Skip to main content

Hi all,


 Would someone lend me their expertise on this one:


I have created a custom save button for my customized file name and it works well saving the form on the originator side or the one who will fill up the form and after editing the saved form it will then proceed on the next step.  After submitting the form, the next step on the workflow would be the approver 1 editing the form and gives his/her approval. When approver 1 tries to save his/her form before approving it, the form will be saved according to my custom file name but there is also another form that will be saved on the form library. Seems like a temporary form with numbers on the last form name. By the way, it was accessed through a K2 worklist or task list then save the form like a floating form. 


 

I'm not 100% sure this is what you are asking about, but...


When you open an InfoPath form from the K2 worklist, and you are opening the form in the web browser, you will get a temporary xml file in the form library.  If the user closes the form without submitting it, the temporary xml will still be in the form library.  

yup you're right about that but the thing is that I'm saving it using the custom save button and not submitting. The form is saved using my custom file name but there is also another form saved which is a temporary xml file (InfoPath form with file name "Proj Idea - Approval Level 1 - Task for 3368_52" - a sample".

Hi,


The extra file is supposed to be there. Here is how it works.


When an InfoPath Client Event task is opened, the K2 Server streams the content of the related XML field into a file and uploads it to the Forms Library. The user then opens this form to action the task. If the user does not execute an action and simply closes the form then this temporary file will remain in the library. When the user completes the item by submitting it with a valid action, the succeeding rule code of the event will go to Forms Library and delete this temporary form.


It is recommended that you leave this temporary file alone as K2 will manage it.


It is acceptable for you to save a copy with your own file name, but make sure that the user completes the event as well so that the temporary file can be deleted by the K2 Server.


Alternatively you can also have K2 upload a copy of the form by using the Upload Document Event and pointing it to the root of the XML field used by the InfoPath Integration. This will allow you to supply another name as well. This is then done from the workflow and you do not have to rely on a custom button on your form. The user will then use the submit options generated by K2 to make a decision and move the process to the next event which will upload the copy of the form to the forms library.


I hope this made sense and that it answered your question.


Regards,

Hi JohanL


Thanks for the info. it will help me explain to users that the temporary file is suppose to be there. It was previously ask by a user if that file can be renamed so I created a custom button but per your explanation it is acceptable. By the way, I already have the upload document event on my workflow. 


Best Regards!!

Reply


View our Community Site Map

Nintex Community Sitemap
Terms & ConditionsCookie settings