Collections of forms

A

aeberhar

Hello,

I'm trying to determine if InfoPath 2003 is a good option for implementing
an application wherein users will be completing a collection of inter-related
forms. The forms can be completed in any order (per business process), but
inherit data from one another per a prescribed hierarchy.

Also, many of the fields on the various forms need to be partially
pre-populated with data housed in our Oracle DB based on a primary key (e.g.
an agreement number) that is specified on one of the forms.

The examples I've seen suggest that this scenario might be pushing the outer
limits of InfoPath's capabilities. Can anyone here offer any advice/input?

Thanks,
aeberhar
 
R

Renee in Juneau

I'm not sure what leads you to believe that it would be pushing the
limits of Infopath....can you expand on that a bit? For instance, how
inter-related are they, where are you planning on saving the
information between forms, and what problems/limits are you
anticipating?

I haven't connected to an Oracle db, but I see no reason why it would
be particularly challenging. And while you could create a set of
inter-related forms, if they're inter-related, why not make it just
one form with a variety of views?
 
A

aeberhar

Many thanks Renee. This link was interesting and helpful.

My statement that my particular forms collection might be pushing the limits
of InfoPath (as I understood it) was based on the very views idea you
mentioned. Given that I have 30 forms each at least 5-6 pages in length,
creating a single form with multiple views looked like a rather bad idea.
Additionally, although many of my forms share data, generally this data is
only pre-populated (e.g. allowing further edits as each new business process
related form is completed). Hence, what is really needed are separate forms
pre-populated with data from previous forms rather than a form with a single
instance of a common field. Additionally, there is/would be an approval
process for each of the individual forms which doesn't lend itself to a
single monolithic form.

There are also numerous fields on these forms which would be pre-populated
from an Oracle DB, but I agree with your statement that doing this shouldn't
be difficult (except, perhaps, for the need to write a web-service layer to
extract the data from Oracle and feed it into InfoPath).

If we were to use the company intranet architecture (as other similar
applications have), the data from each form would be stored in the intranet
database (SQL Server 2000) and retrieved whenever the form was viewed,
edited, or called upon to pre-populate another form. In this context, I
could create a collection object which could both manage the relationships
between data across the various forms as well as the relationships between
the forms and the Oracle database (via the Project ID primary key). Such
duties would include making sure a form had the most up-to-date data on it
(whether sourced from Oracle or another form) prior to editing and submitting.

With InfoPath, I can see how to do most of the above on a strictly
form-by-form basis (e.g. without a larger collection object to manage form
interrelationships and form-Oracle relationships), but I'm a bit unclear on
InfoPath's data storage. I see many articles on submitting a form to a web
service. I'm guessing I'd need to write web service(s) to handle the form
submit, place the form's data in the intranet database, then read the
information in that database as well as any pertinent information in the
Oracle database during form creation and edit events.

Finally, I see many articles on the capabilities of InfoPath to allow
"offline" editing. This seems like a great idea (and indeed was an oft
requested feature during function requirements gathering), but I fail to see
how such a scenario would play out in my situation. For example, it is
common for field on these forms to be populated with a single value from a
large (~2000 item) list of values. In order to allow "offline" editing, I
can see two scenarios: (a) download all list items for each field (see
comments about InfoPath limits), or (b) allow the user to type in any value
they wish while "offline" and later validate all such fields with multiple
database calls the next time the form is "online." Is this essentially
correct?

One last question: is the InfoPath form editor (as opposed to the form
builder) an HTA (Hyper-Text Application, like, say MS Money, etc.)? Given
that the forms appear to be rendered as HTML and that the validation code is
written in ECMA script, I'm rather tempted to suspect this is the case. If
so, I'd be very interested in knowing if the editor could be launched within
an IFRAME on our intranet so that user's wouldn't have to launch a separate
application (knowingly, anyway) in order to work with these forms.

Thanks for your help!
 
R

Renee in Juneau

I'll try to address everything. Let me know if there's something I
missed. :)
interrelationships and form-Oracle relationships), but I'm a bit unclear on
InfoPath's data storage. I see many articles on submitting a form to a web
service. I'm guessing I'd need to write web service(s) to handle the form
submit, place the form's data in the intranet database, then read the
information in that database as well as any pertinent information in the
Oracle database during form creation and edit events.

Only the data is saved and its strictly as an XML file. If you've
created a FormLibrary in Sharepoint, the rows of items are each one an
XML file while the template and schema are stored in a subfolder for
the whole library. If you save it to a fileshare, its just the data in
<savedfilename>.xml. You need a webservice but there's the path to
the actual infopath form (template and schema) stored in the xml
file's metadata.

When you first start to design the form, you can tell it that you're
going to submit it to an existing SqlServer or Access database and it
will walk you through a wizard to create the connection and import the
schema. Once the form is designed though, you can't go back and set it
up to submit to the database, or if you can, its not trivial (I
assume, I'll always start new in this case and paste what I can :).
This only applies to SqlServer and Access though - for Oracle, you'll
either have to setup a web service or create a livelink through Access
or SqlServer.

You can also submit via email and to HTTP calls, but that's about it
as far as creating a submit without having to write code. With code,
you can get as fancy as you want but IMHO, that pretty much defeats
the beauty of using Infopath. Also, IMHO, the very best way to make an
infopath form available is via Sharepoint. Together they make a
totally awesome solution. In fact, I'd be willing to bet (in total
ignorance though so probably not worth the bits displaying it) that
the up and coming Infopath Form Server is actually a special-function
form of Sharepoint under the covers.
Finally, I see many articles on the capabilities of InfoPath to allow
"offline" editing. This seems like a great idea (and indeed was an oft
requested feature during function requirements gathering), but I fail to see
how such a scenario would play out in my situation. For example, it is
common for field on these forms to be populated with a single value from a
large (~2000 item) list of values. In order to allow "offline" editing, I
can see two scenarios: (a) download all list items for each field (see
comments about InfoPath limits), or (b) allow the user to type in any value
they wish while "offline" and later validate all such fields with multiple
database calls the next time the form is "online." Is this essentially
correct?

I've never created a form for offline use so this question could be
better answered by someone else. I believe you're essentially correct,
but it seems to me that there's also some sort of XML wizardry
available that would allow you to sensibly cache those values in an
XML file acting as a mini-db source...however, I'm still a total
newbie in the XML/XSL/XQuery realm so I actually know not of what I
speak.
One last question: is the InfoPath form editor (as opposed to the form
builder) an HTA (Hyper-Text Application, like, say MS Money, etc.)? Given
that the forms appear to be rendered as HTML and that the validation code is
written in ECMA script, I'm rather tempted to suspect this is the case. If

Right now, the form filler and form designer are one and the same. The
infopath client is capable of both designing and form-filling, though
you can configure it so that its design capabilities aren't readily
available, but the same client is needed regardless. There are three
solutions that I'm aware of that allow you to fill out the form in a
browser however (InfoView, InfoScope, and InfopathDev has a solution
as well) and the next version of Infopath is supposed to make this
available as well, I think, via their new Forms Server.
 

Ask a Question

Want to reply to this thread or ask your own question?

You'll need to choose a username for the site, which only take a couple of moments. After that, you can post your question and our members will help you out.

Ask a Question

Top