Add SharePoint List Items with InfoPath - Matt Faus
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InfoPath Dev

Matt Faus

Add SharePoint List Items with InfoPath

One very useful feature of Microsoft SharePoint is its ability to create and maintain lists that users can leverage to store, view, and share items with other users of the SharePoint site. It is often desirable to be able to view these items and to add additional items with an InfoPath form; one such example is a list of contacts. In this example we will add items to the automatically generated Contacts list in SharePoint, but this technique can be used to add list items to any SharePoint list.

In this task we will add three data connections to a form: a connection to a SharePoint List to view the Contacts list, a connection to the SharePoint lists.asmx Web Service to submit new Contacts to, and a secondary XML document that we will use as a Collaborative Application Markup Language (CAML) template. Let’s start by designing a new blank form.

Add the CAML template:

Copy the following code into a text editor, and then save the file as Add List Item Template.xml:

<?xml version="1.0" encoding="UTF-8"?>
<Batch OnError="Continue">
    <Method ID="1" Cmd="New">
        <Field Name='Title'></Field>
        <Field Name="FirstName"></Field>
        <Field Name="Email"></Field>
        <Field Name="WorkPhone"></Field>
    </Method>
</Batch>

Now that the CAML template has been saved, let’s design the form.

Add the CAML template as a secondary data source:

  1. Design a new blank form.
  2. Choose Data Connections from the Tools menu, and then click Add.
  3. In the Data Connection Wizard, select Receive Data, and then click Next.
  4. Select XML Document, and then click Next.
  5. Click Browse, locate and select the Add List Items Template.xml file, click Open, and then click Next.
  6. Click Finish, click Yes, and then click Close.

Add the SharePoint data connection to receive data:

  1. Choose Data Connections from the Tools menu, and then click Add.
  2. In the Data Connection Wizard, select Receive Data, and then click Next.
  3. Select SharePoint Library or List, and then click Next.
  4. Type the name of your SharePoint site into the text box, and then click Next.
  5. Select Contacts from the list of libraries, and then click Next.
  6. Select the Last_Name, First_Name, E-mail_Address, and Business_Phone fields, deselect every other field, and then click Next.
  7. Click Finish.

SharePoint stores lists using a unique identifier, called a GUID, for each list. You must know the GUID for your specific implementation of SharePoint in order to submit new items to it. This concept is also true for the field names represented in the CAML file and if you decide to create a new CAML template with more fields (or for a different list) you will have to follow a similar process to obtain the internal SharePoint field name for the particular columns.

Obtain the Contacts list GUID:

  1. Open Internet Explorer, log on to your SharePoint site, and browse to the Contacts list.
  2. Click Modify Settings and Columns on the left side of the browser window.
  3. Look at the URL in the Address Bar and copy the bracketed value of the List variable at the end of the URL (see Figure 1). Paste this text into a text editor (such as Notepad) for later use.


Figure 1. Obtaining the List name.

Create the default view:

  1. Switch back to the InfoPath Designer, and then open the Controls Task Pane.
  2. Insert a button into the view, and then double-click the new button.
  3. Select Refresh from the Action drop-down list, select One Secondary Data Source in the Refresh dialog box, and then select Contacts from the drop-down list.
  4. Click OK two times, and then type Enter a few times to insert some white space below the refresh button.
  5. Open the Data Source task pane, and then choose Contacts from the Data Source drop-down list.
  6. Right-click the myFields/dataFields/Contacts node and choose repeating table.
  7. Type Enter a few times to insert some white space.
  8. Open the Controls task pane, and then select Text Box to insert a new text box field into the view.
  9. Double-click this text box, rename to ListName, and then copy and paste the GUID of the Contact List into the Default Value field. (Refer to Figure 2).
  10. Click OK.


Figure 2. Adding the ListName text box.

We now have everything we need to add the data connection to the SharePoint web service, let’s do that now.

