I have a Sharepoint 2010 site. It contains a list. I have created a workflow that triggers when an item is added in that list. The workflow will start a Feedback process on the Current Item with some user. My queries are:
How do I customize the task form in InfoPath Designer 2010, as in the steps to follow in the Sharepoint Designer 2010 which will lead me to opening the task form in Infopath Designer 2010.
I have set a Duration of the task at 7 days. I also have allowed to reassign the task to somebody else. But when a user is giving his feedback in the task form and clicks the Reassign Task button, the next form that pops up gives the user the chance to change the task duration which I do not want. Is there any way I can achieve this?
Can I have multiple task forms for a workflow which can be opened one after the other by clicking on buttons on the task forms themselves, say, clicking on a button in form A leads to form B after closing form A and so on?
After doing some more digging, I found answers to my questions:
Publishing the Workflow makes the form appear in the Forms section of the corresponding workflow in SharePoint Designer 2010. From there one can click on that form and edit it in Infopath 2010.
When you open a form in Infopath 2010, click on Page Design tab and change the View from Main (default) to ReassignTask. This will show the template of the Reassign Task To form. Here one can simply remove the fields that allows an user to change the deadline.
Did not dig into this as the above solution solved my problem already.
Related
I want an spfx made webpart that I've made be able to send an email (I'm using IEmailProperties at the moment) which provides a link to a modal form?
For example:
User clicks button in webpart, form loads.
User fills out form and submits it to SP list.
Form sends email on submission. Email has a link to the actual item created, so when the user clicks the provided email link, it opens up the modal form.
I would presume that the user would HAVE to be sent to the SP page where the webpart is unconditionally, but would it be possible to open up the modal corresponding to the SP list item?
Is this feature available in SharePoint framework, because if it isn't, compared to something like InfoPath 2013 or PowerApps it's quite a limitation.
I've researched this with several shallow Google searches and on gitHub for any premade stuff, but alas there is nothing that I've spotted.
I've been told IT IS possible:
"Yeah, they’d have to visit the page. Email clients don’t do JavaScript so you can’t really do interactive stuff there. If you want to take them directly to a page that then displays a modal, that’s plenty possible though. (e.g. display the modal based on if the URL contains a certain string)"
But wouldn't know how to do the above, can anyone start me on the right path?
Regards,
T
In the email, pass a query string containing the item ID/list ID etc of the item, then have the webpart read the See: How can I get query string values in JavaScript? If your values exist. If they do exist, then open the modal using some kind of framework like bootstrap or fluent UI. You can write your own form using PnPjs or use an iframe potentially to display the OOTB edit form.
Additionally, you can link to any page in SharePoint provided you use an extension instead of a webpart to host the modal. You can install extensions tenant wide, and have it listen for the query string.
I'm not sure if it's possible to do what I'm hoping, but maybe I'll get lucky. It has to do with setting form fields in a SharePoint 2010 list, using InfoPath forms.
Basically, I have one list with requests from several vendors. Each vendors has their own requests page which is a Web Part Page with one web part: a list of submissions with a custom view applied that filters it only to them. This is a (clunky but functional) way to ensure each vendor only sees their own requests. To submit a new request, they click on the "Add Item" link at the bottom of the list web part. At this point, a customized InfoPath form pops up, and they add their request.
In the form, one of the fields is "Vendor". What I would like to achieve is to have the InfoPath form read something on the page which tells it which vendor's page it was called from and pre-select that vendor (I could then disable the control so they couldn't change it). I am happy to alter the calling page as needed, or to configure the InfoPath form (can you custom-configure GET or POST values or anything to define a field that way?).
Any help would be very appreciated.
Newbie to sharepoint but this thing didnt work for me as expected.
I am trying to have a sharepoint form:
1)Where accounts fills in section (presses submit, email sent to IT to fill in their section)
2) IT gets email, go fill in their section(press submit, email to MD to approve /reject)
3) MD approves/rejects
4) data saves
I have the form working, and using views am able to go between forms.
Issue is how
1)email alert to groups
2)half filled forms, given to other groups
Thanks
To Solve your first problem :
You can create an event reciver which will fire when an item is created in the list as well as when an existing item is changed in the list Or you can also create a workflow for this too.
There is an approval workflow OOTB which may be helpful for you too, but i am not sure about that.
For the Second question :
Whenever you open the existing item again, infopath form will automatically manage the data entered in the form and displays it as filled data.
Hope this helps.
I am running into a weird problem. I have three SharePoint list and was successful in editing the interface using Infopath from the list>> Customize Form option. But the problem raised for one particular list.
Initially, I changed the look n feel of it using InfoPath and published it but now when i am trying to update any further changes, its not happening.
When i am opening the form in InfoPath its showing all the updated changes but whenever i am publishing it and then trying to open a new item or update an existing item, the previous form is showing up instead of the updated one!
You need to deploy the updated InfoPath form in Central Admin. Goto Central Admin > General Application Settings > Upload Form Template and upload your published InfoPath form. Then, as long as the list is associated with the form, when you create a new item, you will see the new InfoPath form. Sadly, this won' work for existing items in the list, only new ones.
Good luck!
My request is simple.
I want to put a form (a text field let's say) on a Sharepoint page, with a submit button.
When i submit, I want the URL to be reposted with the s="textfromtextfield".
Say i was on a url http://site/site.aspx?p=x clicking submit will take me to:
http://site/site.aspx?p=x&s="textfromtextfield"
If this button "is completely yours" and not one of sharepoint controls you might try writing the following code on the button click handling method on the server side.
Page.Response.Redirect(newUrl, true);
More than likely you want to open the page in SharePoint Designer and add/play with form actions. Check this page for details (rather than attempt to communicate it step by step):
http://office.microsoft.com/en-us/sharepointdesigner/HA101191121033.aspx
FYI. SharePoint Designer is now free for download from Microsoft.
If you have never edited a form in SharePoint Designer, this may help:
http://office.microsoft.com/en-us/sharepointdesigner/HA101191141033.aspx