InfoPath form with complex workflow

[tbb02]

Can anyone suggest the best way to store InfoPath forms which need to go
through a complex workflow. At each stage different users may fill out
different parts of the form, or change meta-data associated with the form.
Users may need different access rights to read/edit data.

Should the form data be stored in a standard form library. Or a separate
library or SQL DB where no-one has direct access?

 

[Ben Walters]

Hey tbb02,
Storing your form in SharePoint is still the best place to keep it during
your workflow as it's central and easy for each user taking part in the
workflow to access. In addition to this you also get the nice feature of
having an audit trail out of the box, by enabling versioning.

If you want to secure data in the form I would do this using views, each
view could have the only the data you want the user to edit at that stage
enabled.
If multiple views does'nt appeal to you then you could setup conditional
formatting on each field based on where there form is at in the workflow and
set the required fileds to read only this way, however working with large
numbers of rules can be a nightmare to debug later on.

Hope this helps

Cheers
Ben Walters