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Create multi-stage sharepoint list with dedicated forms for each stage RRS feed

  • Question

  • I'm attempting to create a system for people to submit ideas to the business on an intranet site which would go through a multiple stage process (Submission, Implementation, Review) and I'd like to present it to people to only enter in the information that's relevant at the respective stage of the process, either into a form or within a selective view of the list.

    Is this possible?? Any info or push in the right direction would be greatly appreciated!

    Wednesday, April 10, 2019 11:08 AM

All replies

  • Hi Scuttsuk,

    You can achieve your requirement through info-path form, the below article may help you.

    https://www.infopathdev.com/blogs/mel_balsamo/archive/2009/09/06/create-an-infopath-form-that-switches-views.aspx

    https://www.youtube.com/watch?v=V20sZvvy6H4

    _______________________ 

    Thivagar SEGAR
    [If this Post helps you, then please don't forget to mark it answer or Vote for this post]

    Wednesday, April 10, 2019 12:00 PM
  • Hi,

    As a workaround, you could switch views in infopath form to achieve this.

    1.Create a choice column called process in the list. Three options: Submission, Implementation, Review

    2.Customize in Infopath. Create three views in the form called Submission, Implementation, Review.

    3. Design the form to contain relevant fields in different views.

    4.Create rules to switch views when the column process is equal to different values.

    Best Regards,

    Michael Han


    Please remember to mark the replies as answers if they helped. If you have feedback for TechNet Subscriber Support, contact tnmff@microsoft.com.

    SharePoint Server 2019 has been released, you can click here to download it.
    Click here to learn new features. Visit the dedicated forum to share, explore and talk to experts about SharePoint Server 2019.

    Thursday, April 11, 2019 6:50 AM
  • Hi,

    How are things going? Is there any update on your issue?
    I am willing to hear from you.  

    Best Regards,

    Michael Han


    Please remember to mark the replies as answers if they helped. If you have feedback for TechNet Subscriber Support, contact tnmff@microsoft.com.

    SharePoint Server 2019 has been released, you can click here to download it.
    Click here to learn new features. Visit the dedicated forum to share, explore and talk to experts about SharePoint Server 2019.

    Friday, April 19, 2019 6:57 AM