Re: Implement InfoPath/workflow process in SP2007 ?'s

Hilary Stoupa — Thu, 05 Mar 2009 18:09:32 GMT

As to question one, instead of using the 'now()' function in your file name, you could create a field in the form with a default value of 'now()' and deselect the 'update' checkbox. Then use that field in your form name. You'll get 'now()' for when the form was created, and it will no longer update on each submit.

For question two -- I haven't used workflow much, but I think you answered it yourself -- create views for each type of reviewer group. You shouldn't have to programatically change the view, though. You could use User Roles and then set open rules to change the view depending upon the user's role.

Re: Implement InfoPath/workflow process in SP2007 ?'s

blonborg — Thu, 05 Mar 2009 14:38:06 GMT

Can anyone provide some help and/or direction? Thanks, Bill

Implement InfoPath/workflow process in SP2007 ?'s

blonborg — Mon, 02 Mar 2009 20:56:29 GMT

I’m new to InfoPath 2003 and am trying to implement it using a workflow (our first one) in SharePoint 2007. I inherited the InfoPath form with 2 views (data entry and a report). I’ve already had to delve into the XML components to fix some validation issues, etc.

Currently, I have several problems, and though I’ve read a number of messages on this forum, I’m not sure where to start first.

I published the form to a form library in SharePoint. I followed some directions given to me, that removed the “save” option from the form and replaced it with a “submit” option. To insure unique filenames, I used the “now” with the concat() function in the filename in the “main submit” [data connections]. After publishing to SP, I created an Approval Workflow. The approvers are defined using distribution groups in Active Directory.

Question 1 - How do I ensure a unique filename for new forms, yet, retain the filename as it proceeds through the workflow? Everytime, someone edits the form and saves it with the submit button, a new workflow is started. I understand why, but I don’t know how to create a “save” button, that retains the original unique filename.

Question 2 – As the form proceeds through the Approval Workflow, anyone can make changes to the workflow. For example, in a 5 step process, while my form is at step 4, user 1, 2, and 3 can still make any change to the document. If user 1 changed it, while at step 4, user 2 doesn’t know it’s been changed. Moreover, once the workflow is done (100% and approved), anyone can modify the document. It appears that InfoPath and Workflow work independently of one another. How do I remedy this?

Do I need to create additional views for each type of reviewer group and programmatically change the view, depending on where the form is in the approval process? And, once the form has reached the 100% done stage in Workflow, change it to readonly?

Thanks, Bill

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Re: Implement InfoPath/workflow process in SP2007 ?'s

Re: Implement InfoPath/workflow process in SP2007 ?'s

Implement InfoPath/workflow process in SP2007 ?'s