Add the connection to the SharePoint web service:

  1. Choose Data Connections from the Tools menu, and then click Add.
  2. Select Submit Data, click Next, select To a Web Service, and then click Next.
  3. Type the location of the lists.asmx file on your SharePoint site. This is usually located at http://sharepointserver/_vti_bin/lists.asmx.
  4. Click Next.
  5. Select UpdateListItems from the list, and then click Next.
  6. For the s0:listName parameter assign the /my:myFields/my:ListName node as the value.
  7. Highlight the s0:updates parameter, click the data source button, select Add List Item Template from the data source drop-down list, highlight the /Batch node, and then click OK.
  8. Choose XML Subtree, Including Selected Element from the Include drop-down list, and then click Next.
  9. Click Finish.


Figure 3. Assigning the Web Service variables.

Now that all of the data connections are properly configured we can finish designing our form.

Add the submit section:

  1. Open the Data Source task pane, and then choose Add List Item Template from the Data Source drop-down list.
  2. Right-click the /Batch/Method/Field node, and then choose Repeating Table.
  3. Double-click the text box control in the Name column, switch to the Display tab, select Read-Only, and then click OK.

NOTE: This field must be read-only because if it changes, our CAML will be affected and the submit will fail.

  1. Resize the columns to match Figure 5.
  2. Type Enter a few times to enter some white space.
  3. Open the Controls task pane, and then insert a new button.
  4. Double-click the button, select Submit from the Action drop-down list, Select Enable Submit Commands and Buttons, select Web Service from the Submit To drop-down list, and then select Submit from the data connection drop-down list.
  5. Click OK two times.


Figure 4. Adding the submit button.


Figure 5. The completed view.

Try it out:

  1. Click the Preview Form button (or type Alt+P).
  2. Click the Refresh button to obtain the list of Contacts already on the SharePoint site.
  3. Type a new Contact into the four field rows, and then click the Submit button.
  4. Click the Refresh button again to observe the new contact that has been added.
  5. Open Internet Explorer.
  6. Browse to the Contacts list on your SharePoint site and verify that a new contact has indeed been added.
Published Feb 02 2006, 03:37 PM by Matt Faus
Filed under:

Comments

 

Damian said:

Hi Matt,

I have followed your step by step above and for some reason its not working (keeps telling me the list doesnt exist that its submitting to although its fetching the data fine). Im sure i have accidently missed a step somewhere but my question is.

Would it be possible to select from the repeating tables data from sharepoint and then update that item aswell as have the option to create new?

Thanks

Damian

June 12, 2007 5:56 AM
 

BrianPMucha said:

I'm in the process on getting this working between InfoPath and WSS 3.0. I noticed a difference where for me the List GUID is url encoded, which looks like this:

List=%7B824F9B5A%2DF795%2D4601%2D89CC%2D5D278870CDC8%7D

I found a handy site at http://meyerweb.com/eric/tools/dencoder/ that will translate this value to the normally formatted GUID. Just thought it might throw a few people.

July 10, 2007 10:12 PM
 

kme@umoeikt.no said:

I get the data when i push Update, but i can't submit. No errors returned.

What should I look for?

October 24, 2007 6:58 AM
 

kaleo said:

I haven't been through this tutorial yet, but i was wondering if the infopath form becomes a "content type" for editing the list items as well...

Mahalo!

October 24, 2007 12:33 PM
 

RobAston said:

Hi matt and all

great article!

Just wondering the part where you create the submit repeating table with the name and field. All the fields are text box's. Is there a way to get unique controls for each field i.e text box's, Check box's etc

Cheers

November 26, 2007 4:05 AM
 

adam.wolff said:

One question.  When you are adding the data connection to the sharepoint web service, where do you get the /Batch option.  When I go through these steps I can add the list ID textbox to the listName, but I do not see the /Batch anywhere to add to the updates parameter.  Any help would be appreciated.

December 4, 2007 8:42 AM
 

Craig Schaefer said:

This is a great article!

I'm trying to extend this functionality to have certain drop-down lists or combo boxes populated from a Sharepoint List based on a value entered in another part of the form.  To do this, I dynamically set the "ListName" field with another combobox.  

