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How to make default values in SharePoint form RRS feed

  • Question

  • I have a form that I'd like to be able to auto-fill with default values whenever someone elses clicks NEW and wants to complete the form. The form fields are:

    Form Field:             Proposed default value:

    Requestor              The person logged on to Windows  (ie. "Me" in the way its used in the list filter)

    Department            Same as above; possibly pulled from our Global Address Book in Outlook

    Requestor Phone   Again, pulling their number from the global address book

    Thanks in advance of any input you may have...oh-im also on Sharepoint 3.0 still and will eventual upgrade to 2013 in teh near future.          

    Thursday, November 21, 2013 3:30 PM

Answers

  • this one is nice and may be a starting point for you.

    http://www.codeproject.com/Articles/570032/Dynamically-Create-Populate-and-Submit-an-InfoPath


    Please remember to mark your question as answered &Vote helpful,if this solves/helps your problem. ****************************************************************************************** Thanks -WS MCITP(SharePoint 2010, 2013) Blog: http://wscheema.com/blog

    Thursday, November 21, 2013 3:44 PM
  • Yes, you could certainly create an InfoPath form, published to a Form Library, with rules inside the form to populate the desired fields. HOWEVER if you are on WSS 3, you will have neither Forms Services nor a User Profile Service. This means the users would have to have InfoPath to complete the forms, and you would have to have some other source for the user data, such as a list in SharePoint.

    The only no-code solution I can think of in WSS is to use a custom SharePoint Designer workflow. AFTER the form is saved, the workflow can populate the fields based on the person indicated in the Created field. Each of the fields you mention would be a Person or Group field, with the Display option updated to include the particular bit of information desired: Department, email, etc. All of that assumes that the desired information is available as part of the user's profile in SharePoint.

    We teach both the InfoPath technique (even with WSS / SharePoint Foundation) and custom workflow in our course InfoPath 2010 and SharePoint Server 2010 No-Code Workflow Deep Dive (http://premierpointsolutions.com/SharePoint-Training/Courses/Pages/InfoPath-2010-and-SharePoint-Server-2010-No-Code-Workflow-Deep-Dive.aspx?CourseTitle=InfoPath 2010 and SharePoint Server 2010 No-Code Workflow Deep Dive) if you are interested in learning more.

    Thursday, November 21, 2013 3:54 PM

All replies

  • this one is nice and may be a starting point for you.

    http://www.codeproject.com/Articles/570032/Dynamically-Create-Populate-and-Submit-an-InfoPath


    Please remember to mark your question as answered &Vote helpful,if this solves/helps your problem. ****************************************************************************************** Thanks -WS MCITP(SharePoint 2010, 2013) Blog: http://wscheema.com/blog

    Thursday, November 21, 2013 3:44 PM
  • Yes, you could certainly create an InfoPath form, published to a Form Library, with rules inside the form to populate the desired fields. HOWEVER if you are on WSS 3, you will have neither Forms Services nor a User Profile Service. This means the users would have to have InfoPath to complete the forms, and you would have to have some other source for the user data, such as a list in SharePoint.

    The only no-code solution I can think of in WSS is to use a custom SharePoint Designer workflow. AFTER the form is saved, the workflow can populate the fields based on the person indicated in the Created field. Each of the fields you mention would be a Person or Group field, with the Display option updated to include the particular bit of information desired: Department, email, etc. All of that assumes that the desired information is available as part of the user's profile in SharePoint.

    We teach both the InfoPath technique (even with WSS / SharePoint Foundation) and custom workflow in our course InfoPath 2010 and SharePoint Server 2010 No-Code Workflow Deep Dive (http://premierpointsolutions.com/SharePoint-Training/Courses/Pages/InfoPath-2010-and-SharePoint-Server-2010-No-Code-Workflow-Deep-Dive.aspx?CourseTitle=InfoPath 2010 and SharePoint Server 2010 No-Code Workflow Deep Dive) if you are interested in learning more.

    Thursday, November 21, 2013 3:54 PM