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Form Library and Task Integration

Last post 01-25-2009 03:24 PM by Phil Birkland. 2 replies.
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  • 01-11-2009 02:20 PM

    Form Library and Task Integration

    Hi, Basically I have a form created and connected to a form document library. I have all of the forms mapped to columns so that I can see the forms values in the document library. But this does me no good until I can assign this as a task to a resource. I'd like to be able to do this with-out workflows involved. The main reasons why I would like to be able to do this is that i am using the task list as my "work management" tool. There are two aspects that are critical for me, automated emails when the assignee changes, as well as a comments/description rich text column/box that has the ability to append changes with a date time stamp signaling the updates to the task. How have others been able to merge the tool processes together? Phil
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  • 01-16-2009 01:51 PM In reply to

    Re: Form Library and Task Integration

    I am doing something similar right now but using a workflow. I don't know how you would achieve what you want without a workflow. I would go with a state machine workflow and have it trigger everytime a new form library item is created. then you can easily transfer data between the 2
  • 01-25-2009 03:24 PM In reply to

    Re: Form Library and Task Integration

    Thanks, i resolved my solution to use multiple submits, and further to use rules for the email submits to control who gets what.
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