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Developer advice?

  Date: May 29    Category: Sharepoint 2010    Views: 368

Functionally, I'm trying to create something like this in SP 2010:

1. Select a location from a dropdown.

2. Based on the selected location, a form is pre-filled with related
existing data (currently in a SQL db). The user can update fields as

3. After updating the form, the user previews a Word document into which
the updated data has been merged.

4. Form data is saved in the DB and the corresponding Word doc is
submitted for approval.

I'm obviously not a developer (and unfortunately don't have resources to hire
one) and am struggling with how to proceed. I started off in SPD by creating an
external content type (since much of the data will likely be reused in other
site collections) for each of the SQL tables, and making some associations to
wire them together, but am not sure if that's the best way to go or, if so,
where to go from here. I keep wandering back and forth between SPD, Visual
Studio and MSDN looking lost and confused.

Any guidance on the simplest way to accomplish this task is greatly appreciated.



2 Answers Found

Answer #1    Answered On: May 29    

There are several different possible approaches here - can you let us
know what other software you might have available (e.g. InfoPath, Forms
Services, etc.)?

Answer #2    Answered On: May 29    

Updating data in a Word doc from info in SharePoint (MOSS) is, in general,
difficult. If it is one time, one way updating, its not too bad and we do
this. However, if you want bi-directional updating (SP->Word and Word->SP), it
is impossible w/o deep developer knowledge and tools.

For one way updating (SP->Word), we do roughly the following:
1) Arrange to have the data you want to appear in Word in one SP list in a
grid view.
2) Arrange to have your Word doc saved as a template (dotx) and be the default
document for some SP DocLib. This dotx will have bookmarks indicating where
you want your data to be placed, and VBA code to move data from the
"clipboard" into these bookmarks.
3) The process then is:
- open up your data view
- copy all data into clipboard (CTRL+C)
- open up your template from the "new" icon on the DocLib
- hit some keys that you've assigned your macro to

The VBA executes and moves data from the clipboard into the Word document.

Anybody got a better way without DEV tools, I'd love to know.

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