Re: Overwriting existing document library entry

Hilary Stoupa — Tue, 03 Mar 2009 20:51:49 GMT

Sure. Instead of using the userName() function in the formula for your file name, add a field to your form to hold the value of the initiator's username. Then, in your form open rules, set a rule to set that field to userName(). Set a condition on the rule to only set the field if it is blank. This way the first time the form is opened, the new field will be set to the name of the user who created the form. Since the field will no longer be blank, the value won't be overwritten. Then use that field in your filename formula rather than the userName() function.

Overwriting existing document library entry

SD Developer — Tue, 03 Mar 2009 20:10:54 GMT

Hello

I am new to Infopath and I need to make about 100 infopath forms and apply workflows to them. We are basically going paperless. The question I have is: When a user submits a form to a document library, it assigns a to-do item to their manager. In this to-do item is a link to the form that needs attention. When they open this form, the manager is required to check a box that states they approve the action. The only problem I have is when the manager goes to submit the form, it creates a new one.

The filename: concat("Remote Access - ", userName())

I do this so each one is unique for the user entering it. When the manager submits it obviously makes a new entry with their credentials. I am wondering how I submit that approved form to overwrite the one they opened and continue the workflow. Right now when the manager submits the form, it creates a new item and the workflow starts all over. Any ideas how i can stop this from happening?

Data Connections

Re: Overwriting existing document library entry

Overwriting existing document library entry