So I am still getting my head wrapped around the potenital of Infopath and Shrepoint. In my position of managing the budget and tracking spending I have some plans that I am unable to execute do to my lack of understanding what I need to be asking.
I currently work in a system where purchase requests are made on a form and place into a sharepoint library. I know what I am looking for in a primtative Access sense so thats how I will try to explain it.
I essentially want my form to work in three sections but one form if possible:
A) Employee A Requests an item, fills in all the information in Part 1 with details about the who what when where and why.
B) A budget advisor assign a line of accounting from the budget as well as other important information regarding the classification of the funding
C) Purchasing officals assign a status to the request and can apply multiple lines of transactions to the same purchase request
In Access I would ask this to store in three seperate databases and create relationships and subforms, but I dont know how to do that in InfoPath/SharePoint. I want use on form because of the quanitity of requests and transactions. It makes
it easier to guarantee that all moneys are assigned to the correct information. I am sure I am not revolutionizing business systems so I bet some has bu
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