Hey all,

 

Until this point I've managed to avoid Infopath like a plague because
it's never quite clicked with me.  I'm now looking at making
recommendations for our users and I'm trying to understand the
appropriate logical workflow behind saving them to libraries and making
good use of them.  The scenario is a user from one dept will create and
partially complete a form from template and save in the library.
Someone else will then come by and complete/update it. 

 

By default (if it's configured as a web form) you can submit / save /
save as.  I only want users 'Submitting' forms back to the library, not
on their desktop or anything so I went into 'Open and Save' options and
disabled save and save as.  Now I only get Submit, Close and Print which
is good.  I'm then a little puzzled as to why when filling the form out
and hitting Submit followed by Close, it prompts me to save it (?).  The
right choice here is to hit 'no' because it's already submitted it to
the library, but the intuitive choice for a user is to hit 'yes'.
Ideally I'd like it not to display that prompt at all, because I
configured it to display a dialogue on successful submission - "Your
form has been successfully saved".  Anyone know if there's a way to
disable this specific save prompt?  Another quirk I find here is that by
giving users a chance to save it separately here, it allows them to name
the file themselves, bypassing the default / correct naming standard
configured for form submission.  This would introduce the possibility of
duplicate forms being recorded if they first hit Submit, then were
prompted to save again (everybody loves 'Jan 2 temp.docx', right? ;).
Ideally I'd have the form close by itself on successful submission - no
need to hit Close.

 

So it seems there is a difference between 'saving' and 'submitting' -
what do you guys use?  Submit, save, a combination?  Advantages either
way?

 

 

 

Cheers,

Chris

 

 

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