marcusja2002
Board Regular
- Joined
- Apr 27, 2010
- Messages
- 107
I am trying to set up a sharepoint list that will interact with an excel form I created. There are two hurtles I've bumped up against.
1st. I want to have this excel form be the default template, so whenever a new list item is created this form is the base template and then saved as a new document. I have been able to save the form as a template in the Form library, but I can't seem to change the default infopath program to this new template.
2nd. Once I get the first item working I want to pull specific information from that specific new document created. Say the new form is call Form-0001. I want to pull information from the description cell I set up and dispaly it in the list.
Is this programming that is available in Sharepoint, or do I need code / other programs to get this type of interaction to happen.
THanks in advance for any help.
1st. I want to have this excel form be the default template, so whenever a new list item is created this form is the base template and then saved as a new document. I have been able to save the form as a template in the Form library, but I can't seem to change the default infopath program to this new template.
2nd. Once I get the first item working I want to pull specific information from that specific new document created. Say the new form is call Form-0001. I want to pull information from the description cell I set up and dispaly it in the list.
Is this programming that is available in Sharepoint, or do I need code / other programs to get this type of interaction to happen.
THanks in advance for any help.