August 2004 - Posts

• InfoPath Submit Button: File Naming Convention

  I added a Submit button at the bottom of my InfoPath form.  InfoPath allows rules, so I used the following rules: “Submit using data a connection” and “Close this form: No Prompt.” Using the “Submit using data a connection” I added this formula - concat(RequestBy, "_", Project, "_", today()) - to create a custom naming convention for my form to distinguish the forms in a list. Sample: Brian Carlson_Project_2004-23-2003.xml.  Then I used “Close this form: No Prompt.” to close the form after the Submit button has been pressed. NOTE: RequestedBy and Project are fields I added to the form.  You can use what ever fields make sense for the naming convention for your form.  ~Brian Posted Aug 23 2004, 06:17 PM by Unclaimed Blog with 5 comment(s)

• InfoPath Job Request Forms

  I've been busy, and haven't had time to Blog. .I have been playing around with InfoPath, and I like it. I created a complex form for job requests that have various stages of approval.  We enabled the Event Handler for the form library, so any changes made to the form will trigger emails to all parties involved providing the fields that have been completed in the form. When an InfoPath form created, you now have access to the form as a web part.  I simple added the web part several time to the team site's home page.  I used FrontPage 2003 to expose the current jobs sorted by date and priority.  The remaining web parts simply state the schedule and the tasks.  Using web part connections, I linked the schedule and the tasks to the open job requests web part.  This allows users to see a quick dashboard of the jobs.  They can click on the open jobs and see the details of the schedule and tasks without opening the InfoPath form. More to come on InfoPath forms. ~Brian     Posted Aug 17 2004, 04:01 PM by Unclaimed Blog with no comments