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InfoPath form data into a Database or Excel spreadsheet

  Asked By: Ray    Date: Jun 06    Category: MOSS    Views: 6587

Our HR department currently has a paper form that they use for receiving
employees Professional Development information. From this form one of the HR
employees, manually enters the Employee Name, the Course Name, the Date of
Event, and the Total Hours earned (combination of travel and actual seat hours)
into an Excel spreadsheet.

I'm currently recreating this form in InfoPath and planning to add an approval
workflow to get the appropriate signatures.

I'm wondering if there's a way to automate the data collection from the forms as
well. Does any have experience with such things and advice to offer?

We're using MOSS2007, Office Professional 2007, and I have SharePoint Designer.
While I have Visual Studio available, I am NOT a developer. So solutions that
can be implemented with SharePoint Designer are what I am looking for at this
point.

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4 Answers Found

 
Answer #1    Answered By: Shobhana R.     Answered On: Jun 06

Do you really need it in Excel as the final form? If so, you can always
export the data  from the list where the form  drops it.

For the database  approach, you might want to start with the official MS
Office reference site:

office.microsoft.com/.../HA011444861033.aspx

 
Answer #2    Answered By: Winston Ayers     Answered On: Jun 06

The data  doesn't necessarily have to go in Excel for the final form; it's just
what's currently done. Thanks for the URL. I'll check it out.

 
Answer #3    Answered By: Moshe Harding     Answered On: Jun 06

Reading the file provided made me realize there's a whole lot more I don't know.

I've created the infopath  form, but how do I actually "deploy" it in SharePoint.
Is there a best practice process? Should I be creating the lists to store output
from the forms  first? Or does it matter?

Recommendations for websites (or books) that will step me through the process
would be appreciated.

 
Answer #4    Answered By: Carly Meyer     Answered On: Jun 06

I too am new to InfoPath forms  and deploying them to SharePoint. I am
using a book called "Designing Forms for Microsoft Office InfoPath and
Forms Services 2007" by Scott Roberts and Hagen Green. It covers the
whole 9 yard in using InfoPath.

 
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