Using SharePoint Online - Office 365, with SharePoint Designer and InfoPath. So, I am looking for a no code solution - if possible.
I am setting up individual client sub-sites. Each client will have an intake form to complete. I created the form in InfoPath, and set it up to create a unique file name on opening form for the first time as well as updating that form if the user re-opens and edits.
I am having some trouble though in figuring out how to lock the user in to that one form and do so with a workflow by possibly creating a link to "Begin" (to kick off the instance of the new form) and the "Edit" (after they created it) the form.
How can I create a link to create the InfoPath form?
After the client begins the form (new form), how can I create a link to just edit that one form?
How can I do this in a workflow?
And, is it possible to lock the user out of creating new instances of the form?