1 form - 4 views

[RachelD]

I have a form that has 4 different views for each respective department.

Form 1. A solicitation form is filled out filled out by dept 1
Form 2. New job setup needs to pull information from Form 1 Filled out by
Dept 2
Form 3. Budget setup filled out by dept 3
Form 4. A Change order based on information from form 1 and form 3. Filled
out and updated by Dept 2 and 3

I am on a mind block and can't think how to make this work. I need some
refreshing ideas how to help make this job easy for my users. Form 4 needs
to be a template because it is a reusable form but it needs the information
from Form 1 thru 3. How should i handle this? It needs the information and
be reused for a specific project. Please any ideas can help and I also have
the forms which are not in infopath. Still in process of creating the
infopath form for these 4 views. There is no database in this company, very
small. No programming skills. Any direction on how to implement this will
be great. Thank you for your time.

 

[Clay Fox]

You may be able to do it all in one form which has four or more views. It
sounds like a pretty cool, but complex solution.
Without a database there would be no real way to tie the information
together and share it between the forms.
Even with one form you would want a database for reporting and aggregation.

InfoPath is a great option for small companies since you can make some great
custom applications and electronic data flows much cheaper than some packaged
system but it still takes some investment.

If you do not do it right then you are selling yourself and the company short.

my opinion anyway.

 

[RachelD]

Thank you Clay. Currently learning SQL

You may be able to do it all in one form which has four or more views. It
sounds like a pretty cool, but complex solution.
Without a database there would be no real way to tie the information
together and share it between the forms.
Even with one form you would want a database for reporting and
aggregation.

InfoPath is a great option for small companies since you can make some
great
custom applications and electronic data flows much cheaper than some
packaged
system but it still takes some investment.

If you do not do it right then you are selling yourself and the company
short.

my opinion anyway.

 

[Clay Fox]

If you would like to see a similar InfoPath solution as an example, send me
an email.
http://www.infopathdev.com/members/clayfox.aspx