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Status Update

Last post 10-08-2018 04:03 PM by Hilary Stoupa. 1 replies.
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  • 10-08-2018 09:52 AM

    Status Update

    Hi there, I have an info path form where users can submit job requests. The status for the request is by default "Draft" and this field is a dropdown list. I wanted to create a rule so that once the user clicks on the submit button, the form status is automatically changed to "submitted" and this is recorded in the library. I tried going to the workflow route with SP Designer but I can't seem to pull up the drop down list options in SP. I promoted the column but that doesn't work in SP Designer. I'd like to therefore create a rule. Can someone provide me with step-by-step instructions on how to do this?
  • 10-08-2018 04:03 PM In reply to

    Under the Data tab in the ribbon, find the Submit Options. Change the Submit Options to use rules. Your first rule should be to set the Status field to Submitted. Your second rule can submit the form.
    Hilary Stoupa

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