When a document is submitted to DBXL it is allocated a unique DocID which can then be used to access that document. There is a codeless solution that will return the DocID back to the form, which involves using a query-type data connection. This document takes the submit operation one step beyond that described in the document called How to Configure a Form to Submit to DBXL Webservice.
Note that this does not work with repeating values; for forms involving these, we recommend using code so that errors are properly handled.
1. In your InfoPath form, create a query-type web service connection to SubmitDocument
a. In design mode in InfoPath, click Tools > Data Connections.
b. Click Add and select a connection that receives data. Click Next.
c. Select a Web Service connection and click Next.
d. Enter the path to the DBXL Document Service, http://<servername>/QdabraWebService/DBXLDocumentService.asmx, and click Next.
e. Select SubmitDocument and click Next.
f. Enter the DocTypeName parameter, leave the other parameters blank and then click Next. This will be the name of the configuration (Document Type) in DBXL.
g. Do not check the box for Store a copy of the data in the form template.
h. Click Next, uncheck the box to Automatically retrieve data when form is opened, then click Finish to close out the wizard.
i. Click Close to exit the Data Connections dialog.
j. For demonstration purposes, create one field, a text box called customer.
2. Save an output XML file.
a. Preview your form.
b. Click on File > Save as to save the XML file.
c. Close the form preview.
d. Open the XML file in a text editor, such as Notepad, and divide the xml into segments, as seen in Figure 1.
Figure 1
e. Create a concat statement, which we will use in the next step. In the case of Figure 1, the statement will look like this: concat(‘segment1’, <customer field>, ‘segment2’). In our example, our form only contains one field. More complex forms will contain x+1 number of segments, where x is the number of fields in the form.
3. Configure a button that uses rules to call this Data Connection.
a. Insert a button into your form and double click on it.
b. Click on Rules, click on Add and then click on Add Action.
c. Select Set a field’s value.
d. For the field, select SubmitDocument (Secondary) from the Data Source dropdown, then select the node myFields/queryFields/tns:SubmitDocument/xml, as seen in Figure 2.
Figure 2
e. For the Value, insert the concat statement created in 2c.
f. Click OK twice.
g. Click on Add Action.
h. Select Query using a data connection, choosing the SubmitDocument data connection from the dropdown, and then click OK.
i. Click OK until all dialogs are closed.
4. Prepare the form to show the results:
a. Drag the node /dfs:myFields/dfs:dataFields/tns:SubmitDocumentResponse/tns:docId into the form’s view. This will allow us to see the DocID that is returned when the document is submitted.
b. Save the form and close InfoPath.
5. Create a new configuration in the DAT and test it.
a. Click on New Configuration.
b. For the configuration name, enter the same value entered in for the parameter in step 1f.
c. Attach the form and click Save.
d. Click OK in the confirmation dialog.
e. Open the form by clicking the Open link.
f. Fill out and click the button. The DocID that is allocated to the document is returned in the DocID node that was created in step 4.