10. 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?

There are numerous scenarios in which a form needs to result in action. For example, a customer might log a support request by filling out and submitting a form. That support request must then be dealt with in a timely manner. Different organizations would have their own procedures for handling such requests. ...

Get Designing Forms for SharePoint and InfoPath: Using InfoPath Designer 2010, Second Edition now with O’Reilly online learning.

O’Reilly members experience live online training, plus books, videos, and digital content from 200+ publishers.