aTypical

Group,

Can you create and work with forms in SharePoint Services 3.0 without using InfoPath I would like to create a vacation request form that has some logic behind it. Basically, I want the user to submit the request and have it pass the request to their manager. Once the manager has it (s)he can approve, deny, or pass up to a higher manager. Each step should notify the user via e-mail. Each step in the process would be time-stamped and saved in a SQL Server database.

I apologize if I'm posting this is the wrong forum.

Thank you.

Jason



Re: SharePoint - Workflow Create/Use custom forms without InfoPath?

Chandler Chao

I was struggling with the same concept. At first I attempted to create the form in MS Word and then VSTO enable that form for the logic. I then setup a Sharepoint Doc Library that used that form as the default template so the user could press the New button and have it pop up the form in MS Word for them to fill out. The process worked but then I found out that each client had to have Office Professional to use a VSTO enabled word doc...we only have standard and don't plan on upgrading.

Then the other day the proper process occured to me. Create a Custom Sharepoint List with all the fields from your form. Build a workflow behind that in either SD or VS. You may want to go the route of VS if you have some complicated logic driving the workflow. Download the WSS 3.0 SDK and refer to the CollectFeedback sample for VS workflows. This should work like a charm for you.





Re: SharePoint - Workflow Create/Use custom forms without InfoPath?

boulder_bum

You could. It's easy enough to build a list with a custom workflow, but if you want to customize the form instead of using SharePoint's default data entry mechanism for list items, InfoPath would make things easier. This isn't to say your clients need to have InfoPath installed, you could use Forms Server to deliver the forms via the browser (with limitations).



Re: SharePoint - Workflow Create/Use custom forms without InfoPath?

aTypical

boulder_bum,

Thank you for your answer. However, I was hoping to use only SharePoint Services and not actually pay for Forms Server or SharePoint Server.





Re: SharePoint - Workflow Create/Use custom forms without InfoPath?

boulder_bum

Ah, my appologies. Maybe list workflow would still be worth looking at.





Re: SharePoint - Workflow Create/Use custom forms without InfoPath?

RobertShelton

You could always write custom ASP.NET Forms for SharePoint. They give you the flexibility of InfoPath forms but without having to have InfoPath (Forms Services) and the only technical requirement is that you know ASP.NET programming. I couldn't find a lot of information on "How to" do it when I first tried, so I wrote a series of workshop documents (free to download and use) and published them on my blog.

You can download them here: http://rshelton.com/archive/2007/10/05/sharepoint-document-workflow-with-visual-studio-workshop-documents-download.aspx.

I've also started to record web-quality video of a variety of other "SharePoint related" developer How-to's and posting them on the site as well. The main URL is: www.sheltonblog.com. Feel free to use them.

~Robert Shelton, Jr.

Developer Evangelist,

Microsoft Public Sector