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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.


SharePoint InfoPath

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