NerdyHearn
Home
Blog

Contact
Mailing List

Software

Active Directory Products
Object Compare
Permission Compare

IPhone Products
Calls To Calendar
SMS To CSV
SMS To Gmail
Voicemail To Gmail

Sites
DocuTerminal
How Long For Me
My Music To Me
SaveMySerials
TypeCount

Blog
Twitter

NerdyHearn - Blog


<< Back To All Blogs

Automatically Setting File Name in SharePoint when submitting an InfoPath 2007 Form

Wednesday, June 3rd, 2009

InfoPath is a very powerful program. Using it with SharePoint makes it even more powerful. However, SharePoint often requires some "magic" to be performed in order for things to work properly with InfoPath. This time around it is a change on the InfoPath side seeing as I needed to have the ability to automatically set the filename of an InfoPath document that was saved to a form library in SharePoint.

This was actually a very easy task to complete once I figured out how to do it, but it took me a little while to dig this up, so here it is:

In InfoPath 2007, at the main screen, go to Tools -> Data Connections.

If you have an existing data connection for submitting to SharePoint (which in my case I did), select your data connection and select modify. Otherwise you will have to create a new connection, but the majority of
these windows are identical.

On the first modify page you will see your Data Connection Library, and then an empty field for
File Name with a Fx button next to it for selecting functions.

In my case I just wanted to use the current time stamp, so I clicked on the Fx button, clicked insert function, went to Date and Time list, and selected now(), which will return the current timestamp.

There are a wide range of functions that you can use, as well as the ability to include data from other fields of data that are filled out on the form.

Select your function/field group as you desire, click through and you are done.

One other thing that I did to make the form less confusing was remove the bars at the top and bottom
of the form (in a browser form) that allow you to save, save as, etc.

To do this, go to Tools -> Form Options. Select the browser list (should be selected by default),
uncheck the two checkboxes that say "Show toolbar at top of form" and "Show toolbar at bottom of form".

Publish your form and you are good to go!

InfoPathin' Tom Out.

Tags

SharePoint InfoPath

Related Blogs

Retrieving User Name and MetaData through WCF Web Services for SharePoint 2010
Fixing "Error in loading DLL" in SharePoint
What causes "Please wait while scripts are loaded..." in SharePoint
Fixing MOSS Search Crawler issue for "The specified address was excluded..."
Fixing MOSS/WSS SharePoint errors with Alternate Access Mappings

Comments

Currently no comments.

Add A Comment

Name:


URL:


Email Address: (not public, used to send notifications on further comments)


Comments:



Enter the text above, except for the 1st and last character:


NerdyHearn - Latest tech news relating to C#, ASP.NET, SharePoint, PHP, general development, and more. DocuTerminal - Online Filing Cabinet solution. Scan, search and archive your paper documents. SaveMySerials - Protect yourself from theft, fire, natural disasters and more by recording your serial numbers My Music To Me - Stream your subsonic music collection to your Sonos wireless system TypeCount - Count how often you type across different computers! ServrTrackr - Monitor your SSL certificates, website uptime, and DNS configurations