I am creating a form that employees can fill out to track their daily activity at our construction company. The information gathered in this form is used by our office for numerous functions such as job costing, payroll, customer service, etc.. I need to find a way to update existing data in a Sharepoint List upon submital of this form.
Here is a more detailed lineage of what is going on here:
I - Receive service call from customer
II - Customer and request info entered into Sharepoint list via Sharepoint form
(Sharepoint list views have been setup so that when the form field "Status", a drop-down menu, is changed from "Not Started" to "Completed" the service call entry moves from an "Open Service View" to a "Completed Service View")
III - Service Tech completes service request
IV - Once completed, the Service Tech changes two items in the Sharepoint List's Edit View for the particular service entry:
1. Service Tech's name is selected from a "Completed By" drop-down menu
2. "Status" drop-down menu is changed from "Not Started" to "Completed" (as mentioned before, this triggers the entry to move to the "Completed View")
V - Entry is Saved - End of process
This works fine now but I am trying to incorporate an additional step (thus, the reason for my post) to consolidate and streamline even more information.
The "Service Form" I have created in Infopath pre-populates information such as the customer's name, address, etc. from the original Sharepoint List Entry mentioned in II above. However, I would like to have this form automatically update the data mentioned in 1 & 2 above when the form is submitted (thus, eliminating the need for the employee to take an additional step and manually change these fields in the individual Sharepoint List Entries. Reason being, if a Service Tech goes on 10-15 service calls or more on any given day this extra step will become quite time consuming.
So if anyone can help guide me in getting this portion of the form working I would greatly appreciate it. Thanks in advance to all that respond!