在Parent&中插入新记录单一形式的儿童名单(Infopath或sharepoint designer) [英] Insert New Record in Parent & Child List from single form (Infopath or sharepoint designer)

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问题描述

我在SharePoint Office 365版本中创建了2个列表。这些列表使用Parent中的查找列链接为父子项。以下是示例场景


列表A(父列表)包含类似于 的列风险ID,标题,项目ID,项目名称,项目经理


列表B(子列表)包含风险详细信息,可能性%,分辨率%,缓解策略,风险ID等列(从父母查询)


如上所述,列表A是父,列表B是具有1:M关系的子。因此,列表B将在列表A中具有单个记录的多个记录。目前我们在SP中具有DefaultNewForm,两个列表都可以正常工作。对于列表B,它显示从列表
A下拉列表中的风险ID。


但是,用户想要从单个表单中插入列表A和列表B中的记录,这是不可能的默认SharePoint表单。我需要知道是否有任何选项(InfoPath,Sharepoint designer,PowerApp),我可以自定义单个表单以接受列表的
用户输入,并先在父列表中输入,然后检索插入记录的父ID和用它在列表B中插入记录。 让我知道这个问题是否有任何可能的解决方案?


解决方案

嗨mbhushan1605,


您的意思是要创建一个空白表单并将表单字段值提交给父列表和子列表吗?


如果是这样的话,我建议您使用InfoPath Designer。


创建数据连接以通过DATA选项卡接收来自父列表和子列表的数据 - >数据连接。


创建一个空白表格,通过HOME->规则 - >管理规则创建规则。


创建一个Action类型的规则,并选择"设置一个字段的值"及相关的数据连接字段。 / p>

祝你好运,


Grace Wang


I have created 2 lists in SharePoint Office 365 version. These lists are linked together as Parent Child using lookup column from Parent into child. Below is example scenario

List A (Parent List) contains columns like  Risk ID, Title, Project ID, Project Name, Project Manager

List B (Child List) contains columns like Risk detail, Likelihood %, Resolution %, Mitigation Strategy, Risk ID(lookup from Parent)

As said List A is Parent and List B is Child which have 1:M relation. So List B will have multiple records for single record in List A. Currently we have DefaultNewForm in SP for both list which works fine. For List B it shows Risk ID in dropdown from List A.

However user wants to insert records in List A and List B from a single form, which is not possible from default SharePoint forms. I need to know if there are any option (InfoPath, Sharepoint designer, PowerApp) where i can customize single form to accept user inputs for both the Lists and make entry in Parent List first then retrieve Parent ID of inserted record and use it to insert record in List B.  Let me know if any possible solutions for this Issue?

解决方案

Hi mbhushan1605,

Do you mean you want to create a blank form and submit the form field value to Parent list and child list?

If that’s the case, I recommend you using InfoPath Designer.

Create data connections to receive data from parent list and child list via DATA tab->Data Connections.

Create a blank form, create rules via HOME->Rules->Manage Rules.

Create a Action type of rule and select "set a field’s value" with relevant data connection fields.

Best regards,

Grace Wang


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