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Automated check in of an infopath form in Sharepoint

(4 posts)
  • Started 1 month ago by dvanallen
  • Latest reply from AutoSponge
  1. dvanallen
    Member

    I created an infopath form and published it to a sharepoint form library. The problem I’m having is trying to have auto checkin/checkout on the form. I have two workflows to do this:
    The workflow for checkout seems to work but checkin does not.

    Workflow 2, Checkin: looks at two conditions,
    Title is not empty and Checkout Status = No,
    Action is Checkin current item.

    I have a rule when form is opened that changes the Checkout Status to “Yes” and submits form data (form is checked out). When the submit button is clicked the Checkout Status changes to “No” prior to saving and closing the form.

    After the form is closed the Checkout status field on the list shows “No” and “Checked out to” still shows my name. The workflow shows “Starting”

    Any ideas what I’m doing wrong

    Posted 1 month ago #
  2. I don't think you can say "checked out=no" before saving since the save would no longer work--it's not checked out. Can you make this happen after the submit?

    Posted 1 month ago #
  3. Sacred
    Member

    Hi, I'm also having some difficulty trying to get the Infopath form to automatically check-in after a user submits the form. Could you please elaborate on how to accomplish this?

    I tried to tinker with the Sharepoint Designer workflow. I created a workflow that triggers when the item is created and when it is changed. The workflow has a single step. That step is simply to Check-in the form. All I ever get is a "Starting" status when the form is submitted. The form is not checked in automatically. Whenever I actually manually check in the form, the status reports an error.

    Posted 4 weeks ago #
  4. I don't do InfoPath development anymore--but perhaps the best way to tackle this (provided you don't find a better answer on InfoPathDev.com) is to use code in the form to target the web service after submit and use the Lists web service to check in the item.

    Posted 4 weeks ago #

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