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Steps to setup Request Form in Sharepoint

Posted on 2011-09-08
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Last Modified: 2012-06-22
I'm somewhat new to infopath and sharepoint 2010 and my goal is to have a user request form created in Infopath, have that form template be available within Sharepoint for people to fill out, and then automatically create a task to fulfill that request.  Is that at all possible? If it can't automatically create a task, I'd like it to at least be put somewhere with notification that it has been created.  Thanks!
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Question by:czaz
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Expert Comment

by:ivan_vagunin
ID: 36509145
Hi! These are two different tasks:
1) Create and publish info path form:
http://p2p.wrox.com/content/articles/customizing-sharepoint-2010-list-forms-infopath-2010

2) Create a task once item is added in list.
There several ways to accomplish this - e.g. use event receiver or workflow. If you're not a developer then I guess the best way is to create a workflow, that will be started on item creation, using SharePoint designer.

Also check this discussion:
http://social.msdn.microsoft.com/Forums/en/sharepointworkflow/thread/a7cd6fc7-b044-41f3-808a-131ce637d1c0

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by:czaz
ID: 36510359
Thanks.  I haven't found a clear way of automatically populating a due date.  I would like the due date to automatically be 3 days after the start date.  Do you know how to go about making that happen?
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ivan_vagunin earned 2000 total points
ID: 36511303
I guess you can do using calculated field. Try to use following formula: =[Created] + 3
http://msdn.microsoft.com/en-us/library/bb862071.aspx

If you want just to set default value for the column this can be done as well in field settings:
http://arabic2000.com/blog/index.php/archives/350
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