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Auto-filling a SharePoint form with entries from a previous form

Posted on 2013-02-03
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Last Modified: 2013-03-05
I currently have a SharePoint calendar with a customized form used to enter new calendar items that track projects that my business is working on. That custom form has additions to the standard form, such as:

1. A project ID that the user manually inputs.
2. Any special tools required for the project (a list of tools with a checkbox next to each that I hardcoded into the form)
3. Personnel working on the project (a list of people with a checkbox next to each, also hardcoded into the form).
4. Several other custom properties similar to the tools and personnel ones I mentioned.

Sometimes, projects don’t get finished within the originally scheduled time so folks have to make another calendar item for a later date to track the rest of the project. When the user creates that second calendar item, I’d like him or her to have the following experience:

1. Click the “new” button to create a new calendar item.
2. Enter the project ID from the previous calendar item
3. All of the custom fields (like the tools and personnel field I mentioned above) get automatically filled out using the values from the first calendar item.
4. User clicks “OK” button to save the calendar item.

I’m not a SharePoint expert, we are using http://companyweb from a small business server installation that I migrated to a standalone SharePoint foundation 2010 server a while back. If it’s possible to do this in a simple manner and without custom code, that would be awesome. If not, it would still be great to hear how it’s done and I’ll do my best.

Thanks in advance for your help
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Question by:Julian123
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dhawalseth earned 500 total points
ID: 38850077
Dear Julian,

Based on my understanding, I would request you to do the following steps:
1. On your custom form, place two webparts. One webpart will act as search and other will act as a new entry.
2. On first webpart, allow user to enter a project number and then click on search or create an event using javascript which will help you pass value from one webpart to another.
(Need to try this, I haven't tried it) I am sure this is doable, some how we should be able to pass or set new form fields based on the entered project number. The condition being, that data should exist for the project number.

You might need to use the javascript evvents to achieve this.("_spBodyOnLoadFunctionNames.push()"- method)

3. If Successful in step 2, you need to just click on 'submit' on second webpart and your item will be created successfully.

You need to try this solution, it just popped into my head.
Infopath is another solution.
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