I need to fill a field in Infopath with records-specific data - InfoPath Dev
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I need to fill a field in Infopath with records-specific data

Last post 09-21-2011 07:05 PM by cpluce. 2 replies.
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  • 05-12-2009 02:41 AM

    I need to fill a field in Infopath with records-specific data

    I posted a question yesterday asking how to write data from a Sharepoint list into an Infopath form. The help I received was spot-on and I am most grateful. Unfortunately, I didn't think far enough ahead when I asked. Here is what I am trying to do. I have two fields (amongst several others) on an Infopath form: Supervisor Status and Corporate Status. This form is an accident report that requires two-stage approval. I want to open my new form from Sharepoint and have these two fields be blank. Workflow requests supervisor approval. Supervisor responds with Accept or Reject. If I open the Infopath form up at this stage, the status should be reflected in the corresponding field. Repeat for Corporate Approval. Workflow completes. Basically, I want the form to be able to be opened at any stage and have it show current and correct status. So far, I can't make this happen. With yesterday's help, I get data on the form but it doesn't seem to be specific to the document. Any ideas?
    Ram.
  • 05-12-2009 06:39 PM In reply to

    Re: I need to fill a field in Infopath with records-specific data

    Well, you could use Forms-based workflow. Add a status field to the form that gets set on assignment. Use e-mail rules and submit for assignment. Add user roles, and open rules that switch to a read-only view if opened by somoene that is not currently assigned. All pretty straightforward, but don't expect SharePoint workflow to be easily customizable via InfoPath. For that you'll have to use SharePoint Designer and ultimately Visual Studio.

    Patrick Halstead
    Project Manager at Qdabra
  • 09-21-2011 07:05 PM In reply to

    Re: I need to fill a field in Infopath with records-specific data

    This is an old post but I am struggling with this same problem.  Need help please. I am using SP designer, infopath, and SP 2010

     How to display the status of a workflow on a specific item in a libarary?

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