WSS 3.0/InfoPath problem 1

[fryera]

Hi All,

I am fairly new to WSS 3.0 and InfoPath and have been asked to produce a user form, which will allow users to keep track of certain details. Key to the user requirements are the following:

1) The user needs to create a new version of the form when in an "online" status and this will be populated with some data from a database and saved to a WSS List.
2) When the form is saved some details need to be populated in the list, which prevent duplicate forms being created. I have had to do this by saving, checking in, updating the details and checking out again.
3) Once the user has populated their form then I need to save a local copy of it which they can then fill in without the need to be online
4) Finally, once it is completed then the form will be checked back in with the correct details.

The problem I am having is that WSS doesn't appear to be creating a draft of my document. I have set it so that it requires check out and that it creates draft versions, but when it is checked out no draft is created. In addition if I try to check it in manually then I get a message indicating that it is expecting a draft copy, but hasn't found one.

Does anyone have any ideas what I am doing wrong here?

Thanks in advance



Andrew

 

[ehaze]

1. You normally create new forms from a form template. Then save those forms to a Form Library. You can also use Data Connections to write data to other places, like a List.

2. When saving a form for the first time, try saving it with a unique name. I normally use something like this: ClientNameField-Now(). Now is a function built into InfoPath. Then a Rule, do a condtion: If FormStats Note Equal to 'New', do a Save.

3. Not 100% sure about this one. The user could do a Save as to their desktop, work the form, then Submit (submit button on the form) the form back to the Form Library.

4. Think #3 ^ covers this. Personal rule of thumb, I ALWAYS disable the default InfoPath buttons... Save, Save As.


Draft, are you sure you enabled Major and Minor version in the Library Settings.


good place only focused on this topic:

http://www.infopathdev.com/forums/

http://www.sharepointed.com/

 

[fryera]

Hi,

Many thanks for your reply. I think the problem with the drafts not being created is because InfoPath forms service is only included with MOSS and not WSS.

I have ended up having to do a really convoluted way, which involves:

Save the document on WSS
Check out
Save a local copy

On submit:
Do a save as to overwrite the server copy
Check in.

It appears to work anyway!

Thanks