InfoPath Dev

 I have 2 forms, Quarterly Report and Synopsis. The Synopsis form uses qRules to send data to several SharePoint lists and then the Quarterly report references this data and adds aditional data to other SharePoint lists. I need to provide the user of the Quarterly report the ability to update the data that was originally entered in the Synopsis form if necessary. I know that i can create an Action that will open a nnew blank form, but what I need is the ability to open a specific existing form.Can qRules be used to open an existing form or is there another approach that i should consider?

TIA

Dean

 Hi-

I'm not sure I understand your proposed solution. Is the Synopsis form being submitted? (that is, an XML is created in addition to the ShP list items) Does the Quarterly report form have the same exact schema as the Synopsis form? (if no, then the form won't know how to open the Synopsis xml)

Your Quarterly report form would need to:

(a) load the data from the Sharepoint list where the data was mapped. The data will then be in a secondary data source.

(b) copy that data to the main data source, including the ID column

(c) allow the user to make changes to some/all fields.

(d) map the data back into the same sharepoint list, using the ID parameter so that qRules knows to overwrite.

Good luck!

Yes, The Synopsis form was submitted to a form library and Qrules used to popluate the SP Lists. The Quarterly Report does not have the exact same schema, it has some of the same fields as the Synopsis form and other repeating field for new data. I already have the Quarterly form loading the data from the secondary data source and copying it into the main data source

 I need to have new version of the Synopsis form to document any changes along with the date on which the changes went into effect. I think that i need to:

1. open the original synopsis form, (by passing back the form ID or URL, not sure which, and this is what i don't know how to do)

2 change the effective date,

3 update the other data 

4. update the SP Lists

5. Close the Synopsis form as a new form

6. return to the quarterly report and refresh the data from the secondary connection