I am stumped. I have a Library (must be a library due to repeating tables) - PO Creator.... Sales guys can create a new PO and submit to service for work. The PO# is unique - I am using it for the filename. My issue is that most of the time sales will not want to "release" the PO# to the service people until a later date.
This is what I have tried:
1. Create a new view from PO Creator just for service. If I cant let them see the PO# (filename) they can see it in the URL and when you mouse over the record. Let’s say they aren’t that savvy… If I remove the filename from the view and give them an edit icon, the infopath form is not displayed, but the generic SP document form does.
2. Create a record in a new List where filename is generated (I based on ID) and have the PO# as just another field via workflow. This works BUT I can’t use my repeating table… and I REALLY need it.
3. Create a document in a new Library again generate the filename based on ID via workflow. This works BUT an *.xsn file is generated, NOT an *.xml file so when you click on the filename to open the record, it opens in Filler, not the browser.
If sticking with the document library, I also need to know how to populate a repeating table with data from a different repeating table and not just the first or last record.
I have been reading and trying things for days and feel like I have now come full circle. Any suggestions would really be appreciated.
Corrie