Symptoms

InfoPath form changes are not being saved
 

Diagnoses

When a change is made it is not saved the next time I go back into edit the form again
 

Resolution

End user was using the "Save" button in the Infopath Web Browser ribbon (that includes "Save As", "Close", etc.) this is a Sharepoint/Infopath functionality that saves Infopath data changes to the Infopath Form Library (not the XML that is stored in the K2 process in the K2 database). When the user opens the Infopath worklist item again, either from the email notification link or from a worklist, the initial XML data that is associated with that client event is loaded from the K2 database and as such does not includes the changes that was saved locally to the form library.

To achieve this "Save" functionality, the following can be done:

1. If this Sharepoint/Infopath "Save" option was used, the user can reload the saved changes if he/she opens the actual .xml file that is generated in the Infopath library, instead of from the notification link/worklist task link.

2. If the Infopath form is reconfigured to hide the Sharepoint/Infopath "Save" functionality, and then instead have a button/action that saves to the K2 database instead of to the local form library. This can be done by perhaps configuring an "Save" Action that makes "This action will update the work item" instead of the default "This action will complete the work item". This way, changes can be saved to the K2 database such that when re-opening the worklist item via the notification link or worklist, the changes will be loaded from the K2 database instead.

3. Perhaps some custom Infopath coding to save to both locations, as such any link will load the saved data.