How to create Infopath form that auto populate data from one list to be fill by another user?

Question

hi.  I would like to ask, how to create form that fill by User A, for example, and then the User A assigned task to User B to complete the form. Next, the form will be approved by approver. May I know how to do
that? and if possible, I do not want to use any programming code.
Azuaniza Ariffin

Answer 1

Hi,
If your SharePoint environment supports InfoPath Forms, then you can customize the form and add rules to make the list items as read only when user A submits the form.
you can then write a form load event to check the logged in user using username() function. This logic can be implemented in variety of ways, like setting a flag when User A submits the form, or storing user A username in a form variable etc., else comparing
User A and User B values within form Load event.
Another way of doing this is using Views or grouping all of the User A fields within a section etc.,
The above would take care of Form logic, and for the workflow, you can use SharePoint designer to create a custom workflow, where it will run on onItemCreate and onItemChange events.
The logic for workflow would be if the form Submitted for the first time, the workflow will start and send an email to User B, and when User B submits the Data then onItemChange change event will start the workflow to send an email to approver to approve
the data.
here are some links for your reference -
http://office.microsoft.com/en-us/infopath-help/add-formulas-and-functions-in-infopath-2010-HA101821255.aspx
http://office.microsoft.com/en-us/videos/video-create-an-approval-workflow-in-sharepoint-designer-2010-VA101897477.aspx
http://blogs.technet.com/b/meacoex/archive/2010/11/01/get-manager-approval-in-sharepoint-designer-2010-step-by-step.aspx
Hope this helps!
Ram - SharePoint Architect
Blog - SharePointDeveloper.in
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