SharePoint code-free workflow design and development example--Transportation reimbursement Process (ii)

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3. Design and release of InfoPath forms

(1) Data source and page design

Fields (elements) and fields (attributes) are as follows:

White is a field (element) of that type, when published, promoted into a field, the data of the list library is not editable

Blue is a field (property) of that type, and when published, the data of the list library can be edited when promoted to a field

The page is designed as follows:

Specific control settings:

In the basic information, the text box (employee name, employee number, department number), drop-down list box (owning Department) property is set to "cannot be empty";

Binding the Department and department number, the implementation of the selected departments according to the Linkage department number effect is as follows:

Right-click the Department drop-down list box--drop-down list box properties, such as

Select "Get options from external data sources"--"add", as

Complete the addition of the data connection, the bound item value and the display name, as

To implement a department number linkage display, you need to add a rule for the "departments" drop-down list box

Start menu-Manage rules, the rules area appears on the right, and then new-action rule, named binding department information, such as

"Add"--"Set domain Value"

The run operation is to empty the Department number field (Idepcode) before setting the value equal to the Orgcode field in the organization structure list in the SharePoint site

Operation One, as

Action two, such as

In details, the itemized items for the reimbursement are displayed, the controls that are inserted are the repeating table controls, the amount ($) amount is the decimal (double) type for the data type, and the sum of the amounts ($), which requires the sum formula, which is the default value such as

At all levels of approval, the control is placed in section, the initial state is hidden, and when there is an approval result, the section displays

Add condition "approval result" is empty, "section" Control hides

(2) Custom "Submit" and "Close" buttons

Insert a two button control, such as

Add a rule for the submit button as follows "Disable submit after commit" rule

"Error message Prompt" rules, such as

"Error message emptying" rule, such as

"Submit Form" rules, such as

About the settings for the data connection "master commit", such as

File name format is (author _ date _ Time)

Test User _20120720_003011

Concat (String (Iuser), "_", translate (translate (substring (now (), ":", ""), translate), "-", "" ")," T "," _ ")

Add a rule to the Close button as follows

(3) Publish an InfoPath form

There are some settings that need to be made before you can publish an InfoPath form

First, in the SharePoint site, the "Expense reimbursement form" form library-Library Settings-Advanced settings, select "Open in Browser" in the "open document in Browser" item;

Then, in InfoPath, set the display of the Ribbon or toolbar when the Web browser opens, and Hide tab buttons such as Submit

When not set, the Ribbon or toolbar, such as:

Set method: "File"-"info"-"form Options"-"Web browser" in InfoPath, tick "commit" "Save" and "Save As" "Update" button

After setting the effect as

Final Publish Form select Publish form to SharePoint library

In specify what you want to create live modifications, select form library--Select Update form templates in existing form libraries in specify what to do--select the "Transport expense claims" form library--"The fields listed below (as columns) ..."

Successfully published the form.

SharePoint code-free workflow design and development example--Transportation reimbursement Process (ii)