My question is do you have any example of how to setup a Data Source using Web Services and the GetListItems service?  It's a little more complicated than this example, and I am not sure how to populate all the parameters.

December 5, 2007 6:53 AM
 

Jenwlee said:

Hi Matt, I tried following your steps as listed above.  I'm new to InfoPath...

I ran into an error when trying to submit:

The SOAP response indicates that an error occurred on the server:

   Exception of type 'Microsoft.SharePoint.SoapServer.SoapServerException' was thrown.

   <detail><errorstring xmlns="Element'>schemas.microsoft.com/.../">Element &lt;Batch&gt; of parameter updates is missing or invalid.</errorstring></detail>

I don't know how to troubleshoot this. I am not a developer by any means and was told by my company Help Desk that business users can configure forms to submit in as a new row in a Sharepoint list. However, they don't provide any technical support.

I have a form that I need to create that submits the information into a Sharepoint list (with other fields not in the form) for workflow tracking.

Would you be able to assist me? Would be greatly appreciated.

I have InfoPath Designer 2003 and Sharepoint 2007.

January 1, 2008 7:22 PM
 

Aaron_Brown said:

thanks good article..

However i am recieving an error when trying to use the submit button.

error message: "infopath cannot submit the form, an error occured while the form was being submitted"

any help would be appreciated....

January 7, 2008 3:21 AM
 

thoughtdream said:

What's the relationship between the field names in infopath and the column names in Sharepoint?

I mean, how does each other know how the fields line up?  How does it know WorkPhone in your CAML relates to Business_Phone in the Sharepoint list?

Which one do I have to be consistent with and how do I ensure the appropriate fields/columns are being updated with the correct info.

March 25, 2008 6:29 AM
 

JasonHolmes said:

I completed all of the above with out any problem until I came to submit a form and then I had the following error appear!

The SOAP response indicates that an error occurred on the server:

Exception of type Microsoft.SharePoint.SoapServer.SoapServerException was thrown.

<detail>

       <errorstring xmlns="schemas.microsoft.com/.../">Element &lt;Batch&gt; of parameter updates is missing or invalid.</errorstring>

     </detail>

Can anyone help?

August 13, 2008 7:26 AM
 

JasonHolmes said:

I completed all of the above with out any problem until I came to submit a form and then I had the following error appear!

The SOAP response indicates that an error occurred on the server:

Exception of type Microsoft.SharePoint.SoapServer.SoapServerException was thrown.

<detail>

       <errorstring xmlns="schemas.microsoft.com/.../">Element &lt;Batch&gt; of parameter updates is missing or invalid.</errorstring>

     </detail>

Can anyone help?

August 13, 2008 7:26 AM
 

josetellan said:

Hi everyone, i can get the data from update button but i can insert a new item and infopath tells me "the form has been send properly or rightly"...no error messages

September 1, 2008 4:07 AM
 

levar said:

The same problem.

I can get data from the SharePoint, but can't add new one, submit don't produce any errors but the Item don't appear in the list.

September 16, 2008 2:36 AM
 

phamj said:

same problem as josetella and levar.

I did something similar to this before with the Event Calendar on SharePoint.  Seems to work okay.  

This one submits but it doesn't update anything.  Strange.

September 25, 2008 5:03 PM
 

swapna_l9 said:

please tell me code for lists.asmx .

December 7, 2008 9:41 PM
 

waiman said:

Your article is good but I still have one problem.... I have a form, let's say, with 10 fields bases on a Sharepoint list (which bases on a content type).  I want to put a code behind a "save" button to update ONLY 3 fields within the list but  I can't make it work... have I missed something here?

December 8, 2008 5:46 PM
 

SharePoint/InfoPath | keyongtech said:

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January 18, 2009 8:43 AM
 

duncan.hope said:

Hi,

Good article, thanks.  For those wondering why it doesn't submit properly though, the xml fields do need to match those in the list.  So for this example it should be.

