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Can you also point me to the tutorial that you are using? Sorry, I should have mentioned that before.
Thanks
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Hmm, maybe it's because it's Friday and my brian is fried but where is this edit button? Is this an InfoPath button or a button you added to the form? If you can attach the template that might help, also - is this a browser or client form and 2007 or 2010?
Ted
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qRules has a feature called SetCaption that might do the trick for you:
http://www.qdabra.com/en/products/qRules_new.aspx
It only works in the client though so you are out of luck if this is a browser form (although from your description it sounds like a client form).
Ted
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Hi Erik,
There are some tips in this post that might help: http://www.infopathdev.com/forums/p/9379/33219.aspx
Hope that helps
Ted
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It sounds like you have a read only view enabled? If that is true it sounds like the form is defaulting to the read only view and the edit button switches to the edit view. In order to open the form in the right view you need to change the on load rules and have the form open to the right view.
Ted
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Hi bobbyg. SharePoint with InfoPath Form Services is required in order to open the form in a browser. If someone sends you the template and or the form it will open in the client. You will need to get access to the SharePoint site where InfoPath form services is located and open the form from a link that opens it in the ...
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What version of SharePoint are you using? 2007 or 2010, also what browser?
In 2007 I think the People picker only works in Internet Explorer.
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Hi again,
It seems like the easiest way to do this would be to have a SharePoint worklfow tied to status in the workflow that then fires and copies the XML to another library. However from what you are describing it sounds like you want the document to be parsed and each field in the form to be mapped to the columns in a sharepoint ...
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Hi Bhavin,
To get the data from InfoPath into a SharePoint custom list is going to require code and to get the form into SQL once your workflow is completed will also require some custom work.
Does the user open the InfoPath form to complete the workflow or is it done in SharePoint only?
Through a combination of our tools you can accomplish ...
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Where exactly does this CRM lead need to be created? Is this with a back end tool outside of SharePoint? If you explain in a little more detail what you need to do it might help me suggest some options