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MS Office Forum / General MS InfoPath Questions / August 2007

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Create document names on Submit

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Paresh - 31 Jul 2007 08:55 GMT
Hi,

I have created a browser based form.  In that I would like to have a
custom submit functionality.
I would like to create my own document names using some custom logic.
I do not want to give users an option to provide their own document
names for saving documents in MOSS document / form library.
Rather I would like to have something like when a user clicks submit
button on the IP form, the application automatically generates the
document name and the form is saved using this name into the document
library.

Any pointers in this direction?

Regards,
Paresh
Kalyan G Reddy MVP (GGK Tech) - 31 Jul 2007 09:28 GMT
Hello Paresh

Do you want to create a Form name based on some Fields value in your Form or
you want a GUID Kind of thing which is unique for every form

Signature

Kalyan G Reddy - INFOPATH MVP 2007
http://www.ggktech.com

> Hi,
>
[quoted text clipped - 12 lines]
> Regards,
> Paresh
Paresh - 31 Jul 2007 09:51 GMT
On Jul 31, 10:28 am, Kalyan G Reddy MVP (GGK Tech)
<KalyanGReddyMVPGGKT...@discussions.microsoft.com> wrote:
> Hello Paresh
>
[quoted text clipped - 22 lines]
>
> - Show quoted text -

Kalyan, I want to create document names depending on certain field
values in my form.  I don't need any GUID sort of a thing.

Regards,
Paresh
Kalyan G Reddy MVP (GGK Tech) - 31 Jul 2007 13:28 GMT
Hello

Follow these steps to submit the form based on the Value in the Form

Open the Submit button Properties
Select Submit from the Action Drop down
Select Enable submit Command and buttons radio button
Select where you are Submitting in the Submit To Drop down
Click on Add to Choose dataconnection Like sharepoint etc
In the dataconnection Wizard select the field in the Form name field by
selecting the Fx button at the End of the field
Insert the field/Function /Formula  from you want the value to come in

I hope this helps you

Signature

Kalyan G Reddy - INFOPATH MVP 2007
http://www.ggktech.com

> On Jul 31, 10:28 am, Kalyan G Reddy MVP (GGK Tech)
> <KalyanGReddyMVPGGKT...@discussions.microsoft.com> wrote:
[quoted text clipped - 30 lines]
> Regards,
> Paresh
Nevercrashnow - 02 Aug 2007 13:06 GMT
Suggestion:

I usually add a hidden text field to the form data structure called formName
and in this field I specify the name of the form as the defaut value.  When I
am setting up my submit rules where it says the filename for the form then I
pick "function" then "concat" and I do something like:

formName  employeeName  reviewDate

[asuming there is an employee name and review date field in the form]
So when it gets submitted the filename is:

ReviewJohnSmithdate

BonusTip:

when you put the value in the formName hidden field use an underscore
character on the end so your final filename in the library will be like this:

Review_JohnSmithDate.

> Hi,
>
[quoted text clipped - 12 lines]
> Regards,
> Paresh
 
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