Switch Form Views After Submit Using InfoPath 2010 – Best Practices

Tools:  SharePoint 2010; InfoPath 2010

The key to a well designed web form is keeping it cleared of clutter.

For instance, instead of displaying the ribbon commands, include custom Save/Submit and Cancel buttons to control the flow of your form and provide a better user experience.

Setup
1. create custom list form view [edit]
   * will include the button for Save/Submit & Cancel
2. create custom list view – Request Submitted [read-only]
   * will include verbage, links, etc to business user about this request status
2. create custom list view – Request Cancelled [read-only]
   * will include verbage, links, etc to business user about this request status

Configure Save/Submit Button
1. scroll to the bottom of your edit form
2. select ribbon options of Home > Controls > Button
3. name it Save or Submit
4. right-click to select Button Properties
5. select Action of Submit
6. enter label of Save or Submit
7. select Submit Options button
8. select Perform Custom Action Using Rules
9. select Advanced button
10.select Leave The Form Open
   * this allows for the switching of views within a form
11.select OK > OK
Configure Save/Submit Rules
8. select ribbon options of Data > Form Submit
9. set condition to resolve to ‘true’
10.retain the condition to Submit Using Data Connection
11.add 2nd condition to switch views to Submit View

Configure Cancel Button
1. scroll to the bottom of your edit form
2. select ribbon options of Home > Controls > Button
3. name it Cancel
4. right-click to select Button Properties
5. select Action of Rules
6. enter label of Cancel
7. select OK
Configure Cancel Rules
8. select ribbon option of Manage Rules
9. retain the condition to Run when button is clicked
10.set Action to switch views to Cancel view

Configure View Properties [hide view selection from users]
1. select ribbon option of Page Design
2. select view
3. select Page Setup
4. select General
5. uncheck Show on the View menu when filling out this form

Configure Form Options – Show InfoPath Commands in Ribbon or Toolbar
1. select ribbon option of File
2. select Form Options
3. select Web Browser
4. uncheck Show InfoPath commands in Ribbon or toolbar

Configure Form Options – Set Display View
1. select ribbon option of File
2. select Form Options
3. select Web Browser
4. select appropriate Display View [or create one]

How has SharePoint affected you?

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One Response to Switch Form Views After Submit Using InfoPath 2010 – Best Practices

  1. Jessica says:

    For the cancel button, after you have renamed it and clicked rules and custom code, then click okay, you just go to Add rule if: when button is clicked, close form. Sharepoint 2013 and infopath 2010.

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