What Am I Missing? Need A Form That, When Submitted, Updates/Modifies Existing Data in SharePoint Li

[derblutenkat]

I am creating a form that employees can fill out to track their daily
activity at our construction company. The information gathered in this
form is used by our office for numerous functions such as job costing,
payroll, customer service, etc.. I need to find a way to update
existing data in a Sharepoint List upon submital of this form.

Here is a more detailed lineage of what is going on here:

I - Receive service call from customer
II - Customer and request info entered into Sharepoint list via
Sharepoint form

(Sharepoint list views have been setup so that when the form field
"Status", a drop-down menu, is changed from "Not Started" to
"Completed" the service call entry moves from an "Open Service View" to
a "Completed Service View")

III - Service Tech completes service request
IV - Once completed, the Service Tech changes two items in the
Sharepoint List's Edit View for the particular service entry:
1. Service Tech's name is selected from a "Completed By" drop-down menu
2. "Status" drop-down menu is changed from "Not Started" to "Completed"
(as mentioned before, this triggers the entry to move to the "Completed
View")
V - Entry is Saved - End of process

This works fine now but I am trying to incorporate an additional step
(thus, the reason for my post) to consolidate and streamline even more
information.

The "Service Form" I have created in Infopath pre-populates information
such as the customer's name, address, etc. from the original Sharepoint
List Entry mentioned in II above. However, I would like to have this
form automatically update the data mentioned in 1 & 2 above when the
form is submitted (thus, eliminating the need for the employee to take
an additional step and manually change these fields in the individual
Sharepoint List Entries. Reason being, if a Service Tech goes on 10-15
service calls or more on any given day this extra step will become
quite time consuming.

So if anyone can help guide me in getting this portion of the form
working I would greatly appreciate it. Thanks in advance to all that
respond!

 

[Ameet Phadnis(e Tek Global Inc.)]

You will have to change the InfoPath Forms Submit to Submit using Custom
Code. The code can be written in Javascript or .NET.

You can write the code to change the data for the fields and then use the
Connection to SharePoint as Submit to the SharePoint List.

Hope this helps.

 

[derblutenkat]

You will have to change the InfoPath Forms Submit to Submit using Custom
Code. The code can be written in Javascript or .NET.

You can write the code to change the data for the fields and then use the
Connection to SharePoint as Submit to the SharePoint List.

Hope this helps.
--
Ameet Phadnis
Sr. Technical Consultant
e Tek Global Inc.
ASP Alliance Author Page: http://aspalliance.com/author.aspx?uId=44260

Thanks for responding Ameet!

Unfortunately, this is where my skills in Infopath fall a bit short. I
assumed there would need to be some custom code that would execute upon
submitting the form but I am at a loss as to how to approach that task.
I have looked through quite a few tutorials and how-to's on other
sites (www.infopathdev.com was extremely helpful) but have only found
examples of code and rule/condition structures that facilitate the
addition of new data to existing Sharepoint lists....not altering or
modifying existing data. Would you be able to help guide me a bit
further here.

Thanks!

-Adam

 

[Ameet Phadnis(e Tek Global Inc.)]

Actually, you should be able to access the SharePoint Lists through its web
services. You might have to write Managed .NET code to access the Web
Services. Following is the link which explains the web services

http://www.codeguru.com/csharp/csharp/cs_webservices/tutorials/article.php/c8805/