Merging Data

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Martin - 05 Sep 2007 20:48 GMT

I have one infopath form and 5 people using it. I would like all people to
update this form and generate\extract the data. Does any know how to do this?

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David Dean - 06 Sep 2007 02:18 GMT

Do you mean "form" or "form template"? Do all users have to edit a single
form document, or would they be creating/editing separate form documents that
are later merged together?

Like other Office apps, only one user at a time can edit a form document;
however, multiple users can work with the same form template simultaneously
as long as they are creating or editing different documents.

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David Dean
Sr. Member Technical Staff
Insource Technology Corp.

> I have one infopath form and 5 people using it. I would like all people to
> update this form and generate\extract the data. Does any know how to do this?

Reply to this Message

Martin - 06 Sep 2007 13:16 GMT

That is a good question. The idea is to have one "form" (shared if
possible..I know you can share excel and have multiple users edit the doc)
and have multiple users enter data into the form. If possible, I would like
to stay away from the merging and build off of one "form" or *.xml file.
What I am doing is importing the data into access and building a report off
of this information (dont have crystal report). Here is the kicker, this
information would need to be utilized by each person add the end of the year
for reporting. So I would need to somehow extract the data they entered and
build a report off of that.

So I am left with creating one (1) form and updating that form\*.xml file,
if possible.
Or having each individual utilzing the form but creating nurmerous *.xml
files and at the end of the year merging them for a report.

Make sense? Thanks.

> Do you mean "form" or "form template"? Do all users have to edit a single
> form document, or would they be creating/editing separate form documents that
[quoted text clipped - 6 lines]
> > I have one infopath form and 5 people using it. I would like all people to
> > update this form and generate\extract the data. Does any know how to do this?

Reply to this Message

David Dean - 06 Sep 2007 14:04 GMT

I guess the approach depends on what you ultimately want to do with the data.
InfoPath doesn't have to store the submitted data in an XML file. You can
submit to a web service (or directly to SQL Server or Access if you aren't
using browser-enabled forms in SharePoint 2007). The main limitation you'll
run into if you use a single XML file is that only one user at a time can
edit the file.

InfoPath does provide a feature that can merge multiple form documents into
a single form. It's intended for just the problem you're describing.

Signature

David Dean
Sr. Member Technical Staff
Insource Technology Corp.

> That is a good question. The idea is to have one "form" (shared if
> possible..I know you can share excel and have multiple users edit the doc)
[quoted text clipped - 23 lines]
> > > I have one infopath form and 5 people using it. I would like all people to
> > > update this form and generate\extract the data. Does any know how to do this?

Reply to this Message