<?xml version="1.0" encoding="UTF-8"?>

<Batch OnError="Continue">

   <Method ID="1" Cmd="New">

       <Field Name='Last_Name'></Field>

       <Field Name="First_Name"></Field>

       <Field Name="E-mail_Address"></Field>

       <Field Name="Business_Phone"></Field>

   </Method>

</Batch>

January 19, 2009 1:37 AM
 

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January 20, 2009 7:42 AM
 

Receiving webservice | keyongtech said:

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January 21, 2009 5:16 PM
 

jthrasher said:

So I've followed the steps outlined above (and recreated many times) but I have been unsuccessful in getting this to work.  The form says it submits correctly but nothing is ever added to the list.  Any ideas why this is happening or how to troubleshoot?

February 6, 2009 9:41 AM
 

yourmanoj said:

Nice and Great Article!

But I have a problem While Modifying the existing Content in the list.

Once i left the column blank while submitting new data, I can't edit the column again.

Kindly check with that

February 16, 2009 11:11 PM
 

CraigW said:

Nice example.  How can I do the same to do a search such as where id > 10, etc?

March 23, 2009 2:35 PM
 

ElenaS said:

Thank you for the article. However, I am having the same problem presented by other users. After I click Submit, it alerts me that the form was submitted successfully, but it does not actually submit it. Did anybody figure out how to fix this issue?

I checked in rechecked my Batch file and it seems to match the column names in the list, the way it is supposed to.

I also tried the GUID with and without the brackets without any success.

Please help!

April 3, 2009 2:31 PM
 

OmarStewart said:

Worked Perfectly, Thank You!!

ElenaS: you are hitting the refresh button right?

April 22, 2009 10:16 AM
 

jason_hamlin2 said:

Okay, a couple notes about this article for some of the folks having troubles.  First off:  I did get it to work after a few trial and error moments, thanks for the great post!

On this step:  "Add the submit section:

Open the Data Source task pane, and then choose Add List Item Template from the Data Source drop-down list.

Right-click the /Batch/Method/Field node, and then choose Repeating Table."

That threw me since that wasn't an option for my CAML in InfoPath 2007 designer since I only wanted to update one field in a Custom List I had created.  What did work though:  Just drag and drop that node onto the design surface.  Then use the 'Field' node to add new data to the list.

Second thing that was causing me issues that I noted others had:  My Custom List was several levels deep in my web application and would never get updated.  My list was here:  myserver/.../Status.  So, using the web service located at the top level to UpdateListItems will not work.  You have to use the web service specific to your site level.  So, instead of myserver/.../lists.asmx I just used myserver/.../lists.asmx.

Those are only snags I ran into, so once I figured out those, everything worked great!  Thanks so much again for posting!

April 23, 2009 9:41 AM
 

jcnet said:

This worked .. Great example!!!

Now how do I set the List to pull up a browser version of the form, when I select NEW?

May 7, 2009 8:44 AM
 

spokompton said:

Is the repeating table a necessary step? I have a form that submits to one of 6 seperate sharepoint lists depending on an employee # that is selected. I have a master list setup that the form recieves from that has the GUID's coded into it along with other info that populates about the employee you selected. I have my form setup to auto populate the GUID depending on the selection. all i want to do is have the form submit a few boxes of info to one of the predetermined sharepoint lists depending on the GUID. It seems to me that i need to creat 6 views that the form switches to that are all built exactly the same and have the GUID Hard coded into the submit info... these lists will get bigger and bigger... so is the repeating table somethgin that can be cut out?

June 3, 2009 12:03 PM
 

littleriver said:

Matt, this works great. How do I "edit" rather than create a 'new" list item? How do I iterate the list to see if the item already exists?

Thanks!

September 18, 2009 1:45 PM
 

pitur said:

Hello,

I did something similar to this with the Event Calendar on SharePoint. But it doesn't work.

I can get data from the SharePoint, but can't add new one, submit don't produce any errors but the Item don't appear in the list.

help?

Thanks!

October 1, 2009 2:55 AM
 

parriwg said:

Like pitur, I create a new item but the columns have no value.  

