Re: how to save a Form view to be re used as a default

infonewby — Mon, 16 Feb 2015 04:02:40 GMT

thankyou Bre will try this very soon .

Re: how to save a Form view to be re used as a default

Bre Huston — Thu, 12 Feb 2015 23:30:58 GMT

Hello infonewby,

What you are describing is a starter template. In InfoPath you cannot copy logic or data connections from one form to the next, but there's a workaround.

I would take your current production form and create your starter form. I would leave all the common fields and layout, but delete logic and fields specific to that form. Be sure to remove the control in the layout, and the field from the data source. You'll also want to make sure you remove the publishing location so someone does not publish over your live form.

Let me know if you need more insight! Qdabra also does InfoPath training to help with creating good design practices. Check the trainings out here: http://www.qdabra.com/en/training/TrainingDetail.aspx

Best,
Bre

Bre Huston | Project Manager

Qdabra® Software / InfoPathDev.com / FormsQuo / 877.544.2389 main / 425.318.7843 direct

Business Process Automation for Everyone – Streamline data gathering to turn process into knowledge.™

how to save a Form view to be re used as a default

infonewby — Tue, 10 Feb 2015 05:01:32 GMT

We have Customised forms with Company Logo and which pre populates Dept, Manager, Phone Mumb etc:

is there a way I can save this to re use as default view in New Forms .?

thankyoufor any replies

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Re: how to save a Form view to be re used as a default

Re: how to save a Form view to be re used as a default

how to save a Form view to be re used as a default