Wednesday, March 3, 2010

InfoPath 2007, saving forms without submitting

Well, I had that need! Where in my context submitting would trigger a workflow, a chain of emails saying what has been done and what needs to be done and so on. . .

Background: I have a forms library that house all the template forms and when any of the forms is filled and submitted, it will be submitted to its corresponding forms library. I thought it will keep the house clean. That was cool. . . but setting up that way was not very easy for me.

I had custom workflow for approval. Why? because approver was selected in the form. (See pervious posting)

After few test run, user wanted to save form without "submit"-ting it. I googled for "saving without submitting," thanks to all helper in infopathdev.com. The problem is, in SharePoint, container where the doc is opened is the default place for saving and my template form did not have "save" option.

I came with this solution.
Add a "Draft" checkbox, when checked, user meant, they are still playing with it and not yet ready for processing by workflow, and if not checked, otherwise. So, I created a Step 1 in my workflow to check the "Draft": if checked do not do anything stop the workflow else do what you are supposed to do.

and That worked!

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