Re: Annual Infopath library/site

Hilary Stoupa — Wed, 16 Oct 2013 01:39:08 GMT

Do any of your fields in your form have default values that depend on info from your secondary data sources? Once the year changes, do they ever require editing? If not, I'd just copy data to an archive site, but I'd probably also add something to the template to not allow submit if it the form that is opened isn't the "current" year. Keep in mind that the XML will maintain a reference to the form they were created with unless you re-link them to a template published at the archive library.

Annual Infopath library/site

racker — Mon, 14 Oct 2013 08:26:44 GMT

Hello,

First post here (have been reading a lot. A lot!) but I've been searching everywhere and can't find a best practice for the following problem. Hope you can give me some ideas/tips:

1. We got a site with 1 form-library and approximately 20 lists that are used in dataconnections. The IP form contains about 250 fields.

2. We need to close all current entries per year. They cannot be deleted but should not be visible for users.

3. Each year changes will be made to the InfoPath form as well as to the content of the custom lists. But all the data from older versions has to be readable as they were filled.

4. The idea is to copy the currently active site and create a "2014" site. But this requires an update of all dataconnections and more importantly: updating every rule, every field to connect to the correct field/list for each year. This sure will create issues in the future.

I'm currently thinking about alternatives:

1. Have 1 main, active site where you store the information for the current year. And copy all the old data to an "archive" site. You will lose the connections, but as long as you don't adjust any values, will the IP form have the same values? To decrease risks: put the site in "read-only" mode?

2. Adjust the Infopath form and update with a year-value. With views you can filter per year and you can additionally add a rule that all fields are read-only if the current year does not equal the chosen year. Downside: update all current forms. And how about adjustments to the form-template or content of lists? Will the content remain the same?

3. Any more ideas?

General

Re: Annual Infopath library/site

Annual Infopath library/site