How do i get a starting balance on an InfoPath Absence Request Fo.

[Cornfused]

I am trying to use the template for Absence Request. It lets me enter time
off and adds it up for the one form, but I don't know how it allows you to
have a starting balance other than inputting yourself. I would like it to
automatically have the starting balance for each employee and keep track of
it each time they fill in a Absence Request.

 

[gtg3google]

I have created an Absence Request Form for one agency, based upon the
sample included in IP, using MS Access as a secondary data source. The
data query setup depends on your needs & existing user database, but in
the form I am referring to I set the current balance fields to be
populated when a user enters a Payroll ID # in the upper portion of the
form.

Each employee has a Payroll ID in the Access (or SQL) database. When
the form user enters the ID #, a rule runs the secondary data source
query then sets the default value of the starting balance fields based
on the exiting balances in the database. The name, email and other info
is also populated automatically by the rule, from the secondary data
source. I also made most of those fields "read only", which is optional
if you want to give users more control. The tables I used were
separated as tblEmployees and tblEmployeeLeave. You could use either a
data source with 2 tables or create a query in MS Access that uses only
the necessary fields from both tables. For the debiting of balances,
you will need a secondary data source that submits data.

From there, you could allow a Supervisor (user role) to approve the

request form and then debit their balance in the database by the
requested amount. Or-the Supervisor rejects the request and the balance
is left as-is, but an e-mail returns the form to the employee... or
just have a Status field of 'rejected' in an WSS/SPS forms area... or
many other possibilities.

Hope this helps & good luck!