Publishing Forms for Use with SharePoint Publishing To a SharePoint Form Library Publishing To a SharePoint Site as a Content Type Browser Capable Forms Installable Form Template Module Eleven: Review Questions Module Twelve: Wrapping Up Words from the Wise Parking Lot Action Plans and Evaluations