InfoPath/Sharepoint Question RRS feed

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  • Hi! Going to try to explain this situation as concisely as I can.

    I'm trying to create a database using Sharepoint and InfoPath (I know but I need to use Infopath as per company directive). Here's the thing: we have a form to fill out every time a customer is engaged with. my problem is that I want to have the forms be submit and show as a record of engagement as opposed to having to edit a new form each time under the same client name. If this makes sense.

    For example if we talked to Susie on the 23rd and 22nd, I want to have it so that the form submit on the 22nd is still on the page when you click on Susie even after the form from the 23rd is submit. 

    It keeps making me save/save as which does nothing to add a record of engagement.

    Super new and bad at this! Thank you!

    Thursday, September 24, 2020 6:35 PM

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