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Revision of Form that does not overwrite original form creates an editable copy

Last post 03-20-2015 03:53 PM by Bre Huston. 3 replies.
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  • 02-03-2015 08:36 AM

    Revision of Form that does not overwrite original form creates an editable copy

    Hello, I have a InfoPath form 2010, that is being published on SharePoint 2007. Currently once the user submits a form and the form is then reviewed and I have a text box to change it to approved upon this change the fields become read only which I did with conditional formatting. What is the best way to then allow the user to edit the form and save it as a new item in the library, without the loss/compromise of the original form? Thanks in advance!
  • 02-03-2015 06:29 PM In reply to

    Re: Revision of Form that does not overwrite original form creates an editable copy

     Hello Duchess,

     I would try using a "copy" button and submit data connection. As a best practice, create a field in your form called "FormName". On form open I generally will set it to something that is unique, such as concat(username(), "-", now()) only when FormName is blank. Then in the submit data connection use this field to name your forms. Put the submit on a button and disable the ribbon.

    Next you'll want to add logic for your copy button. The actions here would be to clear the Approved field to unlock the form and change the FormName to the same concatenation, however now() will change the name to the current time.

    Hope that helps!
    Bre

    Bre Huston | Project Manager

    Qdabra® Software / InfoPathDev.com / FormsQuo877.544.2389 main / 425.318.7843 direct

    Business Process Automation for Everyone – Streamline data gathering to turn process into knowledge.™

     

  • 03-11-2015 11:59 AM In reply to

    Re: Revision of Form that does not overwrite original form creates an editable copy

    Hi Bre, Thanks for the reply, it seems now the issue that is occurring is when I open the original and create the copy it works great but after they submit the revised copy it asks them if they want to save the changes to the original which then also updates the original, is there a way that I can stop the box from coming up for that?
  • 03-20-2015 03:53 PM In reply to

    Re: Revision of Form that does not overwrite original form creates an editable copy

    Hello Duchess,

     

    I would disable the ribbon and create a submit button that uses the same data connection. This should prevent the changes from being save to the original.

    Thanks!
    Bre

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