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  • Re: Quoting Work Flow

    I'm still confused, sorry.  You keep switching between two forms and two views.  Do you have two forms or one form?  I ask, because here are a few statements you made: "I've eliminated the issue of the 2nd form needed to be read only..." and "So the only thing I'm still struggling with is the 1st ...
    Posted to Workflow (Forum) by warrtalon on 08-19-2009
  • Re: Quoting Work Flow

    I got around the repeating file attachment by deleting it on the read only view.  Then putting the formatting on it. Now, how do i go about telling the workflow that if approval is yes (or no) only open the read only form?
    Posted to Workflow (Forum) by tgfo62 on 08-19-2009
  • Re: Quoting Work Flow

    Ok - let me see if I can make this clearer from my end.  First off, I've eliminated the issue of the 2nd form needed to be read only because the approval signature is on that page.  I just set everything up under a section and added the digital signature to the section.  The person that fills out the second form will submit for ...
    Posted to Workflow (Forum) by tgfo62 on 08-19-2009
  • Re: Displaying a State(as in the United States) Based on the beginning of an Account number

    If im looking for the sibling of a note, wouldnt the syntax look more like this:    xdXDocument:GetDOM("Systems By SysPrin")/Root/Row[SysPrin = substring(xdXDocument:get-DOM()/my:CoachingOp/my:SetArea/my:account, 1, 8)]/following-sibling::Systems//Root/Row/State
    Posted to Newbie Questions (Forum) by kingspeget on 08-19-2009
  • Re: Quoting Work Flow

    Maybe I wasn't clear, or maybe I don't understand the full scenario. You said you can't disable the ability to use views, because later users have to refer to the original form, but I thought you were trying to make it read-only.  Why can't you send them to a copy of the original view but have the copy set to read-only as a ...
    Posted to Workflow (Forum) by warrtalon on 08-19-2009
  • Re: Hiding a section control does not hide signature line

    has there been any update on this issue?
    Posted to Workflow (Forum) by tgfo62 on 08-19-2009
  • Re: Quoting Work Flow

    Thanks.  I can't disable the ability to use the views though because the second, third, fourth user down the line has to refer back to the original form.   Is there a way to disable the view if there is an approval.  Perhaps a rule? Then I could just have it come up to the read only version.  I think I'm ...
    Posted to Workflow (Forum) by tgfo62 on 08-19-2009
  • Re: Quoting Work Flow

    Instead of making those views read-only, make duplicate views that ARE read-only and don't let views be selectable.  This is dependent on your requirements, but I always turn off the View selector in the Form Options, then I switch views based on user, workflow status, button clicks, whatever.  You would basically copy your 2 views ...
    Posted to Workflow (Forum) by warrtalon on 08-19-2009
  • Re: Quoting Work Flow

    I'm trying to do this exact thing on one of my forms (with 3 different view).  Once approved, I'd like the first 2 views to be read only but can't quite figure out how to do that.  Can you explain further?  Thanks
    Posted to Workflow (Forum) by tgfo62 on 08-19-2009
  • Re: Unique number

    Attached to the form?  You mean a piece of data in the form, an attachment, or in the filename?  I have an auto-generating filename method and an auto-numbering method (yes, the SharePoint ID can work for you if done right): InfoPath – Auto-Generating Filenames InfoPath – Auto-Numbering Forms
    Posted to Newbie Questions (Forum) by warrtalon on 08-19-2009
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