InfoPath Dev

Hello SharePoint/InfoPath Users,

Introduction: Our Project uses InfoPath 2010 (IP) and SharePoint 2010 (SP). The IP form uses several views depending on the current task. All is working well here.

Now, we wish to generate a summary report by way of a Button Click on a particular view. The report that we want to print is actually a "hidden" IP View. Here are the steps: when the print report button is clicked by the user, the selected IP View (a.k.a. report) would display as a print-preview on the user's screen. The user would then click the printer button on the SP Toolbar and then close the print-preview to quickly return to the IP view that they were last working.

Using this print button approach, saves the user from navigating to the correct IP view (a.k.a. report), finding and then clicking the print-preview toolbar button from the SP toolbar and then navigating back to their correct working view. These steps offer too many chances to make an error or even getting lost all together.

What do you recommend to make this scenario a reality? I thank you in advance.

Please note: we are not allowed to use a third party software.  

Cordially, John

 Maybe set the "report" view as the print view for the view(s) the user would be in? Then when they click Print, it will print that view? If instead you want to change views to that view, you can add a button that takes them back to the main view - I usually format the button to just look like a link.

 Hello Hilary,

Thank you for your thoughts.

To be sure I understand - exactly, where do I set the "report" view as the print view? Do I use InfoPath Designer?

Also, where is the Print button located that the user would click? Is the print button on the SharePoint tool bar?

Cordially,

John

 

 

InfoPath designer is where you can modify a view to specify a print view - as to the print button itself, sorry, I didn't read that closely. I think you'll just need to use the built in IP functionality / browser printing.

Okay, I understand. Thank you and have a nice day, Hilary. 

Regards, John