how to save a Form view to be re used as a default - InfoPath Dev
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how to save a Form view to be re used as a default

Last post 02-15-2015 08:02 PM by infonewby. 2 replies.
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  • 02-09-2015 09:01 PM

    how to save a Form view to be re used as a default

    We have Customised forms with Company Logo and which pre populates Dept, Manager,  Phone Mumb etc: 

    is there a way  I can save this to  re use as default view in New Forms .?

    thankyoufor any replies

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  • 02-12-2015 03:30 PM In reply to

    Re: how to save a Form view to be re used as a default

    Hello infonewby,

    What you are describing is a starter template. In InfoPath you cannot copy logic or data connections from one form to the next, but there's a workaround.

    I would take your current production form and create your starter form. I would leave all the common fields and layout, but delete logic and fields specific to that form. Be sure to remove the control in the layout, and the field from the data source. You'll also want to make sure you remove the publishing location so someone does not publish over your live form.

    Let me know if you need more insight! Qdabra also does InfoPath training to help with creating good design practices. Check the trainings out here: http://www.qdabra.com/en/training/TrainingDetail.aspx

    Best,
    Bre

    Bre Huston | Project Manager

    Qdabra® Software / InfoPathDev.com / FormsQuo /  877.544.2389 main / 425.318.7843 direct

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

     

  • 02-15-2015 08:02 PM In reply to

    Re: how to save a Form view to be re used as a default

    thankyou Bre  will try this very soon .
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