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MS Office Forum / General MS InfoPath Questions / March 2008

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How to show the forms library item data in infopath task form

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Srinivas - 06 Mar 2008 15:56 GMT
I have an infopath forms library list in my SharePoint site. (Forms library
is basically a document library whose content type is of InfoPath forms type
or xml document type) This list holds the request forms which end users
submit using the browser based infopath form.

I have my custom workflow developed in VS 2005 attached to the abvoe
forms/document library. My custom workflow has couple of task forms developed
using InfoPath again, which the reviewer and approver uses to
approve/re-assign/reject the request form.

My question is how to show the whole request forms data preferably with the
same design and structure within the task forms. So here I am trying to show
the request form which is a infopath form in a task form which is again
another infopath form. May be atleast a readonly view of the request form
will also suffice.

This helps the reviewer and the approver to see the client request within
the task form and take the decision to approver or reject or re-assign.

I hope I am clear with my question. Please let me know your comments and a
direction to go around to solve this.

Thank you!
Clay Fox - 06 Mar 2008 17:31 GMT
Are all of the forms browser based? Or do the approvers use the client?

You could have a hyperlink or button to open the original form possibly.

Often I find it easier to make the original form so that it can handle all
three user types rather than the complexity of seperate forms.  So put the
workflow in the form so that the approver has an adidtional view or can see a
section hidden from the requestor. Same for the reviewer.
This cuts down on the number of forms and the complexity of the workflow.

I am doing a browser based project right now that sounds identical.  If you
want to email me from here http://www.infopathdev.com/members/clayfox.aspx
I could show you the basic layout.
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Clay Fox / Microsoft InfoPath MVP
www.InfoPathDev.com / The InfoPath Authority / Downloads, Samples, How-To,
Experts, Forum

> I have an infopath forms library list in my SharePoint site. (Forms library
> is basically a document library whose content type is of InfoPath forms type
[quoted text clipped - 19 lines]
>
> Thank you!

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