Let user save and return to browser enabled form

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iamegghead - 14 Feb 2007 00:27 GMT

I'm trying to decide the best way to approach this.

I have an InfoPath 2007 form that I want to be browser enabled. This is a
form where the user will probably not fill it out all in one sitting so I
want them to be able to save it and return to it. When they have finished
filling out the form they can then submit it for further processing.

Since this is a browser enabled form the user can't save locally so I need
to provide a way for them to persist the form and come back to it.

My first thought was to submit the entire form to a web service when they
want to save but I will need to get around validation. I would then need to
give them a way to identify themselves and load their form from the web
service when they come back. I'm a little fuzzy on both these things.

I'm sure this could be done with code but it seems like something that
should be possible without too much code.

Since browser forms are kind of new I'm having trouble finding a lot of
information about best practices for them so any help is appreciated.

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[MSFT] AlexWein - 15 Feb 2007 23:07 GMT

If this is an intranet form, and users are authenticated, you can just
publish your form template, creating a document library; this will
automatically create "save" buttons on the form chrome, and users will be
able to save semi-completed forms to the SharePoint doc lib. You can
configure permissions appropriately so that users can only see their own
drafts.

> I'm trying to decide the best way to approach this.
>
[quoted text clipped - 16 lines]
> Since browser forms are kind of new I'm having trouble finding a lot of
> information about best practices for them so any help is appreciated.

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iamegghead - 16 Feb 2007 01:55 GMT

Thanks for the info,

The initial indication is that there will be mostly internal users but 5 -
10% may come from outside. Assuming we have these external users do you know
how we can accommodate them?

I wasn't aware that you could set up a document library so users can only
see their drafts I thought you set permissions on the whole library, that's
good to know, I'll look into this further.

Thanks for the help

> If this is an intranet form, and users are authenticated, you can just
> publish your form template, creating a document library; this will
[quoted text clipped - 23 lines]
> > Since browser forms are kind of new I'm having trouble finding a lot of
> > information about best practices for them so any help is appreciated.

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