Hi,
We are doing design on a new project. The project has a form/doc that is baseline and drafts are created from the baseline library into a new review library. The user in the draft version can make changes and then send them for review to other users through a feeback workflow. The form/doc for the feedback workflow should be read-only except for inputing comments on fields. Also, the reviewers should be able to see track changes (changes from baseline). If the owner changes the document in the middle of the workflow the remaining reviewers should be able to see it in the track changes. Once, the feedback is done and changes are approved the form is released and goes into the baseline as new version. Also, we need to aggregate all the forms based on some fields into an excel document.
Using Infopath: The main thing here is, Is there is a way in the infopath form to track changes and have comments on each field. I did put a picture button next to each field to open another view for comments which will show a rich text box for comment history and another box for new comment. But, this view should be same for each field and is there a way I can template it and have an instance for a field? Tracking changes will be the same too. except they will give the original and changed value in the history.
Using Word: Template don't have repeating sections or tables. so, it is hard. Also, if I tie the content types to custom xml, I cannot insert comments. making it readonly is also problem. restricting to only comments is not working well. I would like to go with infopath form as I need to submit the form to the database after the feedback. I can do the same with word using open xml but it might be hard. also, I have questions about how to address the versioning of this form. As the form changes, how do I change the version to minor and on release change it to major version to be place in the baseline library.
Any suggestions on the design? I really appreciate any help.