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How to Save Incomplete infopath 2007 browser form to a document library without prompted with default Warning Error message

Posted on 2010-08-17
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Last Modified: 2012-05-10
Hi Infopath form services experts:

I am creating a custom infopath browser form using InfoPath Forms Services under MOSS, and some fields have Data Validation conditions attached, so when an invalid(incompleted) form got submitted using a data connection to a document library in SharePoint. The InfoPath Form Services will prompt with a Warning message(see attachment) - such behavior is normal and  expected. But my users don't like the unfriendly Warning message, they'd like to be able to Save their work and may come back later to complete the remaining fields.

So my question: How I can get rid of this Warning message and still allow the incomplete(invalid based on Data Validation conditions) form to be saved to the document library.

Thank you,
-Rick
infopathWarningMsg.gif
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Question by:RHADMIN
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LVL 7

Expert Comment

by:janicet123
ID: 33460406
Save the form instead of submit. Make sure your Save option is enabled. When your users save the form, the validation errors should not appear. The validation should only appear on submit.
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by:RHADMIN
ID: 33467501
Hi Janice,
There is no Save option available for Browser form under Actions of Rule(see attached).
Thanks,
-Rick

ActionsOfRule.gif
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Expert Comment

by:janicet123
ID: 33468129
This is not really a rule - it will be found under Form Options. When your users open a browser form, they should see a save option - it will be on the top toolbar or bottom toolbar if you have enabled it. Teaching your users to use the Save button will be easier if you disable the Submit button until all required fields are filled out. This way, there will only be the option to Save or Save As. Does this help?
SaveAndSaveAs.jpg
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LVL 7

Expert Comment

by:janicet123
ID: 33468143
Please note that I have IP 2010, so it will look a little different for you. I think in 2007 it was in the Browser options.
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Author Comment

by:RHADMIN
ID: 33468670
Hi Janice,
The Submit & Save button Controls are customized and added on the form itself plus the file name for Saving is not for user to define but rather pre-defined in a formulas within a specified Data Connection(to a sharepoint DocLib).
My Challenging Q: How can I Save(Submit) an incompleted InfoPath form to a SharePoint DocLib using defined Data Connection while being able to ignore Validation using built-in IP function or using Custom Code(C#)?
Thank you,
-Rick
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Expert Comment

by:janicet123
ID: 33526349
The reason you definitely want your users to submit instead of save is to prevent them from sending unfinished forms to a library for consumption. My understanding is that when your users will save the form, they are placing it in a temporary state and they will finish it and submit it later. Saving a form to the library will not prevent them from submitting it later. So if they submit the form to the library, it will still retain any naming conventions/rules you set up in the form upon submit, even if it was saved there initially. If you are concerned, you can enable Save As and it will allow them to browse to their desktop to save it. This way they can finish it later and it won't clutter the form library.
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Author Comment

by:RHADMIN
ID: 33526715
Thanks Janice,
The way to meet the need of Save option for our users is by setting formating Rule of Enable/Disable/show/hide on Submit and Save button depend on what those Required fields are filled up with valid text.
By playing with these Forms, I found out  the inability of including javascipt in the browser-based forms under infopath form service is a REALLY @(@#&%(@*#%*!!
Cheers,
-Rick
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Accepted Solution

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RHADMIN earned 0 total points
ID: 34158131
Hi Janice,

I found a way to by-pass all(almost) IP built-in ugly error msg. window by doing the validation & submission through code only.

Thanks,
-Rick
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by:RHADMIN
ID: 34186405
solution found
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