Creating folders in document library using data from infopath form - InfoPath Dev Sign in | Join | Help in SharePoint Integration InfoPath (Entire Site) InfoPath Dev InfoPath Dev is dedicated to bringing you the information and tools you need to be successful in your Microsoft Office InfoPath development projects. Home Blogs Forums Photos Downloads InfoPath Dev » InfoPath » SharePoint Integration » Creating folders in document library using data from infopath form Creating folders in document library using data from infopath form Last post 05-08-2008 11:38 AM by bezonato. 10 replies. Page 1 of 1 (11 items) Sort Posts: Oldest to newest Newest to oldest Previous Next 05-05-2008 12:30 PM bezonato Joined on 04-30-2008 Posts 12 Creating folders in document library using data from infopath form Reply Contact Is there anyway to program a form to be able to automatically create folder content types in a document lib using data yanked from the infopath form? Basically this if for our R&D lab. Once an engineer fills a test request form the lab supervisor will decide to aprove or deny the test. I would like to set it up so that the lab supervisor can review the form and then click a button to automatically create a folder. the name of the folder and the other tags will be lifted of from the info the engineer provides. after that the technicians can fill the folder up with the lab data. obviously the supervisor could create the folder manually but i would like to automate this process. Is this even possible? Thanks 05-05-2008 03:58 PM In reply to Greg Collins Joined on 08-07-2006 Posts 2,126 Re: Creating folders in document library using data from infopath form Mark as Not AnswerMark as Answer... Reply Contact You have available whatever is possible using the SharePoint Web Services (see the SDK documentation for what all you can do there). And if that doesn't work, you can always create a full-trust form and do whatever you want using code. Please Visit:BraintroveGreg's Paintings 05-06-2008 07:14 AM In reply to bezonato Joined on 04-30-2008 Posts 12 Re: Creating folders in document library using data from infopath form Mark as Not AnswerMark as Answer... Reply Contact http://blog.henryong.com/2007/08/15/how-to-create-sharepoint-document-library-subfolders-programmatically/ I found the above link which seems like it could do the trick. Would inserting this line of code in the form code do the trick? 05-06-2008 04:22 PM In reply to Greg Collins Joined on 08-07-2006 Posts 2,126 Re: Creating folders in document library using data from infopath form Mark as Not AnswerMark as Answer... Reply Contact It's certainly worth a try... though I wouldn't just throw it in blindly. You should try it out on a new blank test form to make sure it works and that you understand all the requirements. Then once you have it working there, add it to your production form. Please Visit:BraintroveGreg's Paintings 05-08-2008 08:15 AM In reply to bezonato Joined on 04-30-2008 Posts 12 Re: Creating folders in document library using data from infopath form Mark as Not AnswerMark as Answer... Reply Contact Also do you know of any way to prompt the user to save a form with a default name (drawn from the fields in the form) but still allowing the user to override that if he wants. kind of like how ms word prompts you with a default name when you want to save it. this is a web browser form. i have heard they have lower functionality. thanks 05-08-2008 09:49 AM In reply to Clay Fox Joined on 06-27-2006 USA Posts 1,935 Re: Creating folders in document library using data from infopath form Mark as Not AnswerMark as Answer... Reply Contact You would need to provide it in the form itself. Show a field which defaults to the standard name but that they can update. Then that would be the field to use for the filename on submit. Clay Fox / Microsoft InfoPath MVP 05-08-2008 09:55 AM In reply to bezonato Joined on 04-30-2008 Posts 12 Re: Creating folders in document library using data from infopath form Mark as Not AnswerMark as Answer... Reply Contact I tried that and it works great if I am only submitting to a specific library. But lets say the document library has subfolders and I want the user to specifically save it in one of those subfolders. Any ideas on how I could set that up? 05-08-2008 10:02 AM In reply to Clay Fox Joined on 06-27-2006 USA Posts 1,935 Re: Creating folders in document library using data from infopath form Mark as Not AnswerMark as Answer... Reply Contact No I do not think so. I have not seen the subfolder method really work well. Lots of people want to replicate a folder type layout in a Library but it does not work well because of trying to create and access the subfolders automaticallly. I think it is better practice to just make a view that is grouped by a promoted property and collapsed by default. Then the user can navigate quickly and then expand the grouping which is pretty much the same concept. Clay Fox / Microsoft InfoPath MVP 05-08-2008 11:29 AM In reply to bezonato Joined on 04-30-2008 Posts 12 Re: Creating folders in document library using data from infopath form Mark as Not AnswerMark as Answer... Reply Contact This sounds interesting. Do you know anywhere I can get more information on this? It might solve a lot of the problems I am facing. Thanks 05-08-2008 11:31 AM In reply to Clay Fox Joined on 06-27-2006 USA Posts 1,935 Re: Creating folders in document library using data from infopath form Mark as Not AnswerMark as Answer... Reply Contact I have not set it up since SP2003 but you should be able to modify the view. Then go into the grouping section and select the field to group upon. It would be under view settings, etc. Clay Fox / Microsoft InfoPath MVP 05-08-2008 11:38 AM In reply to bezonato Joined on 04-30-2008 Posts 12 Re: Creating folders in document library using data from infopath form Mark as Not AnswerMark as Answer... Reply Contact wow i did not even know about this. thank you so much!!!! Page 1 of 1 (11 items) Copyright © 2003-2019 Qdabra Software. All rights reserved.View our Terms of Use.
Is there anyway to program a form to be able to automatically create folder content types in a document lib using data yanked from the infopath form?
Basically this if for our R&D lab. Once an engineer fills a test request form the lab supervisor will decide to aprove or deny the test. I would like to set it up so that the lab supervisor can review the form and then click a button to automatically create a folder. the name of the folder and the other tags will be lifted of from the info the engineer provides. after that the technicians can fill the folder up with the lab data. obviously the supervisor could create the folder manually but i would like to automate this process.
Is this even possible?
Thanks
You have available whatever is possible using the SharePoint Web Services (see the SDK documentation for what all you can do there). And if that doesn't work, you can always create a full-trust form and do whatever you want using code.
http://blog.henryong.com/2007/08/15/how-to-create-sharepoint-document-library-subfolders-programmatically/
I found the above link which seems like it could do the trick. Would inserting this line of code in the form code do the trick?
It's certainly worth a try... though I wouldn't just throw it in blindly. You should try it out on a new blank test form to make sure it works and that you understand all the requirements. Then once you have it working there, add it to your production form.
Also do you know of any way to prompt the user to save a form with a default name (drawn from the fields in the form) but still allowing the user to override that if he wants. kind of like how ms word prompts you with a default name when you want to save it. this is a web browser form. i have heard they have lower functionality.
thanks
You would need to provide it in the form itself.
Show a field which defaults to the standard name but that they can update.
Then that would be the field to use for the filename on submit.
I tried that and it works great if I am only submitting to a specific library. But lets say the document library has subfolders and I want the user to specifically save it in one of those subfolders. Any ideas on how I could set that up?
No I do not think so.
I have not seen the subfolder method really work well. Lots of people want to replicate a folder type layout in a Library but it does not work well because of trying to create and access the subfolders automaticallly.
I think it is better practice to just make a view that is grouped by a promoted property and collapsed by default. Then the user can navigate quickly and then expand the grouping which is pretty much the same concept.
This sounds interesting. Do you know anywhere I can get more information on this?
It might solve a lot of the problems I am facing.
I have not set it up since SP2003 but you should be able to modify the view.
Then go into the grouping section and select the field to group upon.
It would be under view settings, etc.
wow
i did not even know about this. thank you so much!!!!