I am an extreme newbie to the SharePoint/InfoPath environment and I am stumped.
I have an existing list in SharePoint. I have created an InfoPath form that retrieves a column from this list and uses it to populate an InfoPath Multiple Selection List box. I also some additional date picker controls on the form to capture start end end dates.
I would like to do the following:
Select one or more items in the multi-select list box using the available check boxes.
Fill in the start and end date fields on my form.
On clicking the form's submit button, somehow have the form update the SharePoint list items corresponding to those selected in the list box with the contents of the start and end date fields. The "somehow" is what has me stumped. I've read that I can use web services to do this, but have no idea how to go about doing so.
The tools I have at my disposal are:
SharePoint 2010
InfoPath 2010
SharePoint designer 2010
I do not have access to Visual studio
Any ideas?
Here is a basic tutorial that walks through how to use InfoPath to update a SharePoint list.
http://www.bizsupportonline.net/browserforms/update-sharepoint-list-items-object-model-infopath-browser-form.htm
I don't use InfoPath much but it looks like it requires a bit of coding that you'd need to do in Visual Studios. I am not sure how well an InfoPath form will work to update multiple SharePoint list items.
Here is a link to another Stackoverflow question that is similar.
https://stackoverflow.com/a/14287616/1594166
Did you know that you can link MS Access to a SharePoint list and then you can write a query to update the rows like a table? Using a form and some VBA you could build a custom SQL string and execute that based on selections from the form.
When using an InfoPath form using a list, you can go to the list itself, then click on list, and then customize the form. From this you should first be able to:
a. Create the columns needed for the certain list (this would contain the start and end dates etc. on your end)
b. Have Microsoft InfoPath 2010 installed (i'm guessing you already have this)
Since you already have the columns on the list, you can just click on customize this form and infopath will open and you would be able to customize your own form from there.
Another option is to use the DataSheet view in SharePoint. This provides the ability to filter, sort and update lists. It may be sufficient for your purposes. It requires MS Access to be installed but if you're using InfoPath then you presumably also have Access. If that doesn't work then I would second #AxGryndr's approach of linking to the list from Access and using a query to perform your bulk updates.
InfoPath is probably not a useful option for the requirement you've described. Out of the box InfoPath integration with SharePoint is fairly capable but has limitations that make it unsuitable for more complex requirements without integrating third party tools (Qdabra's qRules) or Visual Studio.
Simply create one or more workflows on the InfoPath form library that use the form data to create other list items on different lists as required. These workflows would trigger when a new item is created on the InfoPath form library.
Related
I am tasked in developing a form which is going to record and store data into a SharePoint list (Office 365 online SharePoint) So far I have been looking into two different methods I am not sure if they are suitable given the requirements of the work scope. The requirement is that each form has to be assigned to a unique ID/serial number and the data in the form has to be passed to a SharePoint list.
The first method that I have looked at is using Microsoft Forms to be the online form to collect the data and Power Automate to get the data and put it into a SharePoint list. The problem is I do not know if there is a way to assign a unique ID on the form itself before submitting the form. Is there a way or method where I can autogenerate a unique ID/serial number on a form before submitting it ?
I am also looking at using PowerApps to create a form which will be linked to the SharePoint list. Is there a way to autogenerate a unique ID/serial number and prepopulate it on the form?
The most flexible, customizable solution would be PowerApps
PowerApps will connect directly to Sharepoint as a data source. There is most definitely a way to autogenerate a unique ID/serial number in PowerApps. Look into the GUID() function.
Some great use cases for Microsoft Forms include:
External users (those outside your Active Directory tenant) need to fill in data
The form is dead simple (few questions, minimal logic, etc.)
Each Microsoft Form submitted also has an ID (Response ID)...
But it is not suitable as a GUID/serial number. You could add one in Power Automate, using the guid() expression before creating the record in Sharepoint:
The entire workflow ends up looking like this:
I'm looking for input on the best approach to converting a SharePoint list form to a PowerApp. The list currently has the following field type:
15 text fields
5 choice fields
5 multi-select choice fields
3 multi-line text fields (not rich text)
There are 20,000+ items in the list, with 1k+ new items added every month.
When creating the PowerApp, should each choice field be converted to a new list? I'm wanting to make the fields as dynamic as possible and avoid hard coded values.
I'm not opposed to moving all of the list items to a CDS entity if it helps.
You can use PowerApps to customize the SharePoint list form. There is a command in the command bar of a modern list to do that
If you don't want to use Choice fields, you can use simple text fields and in PowerApps connect to SharePoint lists as the source of the dropdown options. Then you can let the end users maintain the values for the dropdowns easily.
With this approach, the SharePoint list maintains all other functionality, i.e. you can use list views and embed list view web parts in SharePoint pages. A customized form will not work on a mobile device, though.
You can also build a stand-alone PowerApp that stores items in the SharePoint list. This is independent of the SharePoint list form customization. Such an app could be used on a mobile device, but there are limitations around the number of list items that the app can pull from the SharePoint server at any one time. It may not be suitable for big lists.
PowerApps is easy to learn and there are lots of resources just a web search away.
Guys!
I have a Sharepoint List, and I'm struggling to customize the webpart to include a new Item.
The need is to create a Dropbox that changes values based in another field in same webform.
Here in this list, I select the Coordinator list, but the problem is I really don't know how to show in Analyst field just the analysts from the coordinator I just choose.
Note: We are using a workspace in Sharepoint 2013, and due adm restrictions we can only use the regular settings, so we can't create custom HTML webparts for example.
In my SharePoint List I have a custom field which is a filtered lookup.
The thing is that I would like to customize my form in InfoPath 2010 for that list, but I can't because I've got a custom field into it. When I'm trying to edit the list form from SharePoint I get the following error message in InfoPath :
"The SharePoint list form can't be customized with InfoPath because
fields of an unsupported data type are marked as required, or because
fields are corrupted. In SharePoint, try deleting the columns or
editing the column properties to remove the required attribute. -
Items (FilteredLookupField)"
This is normal, because it's not supported but is there a way that I could customize that form in InfoPath? If not, tell me how I could do it.
Many thanks.
P.S. I can't put any images yet. I don't have enough rep. ; )
Unfortunately, InfoPath will not help you there. You can however try to accomplish it in SharePoint Designer as it also offers a customizable, XSLT-based form control you can use.
I am creating a browser enabled form and I would like to filter the results from a sharepoint list based on user input. if the user searches for the business unit "A" I would like a list of all locations that have a business unit of "A".
I have achieved this using code but the chaps that do the deployment want the from done without form code. can this be done and if so how?
I am using sharepoint 2007 and infopath 2007
my only real thought would be to create a web service that queries the SP list
I have looked to of solved the issue now.
I added a repeating section with controls on the form based on the data connection to the SP list. I then added conditional formatting on the repeating section to hide the control where business from data source does not equal search key word on the form.