Wrox Programmer Forums
Go Back   Wrox Programmer Forums > Microsoft Office > Other Office > Infopath
|
Infopath Programming and automation discussions only please. :)
Welcome to the p2p.wrox.com Forums.

You are currently viewing the Infopath section of the Wrox Programmer to Programmer discussions. This is a community of software programmers and website developers including Wrox book authors and readers. New member registration was closed in 2019. New posts were shut off and the site was archived into this static format as of October 1, 2020. If you require technical support for a Wrox book please contact http://hub.wiley.com
 
Old July 17th, 2007, 09:56 AM
Registered User
 
Join Date: Jul 2007
Posts: 1
Thanks: 0
Thanked 0 Times in 0 Posts
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
JOhnny







Similar Threads
Thread Thread Starter Forum Replies Last Post
Infopath 2003 Picture Problem slcuster Infopath 0 August 28th, 2008 08:20 AM
Problem with the 'my:' namespace in Infopath 2003 kris.fan Infopath 0 September 4th, 2007 01:32 AM
Sharepoint 2007 - Shared Services Provider problem MarkS_ORS SharePoint Admin 0 August 17th, 2007 06:53 AM
Install problem on running Infopath toolkit flyfish Infopath 3 March 30th, 2007 01:20 PM
Filtered Sharepoint list, not filtered in infopath wmrdude SharePoint Development 0 July 26th, 2006 05:09 AM





Powered by vBulletin®
Copyright ©2000 - 2020, Jelsoft Enterprises Ltd.
Copyright (c) 2020 John Wiley & Sons, Inc.