SharePoint Integration

Re: Best practices for implementing forms in MOSS 2007

Qazi Anis — Wed, 23 Sep 2009 14:48:59 GMT

you can use digital signatures that should replave your signatures with little bit of effort

Re: Best practices for implementing forms in MOSS 2007

mss264 — Wed, 23 Sep 2009 12:59:33 GMT

We plan to have 2 phases to our IP Forms rollout - the first phase is to have the forms out there for users to fill out and print. Most of these forms require manager signatures, etc. The second phase will incorporate workflows, such as approval, so the need to have the end users print out a form to collect signatures will be nonexistant.

Re: Best practices for implementing forms in MOSS 2007

Qazi Anis — Wed, 23 Sep 2009 08:02:07 GMT

why do you need printing a form, or sending via email, you can just let the end users see the read only view of the infopath form.

and for submiting, just submit the form to the document library and notify the next department or user of the progress.

Best practices for implementing forms in MOSS 2007

mss264 — Tue, 22 Sep 2009 17:34:48 GMT

Hello,

My team is preparing to replace our company's current paper forms with browser enabled IP forms in MOSS 2007. Currently, we have our completed IP forms in a Document Center site, with libraries created for each corporate team (HR, Accounting, IT, etc). Within these libraries, we have content types set up for each form that originates from that department, allowing the users to click on the IT library, click on the New dropdown, and select the form template they need.

As it stands, we have 2 big hurdles - submitting the forms, and presentation/delivery. For submitting, we have tried the email option but when the form is emailed, it displays in the body of the email, and the form dimensions look off when compared to the browser form (text boxes are enlongated, formatting issues, etc). We also tried a Print View option, which allows the user to print preview the filled out form, then chose their printer, and print out a copy to locally or to PDF for emailing/saving. This method seems to work well but we've received some test user feedback that not allowing an email option to be included takes away from the "electronic" feel and functionality of filling out the form through a browser. My question to you all is what methods have you implemented for form submittal? We do eventually plan on attaching workflows to the forms that will submit the completed form to a document library, but that phase has not begun yet.

As for presentation/delivery, which methods have you used to present the forms to the end user? Do you have a forms homepage with links to frequently accessed forms, or a CQWB that displays the forms by a particular query?

Any suggestions or help would be greatly appreciated.

Thanks!

Matt