First time at using info path and stuck
Posted on 2011-03-17
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