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Help learning Sharepoint
Posted on 6/20/17 at 3:03 pm
Posted on 6/20/17 at 3:03 pm
I'm working on a project in Sharepoint and starting from knowing nothing. I've figured out making forms in Infopath and designing the basic Sharepoint site, but I'm running into issues now. Anyone here know Sharepoint?
My main concern is that I'm building a site for team members to fill out daily forms and have them store in the Sharepoint server, but I can't figure out a way to incorporate multiple types of template forms so that they can go to one page and choose a template form, fill it out, then move on to the next, and have both those forms be significantly different (not using the same template)
My main concern is that I'm building a site for team members to fill out daily forms and have them store in the Sharepoint server, but I can't figure out a way to incorporate multiple types of template forms so that they can go to one page and choose a template form, fill it out, then move on to the next, and have both those forms be significantly different (not using the same template)
4
Posted on 6/20/17 at 5:00 pm to Upperdecker
Have you figured out where the data from the forms will be stored? In SharePoint List?
For your multiple forms problem, just create your forms on different pages and add links to them on the global navigation. They can just choose their form/template from the nav bar.
Possible alternative if you know MS Access: You can build the forms in Access, then split the front and back end (SQL DB), then store the database on SharePoint. Point the front end Access form to SharePoint, then you can distribute as many front ends as you want.
For your multiple forms problem, just create your forms on different pages and add links to them on the global navigation. They can just choose their form/template from the nav bar.
Possible alternative if you know MS Access: You can build the forms in Access, then split the front and back end (SQL DB), then store the database on SharePoint. Point the front end Access form to SharePoint, then you can distribute as many front ends as you want.
Posted on 6/21/17 at 5:11 am to Upperdecker
there are a number of videos made by pluralsight,lynda.com,udemy etc..for pretty cheap on these subjects i would buy one of these that addresses what you need.
Posted on 6/21/17 at 9:27 am to Upperdecker
quote:Are you wanting them to fill out a particular form, and then when they submit that form, they are automatically taken to a second form?
My main concern is that I'm building a site for team members to fill out daily forms and have them store in the Sharepoint server, but I can't figure out a way to incorporate multiple types of template forms so that they can go to one page and choose a template form, fill it out, then move on to the next, and have both those forms be significantly different (not using the same template)
If so, you can build the different forms and add them to SharePoint and get the URL for each. You then add the URL of the second form to the On Submit code of the first. The data is stored to the SharePoint list and they are then directed to the second form.
Posted on 6/21/17 at 9:38 am to Upperdecker
What you're looking for is called "Content Types" in Sharepoint. You can find it in List Settings\Advanced Settings.
LINK
Basically, you create a list with all the columns you want, then you create content types that interact with a subset of the columns. Each content type then gets their own read/create/edit forms.
Once done, when a user goes to the list they can then pick the content type they want to use when creating a new form. If they pick an item from the list that already exists, it'll have a content type assigned to it and the Read form for that content type will be used.
It's not terribly difficult, but it's not all that intuitive, either (especially if you have to use site columns). But, in the end, that's what you're looking for.
Hope that helps.
LINK
Basically, you create a list with all the columns you want, then you create content types that interact with a subset of the columns. Each content type then gets their own read/create/edit forms.
Once done, when a user goes to the list they can then pick the content type they want to use when creating a new form. If they pick an item from the list that already exists, it'll have a content type assigned to it and the Read form for that content type will be used.
It's not terribly difficult, but it's not all that intuitive, either (especially if you have to use site columns). But, in the end, that's what you're looking for.
Hope that helps.
Posted on 6/21/17 at 10:39 am to jagwareagle
So let me give y'all my idea and see if this is even possible. These forms are being filled out over a day on a daily basis, at specific times. So I wanted them to be able to switch in between the forms easily or be able to hold them all open all day. Is there something I can do to have each form open as a separate browser tab, so they can just switch between tabs and keep the forms open?
Id like to have them all in the same library, and have the new forms filled from a new template every day, then be able to choose the template when using the "new item" button
Edit: and if none of that is possible I'll have to find a work-around on it, but that's the idea. Of course I'm new to Sharepoint so no idea if it's possible now
Id like to have them all in the same library, and have the new forms filled from a new template every day, then be able to choose the template when using the "new item" button
Edit: and if none of that is possible I'll have to find a work-around on it, but that's the idea. Of course I'm new to Sharepoint so no idea if it's possible now
This post was edited on 6/21/17 at 10:41 am
Posted on 6/21/17 at 10:47 am to Upperdecker
re: "Id like to have them all in the same library, and have the new forms filled from a new template every day, then be able to choose the template when using the "new item" button"
That's exactly how Content Types work. When creating a new list item, you get to pick the template (which defines the content type for that list item). Once created, however, that list item will always open with the read/edit forms assigned to that content type.
That's exactly how Content Types work. When creating a new list item, you get to pick the template (which defines the content type for that list item). Once created, however, that list item will always open with the read/edit forms assigned to that content type.
Posted on 6/22/17 at 1:41 pm to Dotarian
Update to my issues:
Figured out content types. Now having an issue actually uploading the templates. I try to upload from my local storage files and I get an "access denied: request access" page from Sharepoint. I request access and it emails me requesting access for myself. So I grant myself site admin status, and I get an email saying my request was granted. Then I try to upload again, and the whole thing repeats itself. Anyone know how to fix this loop? I can't do anything with it as long as the loop exists
Figured out content types. Now having an issue actually uploading the templates. I try to upload from my local storage files and I get an "access denied: request access" page from Sharepoint. I request access and it emails me requesting access for myself. So I grant myself site admin status, and I get an email saying my request was granted. Then I try to upload again, and the whole thing repeats itself. Anyone know how to fix this loop? I can't do anything with it as long as the loop exists
Posted on 6/23/17 at 8:53 am to Upperdecker
Sounds like you might be working with an account that doesn't have the proper rights.
Without knowing how your authentication and authorization is set up, you might try using a different account - site collection owner should do the trick.
Without knowing how your authentication and authorization is set up, you might try using a different account - site collection owner should do the trick.
Posted on 6/23/17 at 8:55 am to Dotarian
Also, if you aren't already using it, try using Sharepoint Designer. It's free - just make sure you use the version that corresponds to the version of Sharepoint you're using.
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