Timeline for Using different InfoPath forms for Edit or Submit
Current License: CC BY-SA 3.0
6 events
| when toggle format | what | by | license | comment | |
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| Feb 11, 2014 at 21:30 | comment | added | teylyn | Keep in mind that the document stored in the library consists purely of XML. The XML is rendered with the form template, and the template can be changed and re-published to present the XML in a different way. | |
| Feb 11, 2014 at 21:10 | comment | added | teylyn | If you use IP Designer to make changes to the underlying form (template) logic, like buttons etc., these changes will apply to existing forms (documents) when you re-publish the form template to the library. So, if you change the rules of the Submit button, the new rules will apply to existing forms (documents), too. You can fine-tune how/when new versions of a form are applied to existing forms (documents) in the Form Options under "Versioning". The default is to "Automatically upgrade existing forms". | |
| Feb 11, 2014 at 15:41 | comment | added | jerussell | Sorry, I'm using the wrong words to describe the different pieces of the puzzle. I know how to edit an existing form. The problem is updating an existing document in the form library. You said to create a rule for the submit button based on a helper field (easy enough, I get that), but nowhere in the rules for the submit button is there a choice to update the existing document. It will always submit a new document to the library rather than just updating the current document. | |
| Feb 11, 2014 at 0:29 | comment | added | teylyn | You need to open the form with InfoPath Designer. Download the form to your computer. If InfoPath Designer is installed on your machine, right-click the form and select Design in the context menu. That will open up IP Designer and you can edit the form. | |
| Feb 10, 2014 at 21:13 | comment | added | jerussell | Maybe then the real question should have been "How do you update an existing form?" I assume this would have to be with code? But, your example uses rules. Short version: Nowhere in InfoPath 2007 submit options do I see "Update Existing Form." | |
| Feb 10, 2014 at 20:10 | history | answered | teylyn | CC BY-SA 3.0 |