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Old July 17th, 2007, 09:56 AM
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Default InfoPath with Sharepoint Problem

A person (claim examiner) enters information about a claim into an application. At the end of this he wants to print a document with information about the claim.

I want to allow other people within the organisation (template authors) to create templates that can be used by the claim examiner.

One option that I am considering is to allow the template authors to create those forms in InfoPath 2007. By using a Visual Studio Tools for Office custom task pane in InfoPath, they can drag and drop fields relating to a claim into the template that they are creating.

In other words, the template may start out .. 'Dear Mr ClaimantName]' The template author

has typed 'Dear Mr. ' and then selected the ClaimantName field from a list of available fields on the custom task pane in InfoPath.

This template is saved and uploaded to Sharepoint to be available to claim examiners.

When claim Examiners who enter details about claims, want to print information about the claim, they can select a template from a list of available templates.

A form will open up that knows which claim it is being called for. It begins by 'resolving' the fields such as ClaimantName by replacing it with actual data for the claim, e.g.

'Jones'. The form now reads 'Dear Mr. Jones'

While some fields will be read-only, the Claim Examiner can enter other text into the form where the template author has put textboxes for him to type into.

At the end of the process the claim examiner can print out or email the final claim document.

Has anyone done anything like this and if so what is the best way to approach it?

Thanks for any help you can give

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