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  • Question

  • Hi, I am creating a purchase order form using InfoPath and it is a template for a form library.  I have a submit data connection which sets the filename as the order number field (text box).  I have a checkbox field named "order complete".  If this is "FALSE" and the form is submitted, the order number is set to "DRAFT-Initials-Date".  This allows the users to edit the form many times until the order is ready to be submitted.  If the "order complete" box is then updated to "TRUE", the order number is changed to the official naming convention "18-Initials-Date-Dept".

    My issue is that there are then 2 forms in the library - the DRAFT and the official order.  How can I set it up so that the DRAFT form is overwritten or deleted once the official order is submitted?

    Rachel

    Tuesday, September 19, 2017 9:27 AM