We have developed a form that is being used via SharePoint 2013. We would like the audience to be able to click on a list item to open up the InfoPath form and then when in the InfoPath form, press on the created buttons to load different views of the form and hide/show certain sections....without it being in Edit mode.
The premise being that the end user has an interactive form that is quick and easy to use upon loading.
Is there any way that a user can activate the rules applied to the buttons in Read mode or does Edit mode always have to be activated first?
Many thanks in advance for any hints or tips!
Well technically you can create a Read-Only form by making all the Pages Read-Only in their settings and use data connections to pull the data into the form fields you want.
So I would make a landing page with buttons that would change the view, run a query and set fields values that you want to display for each Read-Only page/view.
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I have a form on top of a report, and when the user updates values in the report, the form pops up, they make edits, and then click "Apply Changes". There are many rows in the report and right now I have pagination set per every 15 pages. The report is set to enable partial refreshes so the data updates right after the user clicks "Apply Changes". However, if I am on any page other than the first page of the report, it resets the pagination and brings me back to the first page. Is there a way to update the report but stay on the page I'm making the edit for? That way the user can immediately see the change they made through the form.
I was able to solve the issue by using a Dialog Closed dynamic action executing the following javascript:
window.location.reload(false);
It refreshes the browser after the user makes edits, and the pagination does not reset. This is a workaround because the Refresh dynamic action resets pagination. Again this is in APEX 5.1.3.
Which Apex version do you use? I've just tried it on apex.oracle.com which runs Apex 20 and - no problem at all. Once I edit some value in a form, branch returns me to interactive report, to exactly the same page which I left.
Check branch's Behavior - it is set to redirect to page or URL, target is page where the interactive report is; check other properties for the target. Its action should be set to "None" (offered are: clear regions, reset regions, reset pagination which might be set in your branch properties).
I have a simple app that gets user input and when a button is clicked, the input is saved as an entry on the database. I'm thinking of creating another app that not only displays the same information (think of view profile) but also simultaneously lets the user edit the text that is displayed in the text field.
I'm guessing the solution is to have the text-fields be auto-filled by pulling the data from the database, and allow overwriting the data once the submit button is clicked.
Typically read and edit views are separated for good reasons like avoiding accidental edits, allowing different levels of access, things like that. But this capability does exist in Django via forms. If you already have a Form built for submitting the data, you can provide a page with existing data pre-filled by initializing the Form instance with the data - in the docs they call this a bound form. See this example in the docs to get an idea of the mechanics.
Background: I want to make a form in SharePoint for the user to submit vendor information. They fill out the form and attach a document with products and pricing. I can't figure out how to make a form that I can publish to SharePoint to do this. When I use InfoPath's file attachment it fails to publish. I tried using info from this link here but I'm not sure that it's actually a SharePoint form instead of a standard form.
My solution doesn't need to use the attachment I just want users to be able to easily submit the form with the attachment at the same time.
P.s. Sorry if my question is bad. First time using SharePoint, InfoPath, and posting here. Thanks in advance.
Any list that supports attachments should allow you to add an InfoPath form control for that field which will allow the users to add the attachment as part of the form submittal.
Is it possible put extra button to quick create form in CRM 2013?
I have std ribbon button in std form to acquire info about company from internet. I want similar button in quic create form.
There is no ribbon support in Quick Create forms. I would therefore add a button to the Quick Create form using an HTML web resource which performs the same action (JavaScript?) as that on the existing ribbon button you've already created.
If this feature must be available on both forms I would for UI consistency use the same web resource approach on the Quick Create and Main forms rather than one button in the ribbon and one on the form as a web resource.
I am trying to add a customised announcement list to the main page of my SharePoint site on this list, there will be 7 columns on the list but the challenge i'm having now is how to only display 3 out of the 7 columns on the site and the other columns will only be displayed when user clicks on add new announcement or clicks on the list itself. Please can anyone give me an idea of how to achieve this.
E.g: Assuming i customised an announcement list to have column: management, operations, Assets, Finance,HR,QHSE and Technical and added it on my SharePoint page via web-part, How can i make it to only display 3 of the 7 columns like management, operations, Assets while other columns will only be seen whenever users click on the add new announcement or go directly to the list itself. Thanks
For displaying only 3 columns, create a view and set it in the webpart options.
When you create a new view of a SharePoint list, it essentially creates a new .aspx page with the view customized per your definition. This can be done for standard views easily from the SharePoint list's web interface. This is the suggestion from Le_Freddo and should work for creating custom views but not for creating custom edit pages.
For that I believe you need to use SharePoint Designer. Open the site in SharePoint Designer then locate the list you're working on under 'Lists' in the 'FolderList'. You'll see 4 pages, AllItems, DispForm, EditForm, and NewForm. Make a copy of the EditForm (before you modify it), then open the EditForm to make your changes to it. You can add or remove fields from the page. In this way you can customize the Edit form to show all fields or only a subset.
You can also use this method to customize the other views (removing columns you don't want users to see).
When you're done, you can direct your List to use the new pages or define which page to use for each operation (View-All, Display, Edit, Create New) by setting the List's properties (right click the list in the Folder View, select Properties, then the 'Supporting Files' tab will have links to the pages configured for these actions).
Good luck...