I noticed in the CAML template that Title is surrounded with single quotes(') while every other column name is within double quotes (").  Is that correct?  And if so, why?

I assume that the GUID is not case sensitive, do you know?

October 9, 2009 12:10 PM
 

Hilary Stoupa said:

qRules 2.0 is here, and it has a whole host of cool new commands. One of the real superstars is SubmitToSharePointList

November 18, 2009 3:00 PM
 

SMuldowney said:

Matt,

I am trying to figure out how to make this work without using a repeating table. The problem I have is that I need to use some lookup values and still be able to submit the data back to a Custom List with my sp site. Any thoughts?

December 16, 2009 9:18 AM
 

Hilary Stoupa said:

qRules 2.0 is here, and it has a whole host of cool new commands. One of the real superstars is SubmitToSharePointList

December 23, 2009 5:35 PM
 

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February 1, 2010 3:08 AM
 

Paddy said:

OMG  OMG

I luv u

It works!

February 5, 2010 5:33 PM
 

SMuldowney said:

I have tried both the original xml and the suggested xml and still cannot get the form to submit. I am using InfoPath 2007 and MOSS. The form pulls the values from the list juat will not submit the data.

March 11, 2010 7:34 AM
 

parsuc_jan said:

I've followed the steps described above but I have been unsuccessful in getting the items added to the list.  The form says it submits correctly but nothing is ever added to the list.  Any ideas why this is happening or how to troubleshoot?

March 26, 2010 9:29 PM
 

sbernard said:

awesome post.  I am able to submit to a list however it does not work of the list is in a different subsite.  How can I populate a list on a 'subsite' or teamsite?

May 11, 2010 5:53 AM
 

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May 31, 2010 12:40 AM
 

jd422 said:

Halleleuja!!

I followed the same example and I hacked and hacked using VBscript.  I finally got it working.  

A very important note: Do not rename the "Title" column on the sharepoint list site.  Well, actually, I did but my "Add List Item Template.xml" still uses 'Title'.

By the way, my ListName includes the braces i.e., {}.  Also, I think my VBscript is a bit less complicated.

July 23, 2010 7:58 AM
 

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August 23, 2010 11:03 AM
 

prasarns said:

Nice and Great Article!

For blank response with no error : try only text data first, date field may be more difficult.

For error check this:

Important:  

The list GUID must be formatted as: {xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx}. If the list GUID has the hyphens and braces escaped (with %7B for the opening brace, %2D for the hyphens, and %7D for the closing brace), you must replace the escaped characters with actual braces and hyphens. When you use this GUID later, it must appear as follows: {1E76517B-2C36-4473-A420-A737D98589BC}

September 7, 2010 3:14 AM
 

Paddy said:

So,  would this function as well,  if you had  say more than one data entry table.  I I had 3 areas on my form that I wanted to update the same list,  would I build 3 submits to carry the information over to the singel list?

Can you use drop-down boxes for the fields?   Can you use drop down boxes that obtain their content from a SharePoint site column ??

September 12, 2010 3:27 PM
 

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December 17, 2010 10:45 AM
 

kfr676 said:

I am having a similar problem that Brian PMucha had in the 2nd posting above. My GUID is not coded properly so I used the Decoder site that he provided. It decoded the list id but now it's telling me that it can't find the file specified when I try to submit to the list. Do I have to somehow add the decoded list id to the list or am I missing something? Thanks.

December 28, 2010 2:44 PM
 

regmar said:

I also followed the instructions but couldn't get the form to post new records.  While researching the issue I found Microsoft's page that explains the process above:

msdn.microsoft.com/.../cc162745%28v=office.12%29.aspx

Personally I can get the form to insert records, but I cant get the inserted record's data to populate.  The new record has empty field everywhere except in the columns supplied by Sharepoint (Created, Created By, ID, etc.)

Strangely the Microsoft article says to use C++ code in the event handlers of the controls.

