Auto-naming via the AgilePoint Web Service Method

  1. To use the AgilePoint Web Service method, since WebDAV is being used as the default, you must first enable the use of the APWS Web Service method within the Jscript of the InfoPath form by removing the comment tags. Also you will need to disable the WebDAV method by adding the comment tags where appropriate.
  2. In AgilePoint Envision, within an InfoPath based process template where the InfoPath form has already been associated to the process template, click File > InfoPath > InfoPath Toolbar, Auto Naming and Others.
  3. On the InfoPath Settings dialog box on the Toolbar Buttons tab, select the views of the InfoPath Form that you want to include in the customized toolbar.
  4. During run time, to automatically save the form after filling out the form, instead of clicking the Save button to save the form, click the Submit and Close button.