Status Reports in InfoPath


When I transitioned from the InfoPath team to the CLR team, I wanted to take some of my knowledge of InfoPath and put it to good use here. After browsing the intranet sites, I noticed that there had been several different attempts at designing a status reports system. While InfoPath isn’t the right tool for every situation, status reports are a perfect fit.

The status reports system I designed for my team has the following features:

  • SQL Server 2000 backend
  • Auto-detection of employee name, manager name (from a web service)
  • Unfinished and new items from previous week are automatically populated for the current week
  • Validation so that submission can only happen on Fridays (makes it easy to query later)
  • Query by employee, manager, team, or date.
  • Master-detail view for viewing multiple status reports.
  • Roll-up view (displayed by section, not person) for viewing
  • Color schemes for the different views to make them easily distinguishable

If anyone’s interested, I can post some sceenshots and/or code up.

Comments (8)

  1. Raj Das says:

    Love to see it…done some playing with SharePoint and the InfoPath for status reports. Works acceptably (want to change the status report form a little, but good enough for now), but we it seems that we work disconnected so much that we are interested in trying not to "source" the form from SPS.

  2. Dave says:

    OK, I hear you. I’ll try and get something up in the next couple of days.

  3. Damon says:

    I would like to see some code and screenshots.

  4. mike Linster says:

    I would also be very interested in seeing coe / screen shots. Onceagain you have come up with something innovative and interesting

  5. mike Linster says:

    I would also be very interested in seeing coe / screen shots. Onceagain you have come up with something innovative and interesting

  6. Greg Hughes says:

    I woudl be very interested in seeing what you have done – I have this specific need, and I agree Infopath (on Sharepoint?) could be a great way to do it.