Submit options for Infopath form in sharePoint form Library
Posted on 2014-03-26
I have created an expense report form by creating an infopath template (.xsn), and I am using that template for new form submission to a SharePoint doc library. Each doc gets named on submit by contatonating the user name with the date. This works great. But if the same person opens it on the same day and edits it, or if they try to create a new one on the same day, it won't submit because it has the same file name. Here's what I would like to happen.
I can change the on submit file naming to include the time, to take care of naming problems. But i need a system for the submit button that recognizes a new submission and submits it, or overwrites the old file if it is not a new submission. It seems like the submit action always thinks it's a new submission. Users could use the save button and I could wipe the submission button out, although I like it because it's obvious to the users, but when they are creating a new form, the save button seems to want to save locally, not to SharePoint. So it looks like the users would have to know to use the submit button if they wish to add a new form entry, and the save button if they want to edit it. That doesn't sound user friendly to me.
So what's the best way to handle something like this? I would like to either make the save button do both things that I want or the submit button, but i would rather that the users don't have to choose which to use given the situation.