General

Re: Can I requery SharePoint List when email xml form opens?

wapfunz — Wed, 24 Sep 2014 20:40:08 GMT

Cheers for that, much appreciate your input.

Only emailing internally.

I found a post "How to refresh the XML Data Source In Infopath Form" from this site last night whilst googling, somehow must have put the right search criteria in.

Refresh is what I need so shall follow that track.

Re: Can I requery SharePoint List when email xml form opens?

RaYvA — Wed, 24 Sep 2014 16:56:40 GMT

Why are you sending the form via email, when you post subject states "Can I requery SharePoint List when email xml form opens?"?

Why don't you create a form library that contains only a single form and then just email a link to the form? When your approvers click the link they open the form and approve it whatever it's previous state irrespective of the synchronicity between them (although you could add rule into the form so that one can only approve after the other if you required)

Are you sending the approval external to your organisation thus requiring email form attachments? Or are email forms somewhat more accessible to your users?

Can I requery SharePoint List when email xml form opens?

wapfunz — Tue, 23 Sep 2014 23:37:14 GMT

I am hoping that there is an easy solution to my challenge. I have a Change Request form.

At a certain point of completting an InfoPath Form, a number of checkboxes are selected to send the form via email for approval.

Not all checkboxes need be selected and there is no hierarchical order - General Manager, Quality Asurance, Vice Present etc.

Not all Changes have to go through the General Manger, so there is no way the form knows who to send it for approval first, save the fact that as rules as it steps down, it looks for each checkbox is true and then from the Data Connections sends out that unique email to that approver. Email contains the form data, and would show all elected approvers.

Approver OK's the change and submits to server by selecting another checkbox, which date stamps and uses the User() as the signature.

Next Approver, gets same email and original attachement and OK's, and because the form can over write, does so, and deletes the check of the previous approver and susequent information.

Can I - on load of the attachment, get the email xml data of the form, requery the Sharpoint list to fill in any previous fields so that when submitted doesn't over right these as being empty and fill sonly those for that approver?

Got to be a way to allow 8 Mangers/Approvers if necessary to approve an Engineering Change without the need to step by step email, when it is hard to decide who goes first and then who follows.

Ta.