January 15, 2011 3:25 PM
 

regmar said:

OK I figured it out.  I was confusing MSDN's instructions with those given here.  I was adding my repeating table using the data source, "Main" rather than the CAML data source.  Once I added the repeating table using the CAML data source, everything worked fine; the record inserted and the data went in fine.

I also realized that I could include in my CAML whatever subset of the Sharepoint list fields I wanted.

One of the advantages to spending three days trying to get this to work is that I became quite familiar with the Infopath Designer interface.

January 16, 2011 10:05 AM
 

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February 21, 2011 8:20 PM
 

Mingle said:

I want to delete a piece of SharePoint list item using CAML xml and updatelistitems,but I got the error "some rules were not applied.The parameter is incorrect".

Delete command xml template is like this:

<?xml version="1.0" encoding="UTF-8"?>

<Batch OnError="Continue" ListVersion="1">

   <Method ID="1" Cmd="Delete">

       <Field Name='ID'></Field>

   </Method>

</Batch>

What's your opinion?

October 14, 2011 1:25 AM
 

dweiss1025 said:

I followed all the steps you had and i am getting this error message i  am very new to info path can you help on this error that i am getting

Thank You

Darren Weiss

dweiss@nycbloodcenter.org

InfoPath cannot submit the form.

An error occurred while the form was being submitted.

The SOAP response indicates that an error occurred on the server:

Exception of

type 'Microsoft.SharePoint.SoapServer.SoapServerException' was thrown.

<detail><errorstring xmlns="schemas.microsoft.com/.../">

   List does not exist.

   The page you selected contains a list that does not exist.  It may have been deleted by another user.

   </errorstring><errorcode xmlns="schemas.microsoft.com/.../">0x82000006</errorcode></detail>

November 29, 2011 5:01 AM
 

dweiss1025 said:

I followed all the steps you had and i am getting this error message i  am very new to info path can you help on this error that i am getting

Thank You

Darren Weiss

dweiss@nycbloodcenter.org

InfoPath cannot submit the form.

An error occurred while the form was being submitted.

The SOAP response indicates that an error occurred on the server:

Exception of type 'Microsoft.SharePoint.SoapServer.SoapServerException' was thrown.

<detail><errorstring xmlns="schemas.microsoft.com/.../">Cannot access a closed Stream.</errorstring></detail>

November 29, 2011 6:42 AM
 

dustbin111 said:

This is great, and I got it to work.

However, my situation has different requirements and I'm wondering how to modify your solutiont o meet these requirements.

I need to perform a one-way push of the entire contents of a repeating table to a sharepoint list once a manager has reviewed the repeating table.

I do not need to recieve data from the sharepoint list into infopath.

I'm thinking of adding a field to each row in the repeating table as a lineitem number with the value set as:

count(../preceding-sibling::*) + 1

Then somehow add a rule to my submit button that checks the lineitem number, submits a row via the CAML, increments lineitem, and continues to do so until lineitem equals the total number of rows in the repeating table.

Thoughts?

~Dustbin.

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June 13, 2013 11:09 PM
 

arothacker said:

Why does the Add List Item Template.xml not work if you change the name of the "Title" field??

October 21, 2013 7:18 AM
 

arothacker said:

Why does the xml not work when you change the name of the "Title" field in the Add List Item Template.xml?

October 21, 2013 7:30 AM
 

xecho said:

Hi,

I would like to use a repeating table with the colums:

Issue and Status

On my current form, there can be multiple rows of issue and the status of the issue.

Is there a way to that similar of the method described in the article above without implementing custom code in Infopath 2007?

Thanks.

Best regards,

Bart

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Add SharePoint List Items with InfoPath - Matt Faus

October 8, 2014 8:58 PM
 

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Add SharePoint List Items with InfoPath - Matt Faus

October 16, 2014 8:10 PM

About Matt Faus

Matt holds a BS in Computer Science and Software Engineering from the University of Texas at Dallas. During his studies, he helped Qdabra Software develop DBXL and InfoPath solutions. During that time he lived in Dallas, Seattle, and Valencia, Spain. He now works at Microsoft, developing for Hotmail.
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