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Resubmit Form after Changes

Last post 10-15-2013 01:21 AM by wilkies0106aw. 4 replies.
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  • 10-03-2013 08:05 AM

    Resubmit Form after Changes

    All,

    I'm after ideas on a clean way to do the following.

    A form is submitted from an employee to a manager.

    The manager reviews the form, doesn't  like the form and asks the employee to update the form and then resubmit it back to the manager.

    As I see it the employee will fill out a form -  stage/view - 1.Initial submission and then press a submit button.

    The manager will open the form/view -  2. Manager. - not like what he sees. Email or tell the employee Not good enough. The manager will press a button to close the form and reset the form back to the previous stage 1.Initial submission. Thus the employee will open the form back at the previous stage and be able to submit it again.

    I think this might be the simplest option as I don't know how many revisions may be necessary for the form to be signed off by the manager.

    I'm not sure how this will work with a workflow and email confirmation of submission etc.

    Has anybody else done anything like this?

  • 10-03-2013 08:30 AM In reply to

    Re: Resubmit Form after Changes

     I'd just add a status field with a drop down with options and key my logic off that. So - Manager wants to reject, he sets status to rejected and clicks the button. Form load rules check for rejected and set status back to initial submission when the form is re-opened.

    Hilary Stoupa

  • 10-04-2013 01:41 AM In reply to

    Re: Resubmit Form after Changes

     Thanks Hilary, I'll give that a go. See how they like it.

  • 10-04-2013 02:40 AM In reply to

    Re: Resubmit Form after Changes

    On the status filed ,Set a rule on page load as Resubmit form view disply when Status= Rejected and if Status = Submitted then form view = Manager View
    Manish Gupta
    MCTS - SharePoint
  • 10-15-2013 01:21 AM In reply to

    Re: Resubmit Form after Changes

     Thanks

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