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I guess I do not understand.
You build a smart form that can track each step of the process and then you pass it around.
User A opens new form.
Form is blank so form accepts input into the form fields.
Form stores detials of the user and looks up the manager.
Upon Submit it is validated and email data connection sends the form to manager, and ...
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nai....its not about the connection....
i just want to know whats the steps for the form....
how to do it..?
thanks
with regards..
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hi Clay,
the item is already in the default view, but it still did not list out the choice list i've created in the data connection fields.
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You set up the data connections for email submit as you would normally.
You setup SharePoint for email.
In a browser based form the server emails rather than the client so having Outlook is not neccessary.I would store the requestor, approver, manager, etc in your form and their email addresses.
Then you can use these fields for the email ...
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hii....
is it possible that you teach me step by step....
or can you send me a sample copy...
by the way..i'm not running Microsoft Outlook...i'm just using Form Server 2007...
hope to hear from you soon...
thanks
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What you describe can be done in one InfoPath view without any coding, just use rules and conditional formating to show the correct items and buttons.
Typically you want to identify each form user and the form state so that you have the ability for the logic to determine the appropriate contents.
I typically use an Active Directory Web Service ...
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InfoPath returns the items in the default view, so make sure the field you want is in the default view.
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Hi Charles, Welcome to the forum.
You are trying to aggregate multiple form's data into one spreadsheet?
This is a common desire but typically is done using a common database.
Capture the InfoPath data into seperate records in a database and then use Excel to connect to the database and analyze the data.
You are trying to import the ...
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cool...thanks for the reply....
so is it under three state workflow or just the codeing with the form....?
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Welcome to the forum.
Yes, this is possible and a very common scenario.