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Sharepoint 2013 form

Posted on 2014-04-24
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Last Modified: 2014-04-30
Hi,

I would like to build a form in SharePoint 2013.

In a nutshell: The form needs to have 3 different steps. When the first part is completed it needs to be sent to some people, then they complete their part and then it needs to be sent to some other people so that they can complete their part.

Does this sound possible in SharePoint 2013? Is it simple to build?

Thank you!
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Question by:hackman122
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Jamie McAllister MVP earned 500 total points
ID: 40021984
I've done this sort of thing with InfoPath, which I found very easy. Do you have the Enterprise version of SharePoint (so having InfoPath Services available)?

You can build the form using an Office tool called InfoPath Designer, and can define actions such as sending to certain people when a step is reached.

If InfoPath isn't available you may have to do a Workflow with SharePoint Designer.

One other solution for very simple workflows is that you do this;

https://social.technet.microsoft.com/wiki/contents/articles/14185.sharepoint-2010-use-alerts-and-views-to-send-selective-emails.aspx

You can create a list with the fields needed and a status field. You can then configure alerts to send emails to people depending on the current status of the item.

If InfoPath is available to you however that would be the easiest route.
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by:hackman122
ID: 40030892
Hi Jamie,

I downloaded InfoPath 2013 per your suggestion. All I need now is to learn how to use it and create the form. Are you aware of any InfoPath tutorials or guides I could use that would be helpful?

Thanks!
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by:Jamie McAllister MVP
ID: 40031364
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