InfoPath Dev

Do you want a folder per completed form or just a second place to keep a copy.  The latter is just a matter of creating a second submit and using rules to have it submit both at the same time.  I have also used software to monitor one folder and automatically move or copy files to another, this would work to create seperate subfolders.

 

Thanks for responding Clay, we are looking to have a new folder created per completed form..

User completes Form1 with Customer ID and Customer Name being required, and used for file saving. Upon Submit, we would like a new folder created and carry over the CustomerID & now() for the folder name with the form saved in it, where the name would be CustomerID, Customer Name & now(). I've got the form saving down, it's the folder creation that I'm stumped on.

I would be one happy little girl if you could tell me how to accomplish this! :)

Thanks!

For this there is no InfoPath or SharePoint functionality.  You would need to have a service program running all the time which detected the new file, parsed the name and created the folders, and then copy or move the file and rename it.  There is shareware software that will do this.

What I have found though is that once you get a significant number of forms that this method can be cumbersome to navigate folder structures.  I am not sure if this is driven from a need to archive, track usage, or organize forms but I have found using a data base is much more secure, controlled, and organized and you can create analysis reports.  You may want to check out the Database Accelerator Qdabra Database Accelerator Suite Version 2.0 - Developer which I believe it is a must for any enterprise-class InfoPath solution.

Thanks again Clay - I appreciate your response and to be honest, it's what I was expecting. Unfortunately, this is a usergroup that has been completing the same tasks with a Word Doc, a set of Macros and saving to a LAN folder structure for years - they want to replicate this with the new functionality. Sounds like I need to put my thinking cap on and find a way to get them to stop the 'lemmings off a cliff' attitude! Thanks again!

Change Management is always the greatest challenge.

Some of them should at least recognize the limitations and pit falls of their current system.

I have a demo of a forms management solution, realy an "advanced" InfoPath form, that would replicate and provide much of their current functionality in a better architecture.

If you would like to see a demo let me know.