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

Bre Huston — Fri, 20 Mar 2015 22:53:01 GMT

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

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

Duchess — Wed, 11 Mar 2015 18:59:34 GMT

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?

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

Bre Huston — Wed, 04 Feb 2015 02:29:52 GMT

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 / FormsQuo / 877.544.2389 main / 425.318.7843 direct

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

Duchess — Tue, 03 Feb 2015 16:36:59 GMT

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!