Hello Laura; I have followed you awesome example on how to implement the save draft button on an infopath form. unfortunately, it does not work on 2010 or office 365 or 2013.... Here's the problems:
1) doing it your way assumes that all the fields are not declared as required
2) the submit button does not SUBMIT anything as the data/form is not saved
3) the Save Draft button ends up with a WARNING/correlation error when used and does not save the form
There are images but I cant include them.
Laura, I kid you not when I tell you I have done your example 7 times and followed each step meticulously to make sure I did not miss anything. Here is the log of the last run I had with this:
step 12 move this rule up above the submit rule that was already there.
problems: there is not submit rule in this place.
where is that coming from
how is that rule step created and who creates it?
also the submit button now appears in the ribbon up above the form when
the form is being filled, it wasn't there before
13: OK
14: OK: created the three rule steps: set field to draft, submit using submit to library,
close form
problem: I get a warning with a correlation error and the form is not saved, stored
15: OK
16: OK: FormStatus changed to calculated value
17: OK: FormStatus value changed to New
18: OK: new Load form action rule Draft created
19: OK: set condtion to FormStatus is equal to Draft
20: OK: added set variable; set FormStatus value to New
21: OK: selected the FirstName fields; created a new validation rule called required;
22: OK: added two conditions; FirstName is blank and FormStatus is not equal to Draft
23: OK: typed "this field is requred" on the screenTip box
24: OK: copied the rule;and pasted it, my mistake; exited the form and re-opened
to remove the duplicate rules created by my pasting the rule
25: OK: selected the LastName field and pasted the required validation rule in here
26: OK: disabled the save & save as options
27: OK: selected the savs draft button; created a new formatting rule; added the
conditions: FormStatus is not equal to Draft and FormStatus is not equal to New
checked the "hide this control and called the rule "hidden
28: OK: published the form
29: not OK: FILLED THE FORM, TESTED IT AND BOOM THE ERROR AGAIN....
Anywho: I really need a solution to this for my job as it is a requirement for a BIG form for a government agency. Bought your book and have taken another course informs and nothing. My question is: WHY does MS do things like this, they have the save button
and it works like a charm but there is no documentation on how to do the same thing. I mean, saving a form is a BIG deal where I work and I'm sure it's in a lot of places, so what's the big deal that they can do it but us the paying customers...???? :( :(
:( :( Regards
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Edited by
dcu_services
12 hours 26 minutes ago