Solved

First time at using info path and stuck

Posted on 2011-03-17
4
310 Views
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


0
Comment
Question by:mhamer
  • 2
4 Comments
 
LVL 2

Assisted Solution

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!
0
 
LVL 15

Accepted Solution

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

http://www.bizsupportonline.net/ 
0
 

Author Comment

by:mhamer
ID: 35160713
Cool thanks guys
0
 

Author Closing Comment

by:mhamer
ID: 35222068
thanks guys
0

Featured Post

Free Tool: Site Down Detector

Helpful to verify reports of your own downtime, or to double check a downed website you are trying to access.

One of a set of tools we are providing to everyone as a way of saying thank you for being a part of the community.

Question has a verified solution.

If you are experiencing a similar issue, please ask a related question

Since upgrading to Office 2013 or higher installing the Smart Indenter addin will fail. This article will explain how to install it so it will work regardless of the Office version installed.
You need to know the location of the Office templates folder, so that when you create new templates, they are saved to that location, and thus are available for selection when creating new documents.  The steps to find the Templates folder path are …
The view will learn how to download and install SIMTOOLS and FORMLIST into Excel, how to use SIMTOOLS to generate a Monte Carlo simulation of 30 sales calls, and how to calculate the conditional probability based on the results of the Monte Carlo …
Learn how to create and modify your own paragraph styles in Microsoft Word. This can be helpful when wanting to make consistently referenced styles throughout a document or template.

679 members asked questions and received personalized solutions in the past 7 days.

Join the community of 500,000 technology professionals and ask your questions.

Join & Ask a Question