How to store an Excel file in InfoPath for users to edit
Hello,
I need an example on how to store an Excel file within InfoPath 2010 so that every time a user opens the InfoPath form they can make changes and can save as part of the form. The next user opens the form and another Excel files (blank) where they make changes and
saves. Thanks
Streamlining this would require a bit of custom work I imagine. However if you don't mind giving the users some extra clicks, there are probably a few ways to get the job done.
You could upload the excel file to SharePoint, make sure it's read-only and link to it within the InfoPath form. Then the process would be that users open the InfoPath form, fill it out, download the excel doc to their desktops and fill it out, and then
attach it to the IP form.
Or you could set up a separate, sister library where the New Item defaults to your Excel template. Then from within the InfoPath form you could have a hyperlink that creates the new item, saving it to the library. The caveat here is finding a way to link
to the two items together with a unique identifier. The benefit though is being able to browse and interact with Excel docs independent of the forms they are attached to, if necessary.
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