Hi Chris We don't tend to use the menu bar, we disable it completely and add action buttons to the form to complete these tasks. The menu bar creates too much confusion as you mention, unless users are really used to InfoPath forms.
Using a button allows you to complete the entire action with one click. You can make the form submit and close in the one step. Ali Usher | ________________________________ From: ozmoss-boun...@ozmoss.com [mailto:ozmoss-boun...@ozmoss.com] On Behalf Of Chris Milne Sent: Thursday, 15 April 2010 12:31 To: ozMOSS Subject: Infopath Hey all, Until this point I've managed to avoid Infopath like a plague because it's never quite clicked with me. I'm now looking at making recommendations for our users and I'm trying to understand the appropriate logical workflow behind saving them to libraries and making good use of them. The scenario is a user from one dept will create and partially complete a form from template and save in the library. Someone else will then come by and complete/update it. By default (if it's configured as a web form) you can submit / save / save as. I only want users 'Submitting' forms back to the library, not on their desktop or anything so I went into 'Open and Save' options and disabled save and save as. Now I only get Submit, Close and Print which is good. I'm then a little puzzled as to why when filling the form out and hitting Submit followed by Close, it prompts me to save it (?). The right choice here is to hit 'no' because it's already submitted it to the library, but the intuitive choice for a user is to hit 'yes'. Ideally I'd like it not to display that prompt at all, because I configured it to display a dialogue on successful submission - "Your form has been successfully saved". Anyone know if there's a way to disable this specific save prompt? Another quirk I find here is that by giving users a chance to save it separately here, it allows them to name the file themselves, bypassing the default / correct naming standard configured for form submission. This would introduce the possibility of duplicate forms being recorded if they first hit Submit, then were prompted to save again (everybody loves 'Jan 2 temp.docx', right? ;). Ideally I'd have the form close by itself on successful submission - no need to hit Close. So it seems there is a difference between 'saving' and 'submitting' - what do you guys use? Submit, save, a combination? Advantages either way? [cid:image001.png@01CADCA6.FFB4C7C0] Cheers, Chris Click here<https://www.mailcontrol.com/sr/pieCv32h11HTndxI!oX7Uu4ItyQZZf3fJIeBZej+dOJa9TgC6cMn6hDPrkd8oxmHnb0zQOikQPINL52V0szYFQ==> to report this email as spam. ________________________________ This email (which includes all attachments and linked documents) is intended for and is confidential to the addressee; it may also be subject to legal professional privilege or otherwise protected from disclosure. If the addressee is a government agency in receipt of a Right to Information Act (2009) application in relation to this email, contact must be made with QR Network Pty Ltd ABN 78 132 181 116 in accordance with the third party consultation process provided for in Part 3, Division 3, Section 37 of that legislation. If you are not the addressee, or if you have received this email in error, you must not use, rely upon, disclose or reproduce it (or any part of it) in any way. Please notify the sender of your receipt of it and delete it in its entirety. Neither QR Network Pty Ltd ABN 78 132 181 116 (or any of its related entities) accepts any liability for computer viruses, data corruption, delay, interference, interception, unauthorised access or amendment of this email. The views expressed in this email, unless clearly stated otherwise, are the views of the sender. They do not necessarily represent the view or policy of QR Network Pty Ltd ABN 78 132 181 116 or any of its related entities.
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