Create InfoPath form through SharePoint Designer 2010 workflow

In this InfoPath demo video you will see how can use a SharePoint Designer 2010 workflow that can create a new InfoPath form in a form library and link it to an existing InfoPath form in another form library.

In recipe 86, you will learn how to create a SharePoint Designer 2010 workflow that can create a new InfoPath form in a form library and link it to an existing InfoPath form in another form library.

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InfoPath demo video transcript:

Here I'm in SharePoint 2010 and I've already published two InfoPath form templates as well as a SharePoint Designer 2010 workflow to SharePoint.

In this scenario we've got two form libraries: One form library called ProjectInfoLib and another form library called ProjectApprovalLib. The intention is that whenever we create a project form in the ProjectInfoLib form library and then save it, a corresponding project approval form is automatically generated in this ProjectApprovalLib form library, and the form is then linked to the project form that we created.

So if I go back to the ProjectInfoLib and add a project; I'll call it "My first project"; and then we save it to the form library and close it, a workflow should kick off. It has already kicked off and completed. And then when we go to the ProjectApprovalLib we see that a project approval form has been created for that project, and as you can see, it has been linked to the project form we created.

I can repeat the process and create a second one: "My second project". And then we save it. And then again, a corresponding project approval form should have been created. That's this one. And you can see it has been linked to the second project form.

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Copyright: This article may not be used on web sites (whether personal or otherwise), copied, disseminated, altered, printed, published, broadcasted, or reproduced in any way without an expressed written consent of S.Y.M. Wong-A-Ton. The techniques demonstrated in this article may be used within any Microsoft InfoPath project. This article is provided without any warranties. Copyright for this article is non-transferrable and remains with the author, S.Y.M. Wong-A-Ton.

 
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