Specifying a default value when saving a form

[James Merrill]

I have an Infopath form on a sharepoint website. When someone fills out the
form and saves it, I want the file name to automatically populate based on a
feild in the form.

For example, by default when you fill out the form and click save, the Save
As box opens up to the sharepoint library, but displays "Form1" as the file
name. If I have a feild in the form that is titled "empoyee ID", when I hit
save I would like the file name to automatically display the employee ID.

Any thoughts?

Thanks,
James

 

[Paresh]

I have an Infopath form on a sharepoint website. When someone fills out the
form and saves it, I want the file name to automatically populate based on a
feild in the form.

For example, by default when you fill out the form and click save, the Save
As box opens up to the sharepoint library, but displays "Form1" as the file
name. If I have a feild in the form that is titled "empoyee ID", when I hit
save I would like the file name to automatically display the employee ID.

Any thoughts?

Thanks,
James

Hi James,

If you are using InfoPath Forms Services, then you cannot override
"Save As" dialog as per your requirement. However, you can hide the
save as button and add your own button. Clicking this newly added
button will submit the form to the SharePoint library. You can
configure this submit dataconnection such that the file name will be
generated using one or more form fields (employee ID in your case).
One of the links that you might of some help to you is as follows:
http://www.infopathdev.com/forums/p/6341/23329.aspx#23329

Do let me know in case you need any further information.

Thanks,
Paresh

 

[James Merrill]

Paresh,

Thanks so much, worked like a charm.

Hi James,

If you are using InfoPath Forms Services, then you cannot override
"Save As" dialog as per your requirement. However, you can hide the
save as button and add your own button. Clicking this newly added
button will submit the form to the SharePoint library. You can
configure this submit dataconnection such that the file name will be
generated using one or more form fields (employee ID in your case).
One of the links that you might of some help to you is as follows:
http://www.infopathdev.com/forums/p/6341/23329.aspx#23329

Do let me know in case you need any further information.

Thanks,
Paresh