Question:

InfoPath 2013 retain current values but save in new record

William: 5 days ago

(This is a bit of a duplicate question but it was asked a year ago and it wasn't answered helpfully.)

I've got a form created against Office 365 Sharepoint custom list. Pretty much everything is working as expected but what I need is to be able to save a record, change only a couple of fields and then save it as a new record.

If you have an answer no need to read on but I've tried every combination of rules I could find (I think). And all that happens is that it overwrites the current record. Without going into every combination some of the obvious things I've tried:

  • Submit but leave form open but entering new data just overwrites.
  • Rules - most every combination of submitting and then querying, switching to edit item view, send data to webpart (I don't think this actually does anything)...
  • Tried the above in most any order.

What does work is saving and opening a new form but that resets the data. I've done tons of searches and researching but can't seem to come up with a good answer.

Any ideas greatly appreciated.

Answer:
Theo: 5 days ago

This is just how SharePoint and InfoPath work together. It is also not different from the behaviour of the list form that comes out of the box with a SharePoint list.

When a form is opened, it is tied to the record that it displays. The form can only change that item. To release the item, the form needs to be closed.

Maybe you need to step back from the idea of using a form and consider other options to achieve what you need to do. If you want to quickly duplicate list items with only few differences between each item, you may want to use the datasheet view to copy and paste an existing item into a new item and then edit the new item.