HOW TO MAKE A InfoPath FORM READ ONLY WHILE THAT IS IN PROCESS

Purpose:

The purpose of this process is to standardize InfoPath 2007 form to make it read only while form is in process.

Steps:

Please follow the following steps while designing the form.

1)     Design the complete form in SharePoint Designer

2)     Go to Design Task, Click on Views

3)     In  Views, Click On Add New View

4)     Create New View with any appropriate name

5)     Go to View properties for General view

Select Set as default view and select Read only as below

6)     Go to View properties for View1 (another view)

Deselect all check box as below

7)     Then Select all and copy all the contents(Form) form view1

8)     Paste this in our newly created View

            Note: The new view looks like our originally designed form

 9)  Go to Data Source and add new text filed named CurrentValue and set Default value to    Null

10) Go to Form Option->Open and Save->Rules

           11)   Create Rule

               If CurrentValue is equal to “Null”

                                           

              Then Add action

          12) Create another rule as above which state that

              If CurrentValue is not equal to “Null”

              Then

              Switch to View:General

              Then click OK->OK

         Till now we have created views and add rule to switch that view.

        13) Go to Form Options->Submit Options->Rules   like

        14) Set Condition like

         Then add action

        1)      Set Fields value: CurrentValue=”hdn”

              2)   Submit Using data connection

Then click OK->OK->OK->OK