Can SharePoint do subforms?
up vote
0
down vote
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I would like to create a form that manages opportunities for my business.
The form would collect all relevent information like order date, time, etc.
But, within this form, I would like to have 3 subforms:
- One that collects Customer information and will be linked to a wider Customer Database
- One that collects action items that will essentially be linked to a workflow that assigns people to actions
- One that collects Guarantee information (basically, in some deals we would have multiple guarantees, and I'd like to have an option to "Add more")
For me, this would be solved by creating "sub-forms". Is there such a thing in SharePoint?
sharepoint forms
edited Aug 31 at 1:18
Run5k
10.5k72749
asked Aug 30 at 14:40
Anniesoptera
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add a comment |
up vote
0
down vote
favorite
I would like to create a form that manages opportunities for my business.
The form would collect all relevent information like order date, time, etc.
But, within this form, I would like to have 3 subforms:
- One that collects Customer information and will be linked to a wider Customer Database
- One that collects action items that will essentially be linked to a workflow that assigns people to actions
- One that collects Guarantee information (basically, in some deals we would have multiple guarantees, and I'd like to have an option to "Add more")
For me, this would be solved by creating "sub-forms". Is there such a thing in SharePoint?
sharepoint forms
edited Aug 31 at 1:18
Run5k
10.5k72749
asked Aug 30 at 14:40
Anniesoptera
12
add a comment |
up vote
0
down vote
favorite
up vote
0
down vote
favorite
I would like to create a form that manages opportunities for my business.
The form would collect all relevent information like order date, time, etc.
But, within this form, I would like to have 3 subforms:
- One that collects Customer information and will be linked to a wider Customer Database
- One that collects action items that will essentially be linked to a workflow that assigns people to actions
- One that collects Guarantee information (basically, in some deals we would have multiple guarantees, and I'd like to have an option to "Add more")
For me, this would be solved by creating "sub-forms". Is there such a thing in SharePoint?
sharepoint forms
edited Aug 31 at 1:18
Run5k
10.5k72749
asked Aug 30 at 14:40
Anniesoptera
12
I would like to create a form that manages opportunities for my business.
The form would collect all relevent information like order date, time, etc.
But, within this form, I would like to have 3 subforms:
- One that collects Customer information and will be linked to a wider Customer Database
- One that collects action items that will essentially be linked to a workflow that assigns people to actions
- One that collects Guarantee information (basically, in some deals we would have multiple guarantees, and I'd like to have an option to "Add more")
For me, this would be solved by creating "sub-forms". Is there such a thing in SharePoint?
sharepoint forms
sharepoint forms
edited Aug 31 at 1:18
Run5k
10.5k72749
asked Aug 30 at 14:40
Anniesoptera
12
edited Aug 31 at 1:18
Run5k
10.5k72749
asked Aug 30 at 14:40
Anniesoptera
12
edited Aug 31 at 1:18
Run5k
10.5k72749
edited Aug 31 at 1:18
Run5k
10.5k72749
edited Aug 31 at 1:18
Run5k
10.5k72749
10.5k72749
asked Aug 30 at 14:40
Anniesoptera
12
asked Aug 30 at 14:40
Anniesoptera
12
asked Aug 30 at 14:40
Anniesoptera
12
12
add a comment |
add a comment |
1 Answer
1
active
oldest
votes
up vote
-1
down vote
accepted
So, with some digging, I found this resource:
Video 1 of 6: https://www.youtube.com/watch?v=bO1lc_mEThc
This is a parent/child relationship video by Mark Rackley that I found incredibly useful in building a form with subforms. Hope this helps others :)
answered Nov 21 at 10:20
Anniesoptera
12
add a comment |
1 Answer
1
active
oldest
votes
1 Answer
1
active
oldest
votes
active
oldest
votes
active
oldest
votes
up vote
-1
down vote
accepted
So, with some digging, I found this resource:
Video 1 of 6: https://www.youtube.com/watch?v=bO1lc_mEThc
This is a parent/child relationship video by Mark Rackley that I found incredibly useful in building a form with subforms. Hope this helps others :)
answered Nov 21 at 10:20
Anniesoptera
12
add a comment |
up vote
-1
down vote
accepted
So, with some digging, I found this resource:
Video 1 of 6: https://www.youtube.com/watch?v=bO1lc_mEThc
This is a parent/child relationship video by Mark Rackley that I found incredibly useful in building a form with subforms. Hope this helps others :)
answered Nov 21 at 10:20
Anniesoptera
12
add a comment |
up vote
-1
down vote
accepted
up vote
-1
down vote
accepted
So, with some digging, I found this resource:
Video 1 of 6: https://www.youtube.com/watch?v=bO1lc_mEThc
This is a parent/child relationship video by Mark Rackley that I found incredibly useful in building a form with subforms. Hope this helps others :)
answered Nov 21 at 10:20
Anniesoptera
12
So, with some digging, I found this resource:
Video 1 of 6: https://www.youtube.com/watch?v=bO1lc_mEThc
This is a parent/child relationship video by Mark Rackley that I found incredibly useful in building a form with subforms. Hope this helps others :)
answered Nov 21 at 10:20
Anniesoptera
12
answered Nov 21 at 10:20
Anniesoptera
12
answered Nov 21 at 10:20
Anniesoptera
12
answered Nov 21 at 10:20
Anniesoptera
12
12
add a comment |
add a comment |
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