InfoPath to Excel

[Erik Lydecker]

Hi!

I am trying to work out a custom solution for our HR office.

1- Potential candidates seek a job through a InfoPath form on our website.
2- Some of the data from the form should be sent to an Excel document.
3- The data from the Excel document will later on be sent to a Visio diagram.
4- Our HR personal visits the website where the Visio diagram has been
published.
5- Managers should be able to track the recruiting process on that website.

My question is can I accomplish step 1 and step 2?

Thank you for your answers!

/Erik

 

[Anuma(GGK Tech)]

Hi,

There is a Export to Excel feature in the File Menu. This will export the
data in the view to a spreadsheet.

Or you can save the form. (xml file) and then open it with Excel but this is
not real clean and again it is just the data and not the layout of your view.

If you are publishing your form to Shrepoint, there also you have one option
to export all forms promoted data into the Excel sheet.

 

[Anuma(GGK Tech)]

Also verify below link.
http://www.infopathdev.com/forums/p/586/2430.aspx#2430

 

[Erik Lydecker]

Thank you for your quick answer!

I understand that it's possible to export data from an InfoPath form into an
Excel document manually, but how can this be done using a WorkFlow for
instance? What do I need to "code" to extract the data from some of the
fields from the InfoPath form to an Excel document, and then from an Excel
document to a Visio diagram? I want this to be done in "one click", i.e. when
the "jobseeker" has filled in the reuqeried fields in the InfoPath form and
pushed the "submit your application" button in the form.

Ex.

1. The user type his/her name, age and job experience, then press submit.
2. The data from the these fields are sent to an Excel document, with the
corresponding columns, that represent the field in the InfoPath form.
3. The data from the Excel document is then retrieved from a Visio diagram,
showing all the incoming applications for the "job opening".

How can this be achieved? Using XML, C# or anything else like Add-Ins,
Macros', etc?

Regards

Eric