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Situation:

I have a request to create a InfoPath form to request new product be brought into a company. Once an End User makes the request, they are assigned a task to upload the required documentation pdf file to the correct SharePoint Doc Library.

Question:

Is there a way to relate the pdf file to the Infopath from in order to copy some of the InfoPath form's information to the metadata of the pdf?

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If i understand your question correctly, Yes, you can add a file input to the infopath form.

https://support.office.com/en-us/article/insert-a-file-attachment-control-8e8e102f-fad5-4440-bc28-d28944f85287

This could be in a different view of the form because its in a different "state"(after request it goes to review), where the PDF could be uploaded.

I am pretty sure this can be saved as a document in a separate library or as a file attachment in the list.

  • Can you please add brief details from the link. – Asad Refai May 10 '18 at 1:00
  • When I try to use the file attachment field, I'm not able to access it from SPD because I'm unable to set it as an available column in the SharePoint list. – vanblart May 11 '18 at 13:16

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