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Merging Forms

Last post 08-27-2012 03:49 PM by Patrick Halstead. 1 replies.
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  • 08-26-2012 11:32 AM

    Merging Forms

    Hi, I am a newbie to this function in InfoPath and SharePoint. I have been asked to setup a form where 4 users can go in and complete a questionnaire. Each user has different questions. My initial path, was to create a view for each user. Each user would complete the form and I can use the feature within SharePoint to Merge the forms. I am stuck because I find that the merge only works with repeating sections. Can it be just a simple unbound drop down? Do I need to harness VB code? I searched the internet and found a few resources. Can anyone provide links to the above in InfoPath 2007? Thanks!
  • 08-27-2012 03:49 PM In reply to

    Don't use separate views. Use an XML config file with the questions and make the questionnaire data-driven. Qdabra has YouTube videos on this technique. I think in May I did one called "data-driven design". The canonical example is a survey/questionnaire form. At any rate, you want the separate submits to be separate XMLs. Depending on the user the form loads different questions in from a resource file stored in SharePoint. Then, you can merge using the stock InfoPath->Merge Files feature, or you can do reporting by mapping the forms to a SQL database (using DBXL) or SharePoint list (using qRules). Easy as pie...

    Patrick Halstead
    Project Manager at Qdabra
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