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Collect data from popup window.

    Question

  • Hi everyone,

    I want to setup my SharePoint in way that when I upload file in Document Library it will be automatic create line in SharePoint List with information from user. Should work in this way:

    1. User Upload file in Document Library View.

    2. When document are uploading or just after finish upload, should popup some kind of window with fields to fill and button "done".

    3. After click "Done", should be crated new line in List and data from previously filled fields should be in appropriate columns.

    First part of these I already done, which is when I upload file SharePoint automatically create new line in my List. But for now setup data manually in Workflow "Create item" action. I don't know how to do second part with collect data from user and put list column.

    Thanks for help.

    Tobiasz

    Wednesday, March 22, 2017 2:53 PM

All replies

  • Hi Biacho,

    When you create the workflow, create Initiation Form parameters: 

    Then set  fields in the list to the value of the parameters:

    When starting the workflow, it will popup a form with the parameter to fill and create new item in List and data from previously filled parameter:

    Best Regards,

    Lisa Chen


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    Thursday, March 23, 2017 12:04 PM
    Moderator