13. Workflow

Getting Started

By now, you have most of the basics of designing InfoPath form templates under your belt. You can design a form template using most of the features available in InfoPath. The question that, inevitably, comes up is how to build a workflow process around an InfoPath form. In other words, how do you incorporate InfoPath forms into existing workflow processes that, in most organizations, consist simply of e-mail?

Let’s take the status report form from Chapter 12 as an example. The status report we built can contain sales data filled out by an employee from the sales department. We can publish the status report form template to a Microsoft Office SharePoint Server (MOSS) 2007 site from which employees can open the form ...

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