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MS Office Forum / General MS InfoPath Questions / March 2008Default filename for saving infoPath 2003 forms into Sharepoint Library?
My infopath form has three fields: 1. UserName (string/char) 2. UserID (integer) 3. RegistrationDate (date/time) I'd like the form name to default to: UserName-UserID- RegistrationDate When the user clicks on SAVE. So, for example if the user name in the form was 'John Smith', the ID was 127 and the registration date was 2009-10-01, the default filename presented to the user upon save would be: John Smith-127-2009-10-01 I think I see the place in the customized save script to place the code. However, I'm not sure what code I'd need to set this up. The form is using VBScript... > My infopath form has three fields: > 1. UserName (string/char) [quoted text clipped - 3 lines] > RegistrationDate > John Smith-127-2009-10-01 Very simple without code. I did it in infopath 2007 but i think 2003 is exactly the same. You need to setup a send data connection to form library. When you create it the wizard ask for a file name.. here you can click on "fx button" and enter a function to build a filename based on form field. Insert function, choose string concat, then click ok now you have the concat function with 3 palceholeders..double click on the first and select the form field you want. Do the same for other fields. You can add how many fields you want. When done.. confirm. Then finish the connection wizard. now create a button "SAVE", with a rule that submit the form using connection.. and choose yours. Done :) I hope this help. Sorry for my english and confused explanation :P Wow - what a great technique - thanks! Minimal programming. I never would have figured this one out... One thing though. There's no option for the user to make changes to the filename. What I had in mind was something like the windows filesave dialog - where you can set up an initial default name, but the user can still override. Is there a way to do this using the same technique? > > My infopath form has three fields: > > 1. UserName (string/char) [quoted text clipped - 22 lines] > > Sorry for my english and confused explanation :P > Wow - what a great technique - thanks! Minimal programming. I never > would have figured this one out... And with this technique if you have a Form Services you can publish and open directly on browser.. if you wirte code inside the form you need the administrator to publish the form if you want to open it in browser. > One thing though. There's no option for the user to make changes to > the filename. What I had in mind was something like the windows > filesave dialog - where you can set up an initial default name, but > the user can still override. > Is there a way to do this using the same technique? So simple.. but I don't know if you like it. Place a textbox named FileName to fill with the filename. In the save button add a new rule (before the rule that save the form) executed when FileName is empty .. then set FileName value with the formula you wrote in the connection. Then go in the form connection property and for module name.. clic on formula button.. delete all the old formula.. then add a field.. obviously the filename field. So.. if filename filled by the use.. it take this as file name.. else if blank.. it take your formula. All clear? :) On Mar 5, 11:00 am, ".-=] ExTrEmE [=-." <extrema...@hotmail.com> wrote: > > Wow - what a great technique - thanks! Minimal programming. I never > > would have figured this one out... [quoted text clipped - 21 lines] > blank.. it take your formula. > All clear? :) Hmm, yah that'll work. Is there a way to add a field to the form so that it is visible, but so that it doesn't print when somebody prints the form? > Hmm, yah that'll work. Is there a way to add a field to the form so > that it is visible, but so that it doesn't print when somebody prints > the form? You can use views. You can set up view for printing.. where the field don't appear..
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