new/inexperienced SP user here. I recently created an InfoPath form to publish on a SP site. I'm a bit confused about a couple of things. The form is a "Change Request" and we want to collect, track and archive these requests. We also want to have the team responsible for that tracking to get notifications when a new entry is submitted.
1) I want to collect/archive all entries made via the form. I thought that I needed to set up a library where the data would be stored, so I created one and indeed data shows up here, however only ONE record. If I try to enter a 2nd record, I get an error telling me the file already exists (I did not check allow overwrite). If I do check allow overwrite, it will let me save all the form entries I want, but it overwrites the file each time with just the last record entered...so I need to know how do I create a file that will collect every form entry submitted?
2) Once the submit button is clicked, I want the form to close and return to the home page OR clear so another entry could be made if needed...either would work. I have set the submit options to close, and I've also ticked off the button to show in both the ribbon and the form. I also don't know how to get rid of the save/save as etc. ribbon at the top of the form when it opens in a browser.
3) How do you set up an alert so that our team can get an email when a new entry is submitted? Can a workflow be used? I read up on workflows but not sure this is what I am really looking for.
4) If I set up a library where the data is sent to, and once I am able to collect more than just one record, should I not then be able to download these records as an excel file?
A lot of questions I know, but I've gotten some good help out here before so hoping for more of the same with this.
Hi Marek - thanks for responding/clarifying. I'm still a it confused though. What you say indicates that if I create a filename that multiple records could then be saved to the same file? If that is the case, then this sounds like what I want to happen, but I am still unsure of how/where to accomplish this. In InfoPath I have the option to submit data to email, web service, SP library etc. I chose SP library. In the Data connection wizard I specified the library and the name of the file - do I need to specify name/type like "form.xlsx"?