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First time at using info path and stuck

Posted on 2011-03-17
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Last Modified: 2012-05-11
As a side line at work I'm trying to improve a process.
Step 1 a form is filled in (word doc manual)
This is then handed over to person 1. Who checks it
Then it goes to manager 1 to copy to a file share and pass it oto a different department.

Records and versioning needs to be kept

I have made an info path for that reflects what the word doc did

Im now stuck, we have share point so that seems a good. Place to handle work flow. But I'm a newbie at this. First time using info path today
Do you know of any simple guides that could help me, have a day off tomorrow would be nice to get somewhere with it.

Essentially how do you read from a data source
How do you right to a data source
How do I ensure that a field has a unique value based on a data source.   Ie. Case number

I don't have to use info path or share point just seemed a good choice

So open to suggestions


I'm using info path 2010
Sharrepoint 2007 or 2010 if it's a better match


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Question by:mhamer
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by:R4inc
R4inc earned 150 total points
ID: 35159999
First of all, Sharepoint 2010 is great.  Totally worth it if you can use that, especially with InfoPath 2010.  When you create the form, you can setup a data connection to the Sharepoint server.  You will need to choose how you want the connections to be, but for something simple, you can create a document library to store the form.  In this library, when you click add a new item the form will open and the user fills it out.  You can then set a workflow to route the document wherever you want it to go.  I suggest getting Sharepoint Designer 2010 and looking at that.  For reading from a data source, you can use a SQL connection or if you want it simple, you can connect to a Sharepoint list.  When you setup the field, you point it at that data connection and it will pick up those values.  I am pretty new to InfoPath and SharePoint myself and have mostly learned from Google and other Experts here.  Good luck!
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Accepted Solution

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melli111 earned 350 total points
ID: 35160448
This site really helped me through it when I first started using InfoPath:

http://www.bizsupportonline.net/ 
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Author Comment

by:mhamer
ID: 35160713
Cool thanks guys
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Author Closing Comment

by:mhamer
ID: 35222068
thanks guys
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