hide/show options

Question

Hi in my project..i have a requirement where in there is a request/application form.I need to hide/show some options if a user selects no/yes.

my manager does not want me to do any coding or customization.I can use info path,Sp designer..I did it through infopath but anyother ways?

And also they need save,submit,cancel buttons at the bottom..

Submit,cancel i did but can anyone suggest how to save the form without submitting.

Answer 1

Hi Daniel,

InfoPath would be the best choice for your requirement.

The show/hide portion is covered in detail here.  You can review your current approach with following articles:

http://www.inclusivedesignsolutions.com/infopath/infopath-conditional-formatting-showhide-optional-section-via-checkbox-or-radio-buttons/

http://office.microsoft.com/en-us/infopath-help/hide-or-disable-a-control-based-on-values-in-a-form-HP001096364.aspx

W.r.t the Submit Form:

InfoPath form can be saved/submitted to multiple locations like Sharepoint List, MS Access, SQL Server, Web Service, Email Message.

You can connect it to datasource, where a new item will be created when user clicks submit button.  This is explained here:

http://office.microsoft.com/en-us/infopath-help/an-introduction-to-submitting-infopath-forms-HA001144486.aspx

http://office.microsoft.com/en-us/infopath-help/submit-form-data-to-a-sharepoint-library-HA010107057.aspx

Hope this helps.

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Thanks & Regards,
Kamlesh | Blog | Twitter | Posting is provided "AS IS" with no warranties, and confers no rights.

Answer 2

I presume the workflows work based on the status of the application. Hence change the status to "Saved" on click of Save.

2 actions would comprise this button

1) Save

Condition - None

Rule type - Action

Run these actions: a) Set field's value : _FormButtonAction = Saved

b) Set field's value: _SaveForm = false

c) Set field's value: _ServiceRequestStatus = false

Another action would be

2) PostBackData

Condtion - None

Rule Type - Action

a) Submit using data connection - (create data connection to your sharepoint library and reference here)

b) Switch to viewSaveAsDraft

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Sharepoint Dummy