A qForm-based solution allows the user to save a template file which can then be used as a starting point for future document entries. For illustration purposes we will use the unmodified QdCatalogBase.xsn that comes with the DBXL v2.2 installation.
Prepare the Document Type Configuration
1. Open the DBXL Administration Tool (DAT) and click on New Configuration.
2. In the InfoPath Form Template table, click on Click here to attach a file.
3. Attach the QdCatalogBase.xsn form, located in C:\Inetpub\wwwroot\QdabraWebService\install in default installations.
4. Enter a Name in the Document Type Details table and click Save. Click OK in the confirmation dialog.
Fill out the template
5. Click on the Open link under the File Attachment Control.
6. Click on the + Add Document button.
7. Enter any desired values into the Name, Author and Description fields.
8. Click on the Save As Template button in the taskpane.
9. Click Close to return to the Catalog view.
Fill out a new form based on the template
10. When you are returned to the Catalog View, no documents will show. You will need to use the taskpane section called Advanced to select Templates in order to show the template just created in Step 9.
11. There are two icons next to each template. We will click the first icon to create a new Normal document based on this template.
12. Modify the Name, Author or Description field, and then click on the Save button in the taskpane. Note that the DocID field will be updated to a new number, indicating that a new document has been saved.
13. Click Close to return to the Catalog view.
14. In the taskpane, select Normal Documents in the Advanced section. You will see the document you have saved in Step 12.
Modify the template
15. Click on Templates in the Advanced section to once again list the template.
16. In order to modify the template itself, click the second icon.
17. Modify the Name, Author or Description field, and then click on the Save button in the taskpane. Note that the DocID field will NOT be updated to a new number, indicating that a new document has NOT been saved. Instead, we have just modified the template.
18. Click Close to return to the Catalog view. You will see that, indeed, there is only one template listed.