How do you validate/populate information on a Designer form from a list in SharePoint?

Discussions about Forms Designer for SharePoint 2013 / 2016 and Office 365.
Locked
Jdubs
Posts: 73
Joined: Fri Dec 19, 2014

23 Jan 2015

I fundamentally want to know how to query a SharePoint list, and use that information in various ways to interact with a SP Forms Designer form.


Example Scenarios:

User enters information in a field, and after field changs, perform a check on a SharePoint list to validate the entry into the field. (For example, user enters an Account Number, and SP Form queries an Account SharePoint list and does a check to make sure the Account Number is listed.)
User enters information in a field, and then perform a query to a SharePoint list that pre-populates the rest of the SP Form Designer fields based on that value. (For Example, user enters Account Number, and the "Account Name," "Account Approver," and "Account Location" are pre-populated based on the what is associated with that account in a SharePoint list.)
Let me know if that doesn't make sense! Thanks!

User avatar
Dmitry Kozlov
Site Admin
Posts: 1524
Joined: Thu Jun 07, 2012

26 Jan 2015

Hi,

Why don't you use a lookup column for Account Number and additional columns for Account Name, Account Approver, and Account Location? But if you still want to get data via JavaScript, you can use CSOM or REST-api:

https://msdn.microsoft.com/en-us/librar ... e.14).aspx

https://msdn.microsoft.com/en-us/librar ... e.15).aspx

Jdubs
Posts: 73
Joined: Fri Dec 19, 2014

21 Jul 2015

What would be an example of doing it that way?

Could I have user enter in Account Number, and then the teh rest of the Columns are Lookup Columns that are filtered based on the Account Number?

User avatar
rostislav
Moderator
Posts: 364
Joined: Mon Oct 19, 2015

22 Jul 2015

Yes, you could.

If you have the Cross-site lookup plugin, see http://spform.com/forms-designer- ... office-365
If you want to use pure SP lookup field, see http://spservices.codeplex.com/wikipage ... eDropdowns

Locked
  • Information
  • Who is online

    Users browsing this forum: No registered users and 25 guests