22 comments

  • Thanks for the great post!

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  • I’ve actually been working on something very similar. I didn’t realize you could bring them back in though, that’s very cool. What if the document has “repeating” data, is it possible to pull that in as well? In my case, the teacher fills out the Word doc with information about multiple students. That is, There could be information for 5 students on one Word document. Is it possible to pull all of that in?

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    • Shawn, unfortunately those would all have to be separate fields. So, if the table had 3 columns and 3 rows, it would be 9 different columns in SharePoint.

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  • Clear and perfect approach to connect with External users to SharePoint. Thanks Laura…..

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  • Is there a way to have a html form send to a SP list? I know that you can send an email to a list but wasnt sure how you would configure a basic html form to have the correct parameters for SP to know where to put everything.

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    • Hi Marie, I’m sure there’s a way, it would just be unrelated to this method, and not out-of-box if the people filling it out have no access to SharePoint (as in this example).

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  • Hello! I have a list in SharePoint 2010, I wanted to create a new InfoPath form that pulls all of the information from a row of the this list. I have linked to this list as the data source and I was able to use lookup to pull a listing of the site names (which is one of the data points in the list) that show as a drop down in the form. I wanted to user to be able to select from this drop (created by the lookup) and then once they have selected one it auto populates the rest of the information in the row from main data connection. Any help would be greatly appreciated!

    Mike V. 🙂

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  • Hello Laura. Is there a similar approach with Excel files or this is working with Word only?

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  • Thanks for the help, finally got it figured out! Much appreciated – Mike 🙂

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  • Hi Laura,

    I’m using quick parts in a document all of them are working fine except the following 2 exceptions:

    1- The content of multiple line columns (with bold, underlined text) also show the HTML code instead of just the text. I can’t find a way to prevent this.
    2- the format of currency columns are not kept in the word documents. I think Word overrides this with the current system settings (language and region)

    I don’t know if you can help but any advise is more than welcome,

    Thnx

    Jimmy

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    • Hi Jimmy, for the multi-line text field, the only advice I have, is to make it a plain text field instead of rich text. For currency, I came across that same thing the other day, and never did figure out a way around it.

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    • First problem solved. I can’t make the list column just plain text as we need to go beyond the 255 characters so I created a workflow variable and stored the content of the multi-line column as plain text on it. The workflow then updates the document column in a library without any HTML code.

      Second problem is difficult to solve as some users will have different language/region system settings. So we leave this as is.

      Thank you for you quick response!

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  • Thank you Laura for sharing this. Find this very helpful.

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  • Awesome tip. I’ve been doing the same thing backward for a long time. Never thought to use it for people to fill in the forms and send back. Great stuff.

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  • Love this post, I am working on a Word form and for some reason not having a lot of luck with the Person or Group field on the form. I can fill it out in the server properties though? Any insight appreciated.

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  • Thank you Laura – I thought I was doing something crazy wrong.

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