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Using just SharePoint 2010 and InfoPath (with no access to SharePoint Designer or workflows) can the following be achieved?

List Schema (Simplified):

  1. Action - Text Field
  2. Current Target Date - Date Field
  3. Original Target Date - Date Field

Requirement:

  1. Use an InfoPath form for entry, only presenting the user with "Action" and "Current Target Date" to populate.
  2. On record creation the value in "Current Target Date" is also written to "Original Target Date"
  3. Any further updates to "Current Target Date" would not change "Original Target Date".

Thanks in advance for any help/advise provided.

  • You can customize the list form using infopath. Create 3 forms for new, display and edit. On new form set default value of Original Target Date to Current Target Date. On Edit form, don't change anything. See this article on how create forms for list. – Ganesh Sanap Jul 29 at 13:56
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I'm unaware of which version of InfoPath you're using (or if you can use 2013 in 2010 SP)... But with InfoPath 2013 at least, you can create rules on fields. In this case you'd want to set the following:

  1. Create dateCurrent and dateOriginal Date Fields.

  2. Go to Manage Rules, select dateCurrent and create a new Action Rule.

  3. Add Rule:

    1. The Condition for the rule should be if dateOriginal is Blank
    2. The action should be of type Set a field's value
    3. Select dateOriginal
    4. in the fx popup by the Value field,
    5. select insert Field or Group and select dateCurrent.
  4. Click OK on all the popups

The field should now update only if it's empty otherwise it'll copy whatever is in the CurrentDate field.

I assume there's a similar concept in InfoPath 2010, however I've never used it to confirm.

enter image description here

  • I think that may work quite well, will give it a go tomorrow. Thanks! – AndyB Jul 29 at 20:42

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