I have a infopath form already built, how do I achieve the following?
user is able to access the form via infopath form web part.
user is able to fill out the form and submit via the web part.
user cannot go to Site Contents to even view the result, neither their own, nor others'
user cannot view/edit any results. Submit data only.
Is this possible in SharePoint 2013? So far the closest I could get to is use custom permission level to allow user to only view but not edit item. But I don't want them to even view the result of others. They should only see the form via the web part and submit data there.
Create custom Event receiver on item added event. once the item added just break the permission inheritance and assign the permission for admin only.
So now user can submit the data but they can't able to see that
I think it is possible to submit the form data to another site by web services.
Related
I have created a form in formAssembly and integrated it with salesforce and then use that form in my email template as a button. Email is sent to the customers and customers open the form by clicking on that button and then fill in the fields of the form and submit it.
The data is updated/created in salesforce as Contact/Lead.
Now i want to do the same within salesforce instead of using formAssembly. But i don't know how to achieve this. i tried with dynamic forms but it doesn't work.
Guidance/Help is required if anybody has done it before. I shall be highly grateful.
We can use the web to lead option in the setup menu to automatically add them as salesforce object
I'm looking to make something similar to google docs where everyone can update the form (with multiple input fields) at the same time using REST api, the form data will be stored in database, is it possible?
I can have the form to send an update request whenever user make a change, but I still can't quite figure out what the logic to retrieve data/update form field content and resolve conflict when users are editing the same field.
Best way to use SignalR for realtime communication as well as pushing the updates to other users belonging to the similar group (may be call it as users of a same form). SignalR will provide all the underline infrastructure in place.
I want to use the user tracker to create a registration form to collect additional user information on Tiki. I have done this by configuring the User tracker and specifying that users can register using the tracker under Admin>Login. However, I do not see where I can specify what fields on the user tracker shows up on the registration form for new users?
Under Control panel, go to "Admin Groups", where you can select the group - "Registered", click on "Edit" and under the field:"Users Information Tracker Fields Asked at Registration Time" , specify the fields you want to show up for new users registering on the registration form.
You could have a look at the User Trackers profile which sets up an example tracker and adds some of the fields to the registration page for you.
N.B. However, as usual, profiles cannot be undone easily (yet) so try this on an example empty Tiki first (e.g. https://demo.tiki.org/16x) and not your production site to be safe.
I'm trying to create a form that will submit data to 2 different API's based on a check box and one submit button.
Basically, I'm working on creating a form that allows a site vistor to register for a gotomeeting event. That's the main function of the form. Secondary to that, I want to include a check box that would allow the user to subscribe to an email list.
If the user leaves the checkbox unchecked - he or she would simply be signing up for the event via GTMeeting. If he or she checked the box, that means they register for the event and want to subscribe.
In case 2, The user data needs to be passed separately to Aweber (email client of choice here) and GoToMeeting.
I've created separate forms to handle these tasks separately - and with success. But I cannot figure out how to make the 2 post calls with just one submit button.
I read this post here from ant which seems like it should work: Submit form to 2 different action page
can anyone confirm this for me - in theory?
Thanks.
Craig
I'm trying to add an iframe into the form for viewing accounts that will display all the invoices that are connected to that account. I've read this MSDN page about accessing specific forms through a URL, which I can achieve, but copying the URL generated into an iframe I have created on my form produces an error message.
I'd like to know whether what I'm trying to accomplish is possible and if so, how I should format the URL so that only the invoices connected to the user account being opened will be displayed. I'll add more details later if I can.
I think what you actually want to do is add a sub-grid. This is different from an iFrame, an iFrame generally contains web resources, or links to pages on the web. A sub-grid specifically exists to show related records - e.g. to show the left hand relationships links on the body of the form.
I think this article should show you what to do.
Edit - based on Jacks comment:
So Crm can't handle this situation quite so easily with out of the box features. But you do have a couple of options. I dont think any of these are perfect solutions, so I'll let you choose.
A sub-grid effectively just runs some FetchXml, you can change this FetchXml with JavaScript, so you could alter the view to return the records not directly related. Green Bible has an example, though this doesnt look like its supported.
Use a report in an iFrame.
Use a plugin, I havnt done this myself, but a colleague told me it was possible to stick a plugin on the retrieve message and basically change the query or results which is used by the view.
Create a second relationship between the invoice and the account. Then whenever you link an invoice to an account, also populate this new relationship (a workflow will do) with the account, and whenever an invoice linked to a contact is created, populate the new relationship with the parent account of the contact (again a workflow will do). Then just base your sub-grid on this new relationship. This approach isnt the cleanest but its probably the quickest and easiest to implement.