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JacobDF's avatar
JacobDF
Copper Contributor
Aug 29, 2024

Forms in Libraries

Hi,

I hope this is the right place to post this. If not please redirect me.

 

I currently have a system to create customer quotes using sharepoint lists, power automate, and a sharepoint library. The user goes to the list and creates a new entry by clicking new, then fills out the form with all the information. When they click save a "Flow" starts that gets the item properties from the newly created list item, then gets a content type template (word doc with quickparts) from a sharepoint library, then populates the template with the item properties and saves a copy in the library.

 

My question is this: Why do I need a list and a library to do this? Could I not do this all within one library and different views? I would like to have the user go to the library and click new, then select the document type, then fill out a form, and sharepoint would create a document from the content type template with all of the form data filled out.

I have got most of the way there but am running into a few problems:

1. When you select "new document" the new document opens in Word. I want a form to open instead.

2. When I proceed with filling out the properties in Word and then try to save the document, it wants to "save as" and prompts for a new location. I want it save to the library.

  • Rob_Elliott's avatar
    Rob_Elliott
    Bronze Contributor

    JacobDF forms are only for lists, there isn't any form functionality for libraries. Although it doesn't get you over having to have both a list and library (or more than 1) you could combine it all in a app in Power Apps, similar to what I did in the image below with several flows in Power Automate running behind it.

     

     

    Rob
    Los Gallardos
    Microsoft Power Automate Community Super User.
    Principal Consultant, SharePoint and Power Platform WSP Global (and classic 1967 Morris Traveller driver)

    • JacobDF's avatar
      JacobDF
      Copper Contributor
      Thanks, Rob.
      It sure would be nice to just cut out the middle-man of the list, but it is what it is I guess.
      I am going to have to learn more about power apps I think.

      Thanks again.
      • JacobDF's avatar
        JacobDF
        Copper Contributor
        What about using the flow to then attach the file it created to the list item? Does not fully get around having both a list and a library, but I could just hide the library from users.

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