Hello,
I am trying to create a server maintenance checklist using InfoPath 2010, not yet integrated with our Sharepoint 2010 server. In this form we would have our technicians use the form to select the type of roles the server had, then based on that, sections would appear.
For Example;
The end user arrives at a form containing only check boxes for 3 options. When he click Checkbox 1 for option "Exchange Server", a section below the checkboxes loads which contains a group of fields related to Exchange Server, such as field for recording the disk size of the server, health, etc.
I have already created a nice Group with a number of repeating rows for the fields, and now I would like to call this group when the checkbox is clicked. Only if the check box was clicked would the group of Exchange related fields appear on the page.
1. What is the best way to impliment a rule for when the checkbox is clicked to call that group? Should I be instead looking at calling webparts or optional sections?
2. What is the best way to save this newly configured form for use by the technician to fill out weekly for performing checks related to this now customized form? Is the end configured form the user customized uploaded and reusable on Sharepoint?
Thank you for your assistance, please excuse my newbishness!