Create a new investment form and publish it to a SharePoint 2013 forms library

Transcription

1 Create a new investment form and publish it to a SharePoint 2013 forms library Step 1, create two new document libraries in the root site of your a collection 1) Open SharePoint Designer ) Create the Document Library Investments a) Open the List and Libraries tab b) Click on the Document Library button c) Select the Document Library option from the dropdown d) Enter the Name: Investments 3) Create another document library InfoPath Forms a) Click on the Document Library button b) Select the Document Library Option from the dropdown c) Enter the Name: InfoPath Forms d) Click OK Step 2, create a new SharePoint Form Library in InfoPath Designer ) Open InfoPath Designer ) Click on the SharePoint Form Library button 1

2 3) Add a title: Investment Form 4) Add a heading: Motivation heading 5) Select the bottom table 6) Open the LAYOUT tab 7) Click on the Delete button 8) Select the Table from the dropdown Step 3, add fields to the form 1) Add a Title field a) Click in a column in the table b) Open myfields to the right c) Select Add from the dropdown d) Enter the Name: Title 2

3 2) Add an Amount field a) Open the myfields section b) Select Add from the dropdown c) Enter the Name: Amount d) Set the Data Type to Whole number (integer) 3) Add a StartDate field a) Open the myfields section b) Select Add from the dropdown c) Enter the Name: StartDate d) Set the Data Type to Date (date) 4) Add a Goal field a) Open the myfields section b) Select Add from the dropdown c) Enter the Name: Goal d) Set the Data Type to Rich Text (XHTML) 5) Drag and drop the Title to the form 6) Drag Amount and drop it to the form 7) Drag Start Date and drop it to the form 8) Drag Goal and drop 9) Select all of the columns 10) Click Merge cells 3

4 11) Select the last row 12) Click on the Delete button 13) Select the Rows from the dropdown Step 4, add a Submit button to the form 1) Open the HOME tab 2) Go to the Controls and click on the dropdown arrow 3) Click on Button under Objects 4

5 Step 5, set the button action to Submit and connect to a SharePoint document library 1) Select the button 2) Open the PROPERTIES tab 3) Click on the Control Properties button 4) Select Submit from the dropdown list 5) Click on the Submit Options button 6) Check Allow users to submit this form 7) Select SharePoint document library from the dropdown list 8) Click on Add 9) Go to the SharePoint site and right click on Investments library 10) Click on Copy shortcut 11) Go back to InfoPath Designer 5

6 12) Paste the URL you copied 13) Remove the /Forms/AllItems.aspx part from the URL 14) Click on the fx button 15) Enter the Formula Concat( Invest, 16) Click on Insert Field or Group 17) Select the Title option under myfields 18) Add the end parenthesis, so that the formula is concat( Invest,Title) 19) Click OK 20) Check Allow overwrite if file exists 21) Click Next 22) Enter the name: Submit to SP Doc Lib 6

7 23) Click Finish 24) Click OK 25) Click OK Again Step 6, publish the Form Template to the SharePoint Library 1) Open the FILE tab 2) Click on Publish 3) Click on the SharePoint Server option 4) Click OK 5) Enter the File name: InvestmentForm.xsn 6) Click Save 7) Click Overwrite to the dialog box 8) Save it to the SharePoint site 9) Click Next 10) Publish as a Site Content Type (advanced) option 11) Click Next 12) Click on the Next to Create a new content type 7

8 13) Enter the Name: Contoso Investment 14) Click Next 15) To specify a location for the form template, go to the SharePoint site 16) Right click on InfoPath Forms 17) Click on the Copy shortcut option 18) Go back to InfoPath Designer 19) Paste the URL 20) Remove the /Forms/AllItems.aspx part from the URL 21) Click Next 22) Add the new site column Title a) Click on the Add button b) Click on Title c) Keep the default (None: Create new site column) 8

9 d) Enter the Column name: InvestmentsTitle 23) Add the new site column Amount a) Click on Add b) Click on Amount c) Select (None: Create new site column) from the dropdown list d) Enter the Column name: InvestmentsAmount 24) Add the new site column StartDate a) Click Add b) Select StartDate c) Keep the default Base Columns d) Enter the Column name: Start Date 25) Click on Next 26) Click on Publish 9

10 Step 7, make the new Content Type the default one for the Investments Document Library 1) Go to SharePoint Designer ) Click on Investments 3) Check Allow mangement of content types 4) Click on Add 5) Click on Contoso Investment under Microsoft InfoPath 6) Click OK 7) Click on the Set as Default button at the top 10

11 8) Remove the other Investments Content Types a) Click on Folder under Content Types b) Click on the Delete button c) Click Yes to the dialog box d) Click on Document under Content Types e) Click on the Delete button f) Click Yes to the dialog box Step 8, submit two investments proposals 1) Go to the SharePoint site 2) Click on the Investments document library 3) Open the FILES tab 4) Click on the new Document option 5) Select the Contoso Investment form 6) Fill out the required fields a) Title: New computers b) Amount: 500 c) Start date: 1/13/2013 d) Goal: Speed improvements 7) Click on the Submit button 8) Open the FILES tab at the top 11

12 9) Click on New Document 10) Select Contoso Investment 11) Fill out the required fields a) Title: New lighting b) Amount: 100 c) Start date: 1/27/2013 d) Goal: See better 12) Click on the Submit button Step 9, modify the view to show the new columns 1) Open the LIBRARY tab 2) Click on the additional options 3) Select the Modify this View option 4) Check the boxes for a) Edit (link to edit item) b) InvestmentsAmount c) InvestmentsTitle 5) Uncheck all other boxes 6) Set the positions 7) Click OK 8) Check the result 12