Hi guys,
I have a problem that I need some help with. Here is my scenario:
We are tracking people that our employees talk with every month (only one entry per month)
List A - this is a list of names of people, sometimes new ones will be added, sometimes ones will be deleted.
List B - this is a list of the actual contacts: Name of person (from List A), month, checkbox if they were talked with, notes
So, I'm trying to make a form where at the top of the page, you load the month, then it pulls up all of the people in List A but also columns for the information in List B. When you submit the form after filling it out, it creates entries in List B for the data you entered.
My first instinct was to build data connections to both lists, have a repeating table on List A, then have the data fields from List B and submit them all. I've obviously run into problems. I think we could easily do this project by, every month creating the items in List B from the data in List A, but that's creating unnecessary work.
Is this something that's possible in Infopath / Sharepoint? I'm a programmer, but haven't coded much for Infopath and/or Sharepoint, but I'm open to learning.
Thanks for any help at all,
-Casey