Solved

Duplicate InfoPath form on SharePoint 2010

Posted on 2014-03-10
8
2,955 Views
Last Modified: 2014-04-11
I have a library with InfoPath forms on SharePoint 2010. The form has a lot of fields. In some situations users need to fill out several forms that are very similar. Is it possible to make a duplicate of the first form and then only change the fields that are different? How do I do it? Can I do it in the browser? Thanks!
0
Comment
Question by:MisUszatek
[X]
Welcome to Experts Exchange

Add your voice to the tech community where 5M+ people just like you are talking about what matters.

  • Help others & share knowledge
  • Earn cash & points
  • Learn & ask questions
  • 3
  • 2
  • 2
  • +1
8 Comments
 
LVL 32

Expert Comment

by:Jamie McAllister MVP
ID: 39918037
Not really, because you'd have to rebind all the fields to the right columns.

With this limitation in mind, even just copy and pasting the fields from InfoPath Designer into the other Form (also in InfoPath Designer) will work.

You can't do this from the browser.
0
 

Author Comment

by:MisUszatek
ID: 39918056
So there is no option to open it and use "save as" to create a copy of the form?
0
 
LVL 28

Expert Comment

by:clayfox
ID: 39918453
You could create a generic IP template which would cover all three(?) form libraries and publish it to all three.  Then update the IP form in designer and create additional submit connections to each of the Libraries.  Then logic in the form could determine which submit to use.  This way you could maintain a common form and based on the data or selection of the user, direct it to the correct library. You could also have multiple views which again based on the data or user could be tailored for each one.  This way you can give the appearance of multiple forms and libraries while having one common form.

It is probably easier to create new libraries then to try and retrofit the existing ones, but depending on how similar could probably be done.

www.infopathdev.com is a good resource as well.
0
The Eight Noble Truths of Backup and Recovery

How can IT departments tackle the challenges of a Big Data world? This white paper provides a roadmap to success and helps companies ensure that all their data is safe and secure, no matter if it resides on-premise with physical or virtual machines or in the cloud.

 
LVL 28

Expert Comment

by:clayfox
ID: 39918462
After rereading I guess you are not wanting multiple libraries but you may want to have a default record.  

You can set a default but you also can connect to the same library and have the user select a previous record to template the new one on.  When they select query the selected record and then use the set field action to fill all the fields in the current form from the selected one.  Typically save the ID of their selection then use a filter where id equals what was selected.

This action is browser compatible.
0
 

Author Comment

by:MisUszatek
ID: 39919138
I am looking for a very simple solution. What happens if I just use Explorer View and create a copy of the already existing form? Can I break anything that way? Will this work?
0
 
LVL 28

Expert Comment

by:clayfox
ID: 39919154
You would need to look at how the filename is determined but you certainly could open an existing form, change some things,  and submit it again with a different name.
0
 
LVL 32

Accepted Solution

by:
Jamie McAllister MVP earned 500 total points
ID: 39919885
Yes, I also see we're talking about a Form Library, not a list form as I originally thought.

Forms in a library can be copied (in explorer view or you can download and re-upload the item). As long as it has a different name it's fine. You then need to edit the form to change whatever you need. It's also possible to change it in the XML that the form is made from (it's a pretty clear schema and easy to hack).
0
 
LVL 6

Expert Comment

by:livanescu
ID: 39935456
how do you name your forms? naming convention is the key here.
if you have to submit a form under a different name, then just  allow the submit button to be available in UI and make sure there is no conflict when naming.
This will offer one the option to "open" an existing form and "Submit" again under the newly-assumed name.
I hope it works for you,
0

Featured Post

Announcing the Most Valuable Experts of 2016

MVEs are more concerned with the satisfaction of those they help than with the considerable points they can earn. They are the types of people you feel privileged to call colleagues. Join us in honoring this amazing group of Experts.

Question has a verified solution.

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

The Scenario: Let’s say you have a quote worksheet in Excel that you use to work up sales figures and such for your clients. You utilize SharePoint to manage and keep track of these documents. You would like values from your worksheet to populate Sh…
I recently came across an issue with a MOSS 2007 deployment where access into some sub-sites were denied, even for the MOSS farm administrators. A bit of background to the setup of this MOSS farm; this was a three server setup, consisting of a fr…
Come and listen to Percona CEO Peter Zaitsev discuss what’s new in Percona open source software, including Percona Server for MySQL (https://www.percona.com/software/mysql-database/percona-server) and MongoDB (https://www.percona.com/software/mongo-…
Do you want to know how to make a graph with Microsoft Access? First, create a query with the data for the chart. Then make a blank form and add a chart control. This video also shows how to change what data is displayed on the graph as well as form…

717 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