Getting Started with Vacation requests

N

Network Admin

I am a beginning Infopath user so please excuse the ignorance. The boss wants
us to utilize Infopath since we already have it installed and he wants to use
it for submitting vacation requests. I have went through a few tutorials but
I am still puzzled. Do we need Access for this? Do we need to use InfoPath
for this or just the forms from InfoPath? Where should I start, with a
database or with InfoPath?
Thank You
 
C

CW

No you do not need Acces. You can use Access or SQL as a secondary data
source. If I were you, I'd just open one of the samples and add fields
within nodes as you see fit (you won't be able to change or delete
existing fields in these samples, they're locked).

There should be one sample you could use such as the Time sheet and
change it's name to Vacation. This would utilize the main xml based
data source native to Infopath.

Without going into schema theory, essentially, the Vacation form would
be a template file you publish to a SharePoint site or someplace on
your network. Each time someone opens the template and enters and saves
data, they'd actually be saving to a newly created XML file that would
be linked the template form. So you're never really changing the
template, just creating xml files.

Hope this helps.
 
N

Network Admin

Thank You CW

CW said:
No you do not need Acces. You can use Access or SQL as a secondary data
source. If I were you, I'd just open one of the samples and add fields
within nodes as you see fit (you won't be able to change or delete
existing fields in these samples, they're locked).

There should be one sample you could use such as the Time sheet and
change it's name to Vacation. This would utilize the main xml based
data source native to Infopath.

Without going into schema theory, essentially, the Vacation form would
be a template file you publish to a SharePoint site or someplace on
your network. Each time someone opens the template and enters and saves
data, they'd actually be saving to a newly created XML file that would
be linked the template form. So you're never really changing the
template, just creating xml files.

Hope this helps.
Click to expand...
 
C

CW

My pleasure, seems like everyone has abandoned this site in terms of
answering.

Good luck
 
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