Auto Naming of InfoPath Form through Submit & Close

The Submit & Close button allows users to complete the form operation and submit and close the form at the same time. Users do not have to go back to the Web part to submit the form. The process will automatically move to the next step in the process once the form is submitted and closed.

This feature supports the auto-naming of the InfoPath Form through the customized Submit & Close button. Typically, users will be prompted for the form name when clicking the Save button after filling out the form. This may pose a potential issue that a form may be overwritten by mistake. AgilePoint has provided a powerful feature that can allow users to automatically save the form with a unique form name in a logical way. This not only prevents the accidental overwriting of existing forms, but also allows for the creation of form names that are logical and easier to manage.

AgilePoint provides an enhanced customized Submit & Close button embedded in the InfoPath toolbar. Users can configure their InfoPath form/views to display the customized toolbar in AgilePoint Envision.

The process of determining the auto naming of your InfoPath form depends on whether you are using the WebDAV or Soap Toolkit protocol method. WebDAV is the default method that AgilePoint uses due to some authentication limitations in Soap Toolkit. For more information, see the following Knowledge Base article:

For more information, see Customize the Document File Name when Submitting an InfoPath form to SharePoint.