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Form for Document Library

  Asked By: Deborah    Date: Jan 19    Category: MOSS    Views: 814

I am hoping that someone could tell me how to do the following. (It is proving
to be beyond my current limited abilities.)

In a MOSS'07 site, I have a document library. I need to add a form to this
document library that can be filled out in either Word, or web enabled
Infopath. (It seemed like everything was working okay developing the form in
Infopath until I tried to publish the form.)

In the form, there are certain fields that I need to be able to populate using
information that exists in the document library. For instance, I need to be
able to select the filename of an item in the document library from a dropdown
list, that will populate other fields in the form with the appropriate metadata
for the file selected. When a user clicks the "Submit" button on the form, the
form should be added to the document library, and the name should be
sequentially unique. For example, the first time the form is generated, the
title should be "VDT-001." The next time the form is generated, it should be
titled "VDT-002," and so on. I would really like a field of metadata for each
file selected in the form to also be updated with the form that it is included
on. I have Infopath 2007, and SPD, but I do not have visual studio, (Which I am
realizing that I probably depserately need.) Could someone please help me with
this dilemma? I have been
working at it for about a month now and anytime that I seem to be making any
progress, I only run into some kind of setback and have to start over again. I
know that there is a way that this can be done, but it is beyond me how to
accomplish this at the moment.

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7 Answers Found

 
Answer #1    Answered By: Makayla Lewis     Answered On: Jan 19

Are you using Form library  or docment library?

 
Answer #2    Answered By: Miranda Scott     Answered On: Jan 19

I tried both. Both brought their own unique  set of insurmountable
circumstances.

 
Answer #3    Answered By: Deirdre Macias     Answered On: Jan 19

it is not at all clear what you are trying to do, however, based on an
assumption, I will continue.

Assumption: you want to pre-populate some fields  of a form  with meta-data from
some SP list whose row is choosen by a drop-down on the form, then you want to
save this form with some form of sequential titles.

We are doing something very similar using only SharePoint(MOSS), InfoPath'07,
and SPD to build workflows.

You mentioned a "form in Word..." - there is no such animal from SharePoint's
perspective (although you can make something that looks like one).

You will have a forms library  to contain your populated forms and a document
library which contains the docs whose meta-data you want to capture.

The big picture is:
1) design your form
2) add  a second data source to be the doc lib
3) use 2nd data source to populate  drop-down
3a) all the drop-down will really capture is the ID of the row in the doc lib
whose meta-data you want. Put this ID into a hidden field  on your form
4) write an "on create" workflow for your form library which basically looks
up the desired meta-data and puts it in appropriate form fields

 
Answer #4    Answered By: Kala Solomon     Answered On: Jan 19

I will try that. And I understand how it can be confusing. It's
very difficult to describe, but I could show you with no problems. Would there
be a way that the location that the form  is initiated from, the location that
the form is stored in once completed, and the documents could all reside in the
same library, be it document  library or form library?

 
Answer #5    Answered By: Madison Clark     Answered On: Jan 19

Get a visual studio, you can download trial version of vs2008, or some
express Edtions.

or you get a Moss Vpc from microsoft, which has everything which is needed
for developement.

for me

if you dont have visual studio as developer then

its similar to going to war without any weapon.

after you have visual studio you can use event handlers when for renaming
file, or you can buid a web  service which will provide data to infopath
forms

 
Answer #6    Answered By: Dhanraj Saxsena     Answered On: Jan 19

We had wondered that exact same Q, could InfoPath forms and document  co-exist
in the same library. I'm pretty sure the answer is NO. With the caveat that I
know you can have different content-types in the same DocLib. But I think to
publish a form  as a content-type you must have VS200x. So, in any case, have
not tried it, we are not allowed VS.....anything - an IT rule.

 
Answer #7    Answered By: Kacie Calhoun     Answered On: Jan 19

Can you put a document  into a Form library? Yes, you can.

 
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