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Workflow + InfoPath Related Question

Last post 07-09-2008 2:20 PM by Jonmash. 3 replies.
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  • 07-02-2008 4:28 AM

    Workflow + InfoPath Related Question

    Hi,

     I am new to infopath and sharepoint workflows. However, I have extensive workflow development experience in FileNet.. My problem:

     I have developed a IP form and a workflow. I have created a form List. Now what I want is when from the list user selects "New Application" the IP form is opened and use fills in the required data save it. After save, the workflow should be initiated. This workflow should carry all the information filled in the form, if posibile the form it self, and show that form to the next user.

     List of questions:

    The form that is created in the list should move with the workflow and should be visiable as Instantiation_FormURN, Task0_FormURN and if there is anyother task..

    How can I retrieve the values inside of IP form on which the workflow has been started.

    thanks.

    Adeel bin Khalid
    http://www.weblogs.com.pk/abk
  • 07-05-2008 3:32 AM In reply to

    Re: Workflow + InfoPath Related Question

    Hi aydeel, I think i understand your question. When i'm working with an infopath form that is published to a list, i typically promote the fields i want available in the workflow as columns in the list. You can setup field promotion within the form options or i believe it's also possible to do it during the publishing process. Do you need to move the whole form, and if so where? or do you just need the data? 

    Shereen Qumsieh, SharePoint Consultant
    http://blog.qumsieh.ca
  • 07-05-2008 6:56 AM In reply to

    Re: Workflow + InfoPath Related Question

    Hi and thanks for the reply.

     Actually i want to move the entire form. The form is basically filled in different levels by different users. So i want the user(when tasked is assigned to him) to view the entire form and see the data entered by the previouse user and enter his piece of info then move it to the next one. I dont want to give the user a simple task form where he'll have to open the mail document and then change the main document and complete the workflow by using the task form. I just want the main the only one form to move around and at the same time want it to be saved..

    I hope you understand the story :)

    thanks again.

    Adeel bin Khalid
    http://www.weblogs.com.pk/abk
  • 07-09-2008 2:20 PM In reply to

    Re: Workflow + InfoPath Related Question

    aydeel:

    Hi and thanks for the reply.

     Actually i want to move the entire form. The form is basically filled in different levels by different users. So i want the user(when tasked is assigned to him) to view the entire form and see the data entered by the previouse user and enter his piece of info then move it to the next one. I dont want to give the user a simple task form where he'll have to open the mail document and then change the main document and complete the workflow by using the task form. I just want the main the only one form to move around and at the same time want it to be saved..

    I hope you understand the story :)

    thanks again.

    My experience is somewhat similar, I have an association form that the administrator sets a few options. Then, I want those options displayed to the user upon initiation of the workflow. The way that I accomplished this was to create two forms with the same namespace and DataSources.

    Essentially, I started off by creating the association form. When that was finished, I went into explorer and copied the fileand pasted it with a new name. I opened the new file and changed the form to reflect the new look that I wanted (making some fields read-only, adding fields, removing fields, etc) being sure to leave all the DataSource information untouched. Then I publish them both and presto, the data from the association form shows up in the initiation form.

    I am definately not an expert in either sharepoint or IP, but I hope this helps

    Good Luck.

    Jon

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