Get Step-by-step Build Advanced Infopath Form And Sharepoint Designer Workflow

This guide provides a comprehensive approach to filling out the Step-By-Step Build Advanced InfoPath Form And SharePoint Designer Workflow. Follow these clear instructions to navigate through the process seamlessly and effectively.

Follow the steps to build your advanced InfoPath form and set up a SharePoint Designer workflow.

1. Click the ‘Get Form’ button to obtain the form and open it in the designated editor.
2. Create a new SharePoint form library and set the target SharePoint site for the form.
3. Add five fields to the form: RequestNumber (String), Justification (String - mandatory, multi-line), StartDate (Date - mandatory), and EndDate (Date - mandatory).
4. Include two action buttons: Submit and Cancel.
5. Design three views: Default View (edit mode), Read Only View (to show submitted forms), and Thank You View (to confirm submission).
6. In the Default View, include a table and drag the mandatory fields you created. Ensure the layout meets the user’s needs.
7. Add a new view using the Ribbon menu by navigating to Page Design > New View and name it 'ReadOnly'. Set it to read-only by adjusting the view properties.
8. Repeat the steps to create the Thank You View, ensuring it contains a calculated control displaying the Request Number.
9. Publish the form to the SharePoint server using the publishing wizard and provide the SharePoint site URL.
10. Expose required fields as columns in the SharePoint form library: Request Number, Start Date, End Date, and Justification.
11. Set up the submit connection to save the form data to the targeted library using the add connection wizard.
12. Adjust the form submission options to leave the form open after submission.
13. Create a Form Load rule to determine if it is a new or existing request and switch views accordingly.
14. Build a dynamic Request Number when a new request is initiated using the provided formula.
15. Finalize the submit rules to save the form data to the library and switch to the Thank You View upon successful submission.
16. In SharePoint Designer, create a workflow to manage the approval process, configuring task assignments and triggers.
17. Connect the task form to the Vacation Request library to ensure the approver can see necessary details.
18. Publish the form and test it by submitting a new vacation request, verifying that the request number generates correctly.

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