Can SharePoint do subforms?

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0
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I would like to create a form that manages opportunities for my business.

The form would collect all relevent information like order date, time, etc.

But, within this form, I would like to have 3 subforms:

One that collects Customer information and will be linked to a wider Customer Database

One that collects action items that will essentially be linked to a workflow that assigns people to actions

One that collects Guarantee information (basically, in some deals we would have multiple guarantees, and I'd like to have an option to "Add more")

For me, this would be solved by creating "sub-forms". Is there such a thing in SharePoint?

edited Aug 31 at 1:18

Run5k

10.5k72749

asked Aug 30 at 14:40

Anniesoptera

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up vote
0
down vote

favorite

I would like to create a form that manages opportunities for my business.

The form would collect all relevent information like order date, time, etc.

But, within this form, I would like to have 3 subforms:

One that collects Customer information and will be linked to a wider Customer Database

One that collects action items that will essentially be linked to a workflow that assigns people to actions

One that collects Guarantee information (basically, in some deals we would have multiple guarantees, and I'd like to have an option to "Add more")

For me, this would be solved by creating "sub-forms". Is there such a thing in SharePoint?

edited Aug 31 at 1:18

Run5k

10.5k72749

asked Aug 30 at 14:40

Anniesoptera

add a comment |

up vote
0
down vote

favorite

I would like to create a form that manages opportunities for my business.

The form would collect all relevent information like order date, time, etc.

But, within this form, I would like to have 3 subforms:

One that collects Customer information and will be linked to a wider Customer Database

One that collects action items that will essentially be linked to a workflow that assigns people to actions

One that collects Guarantee information (basically, in some deals we would have multiple guarantees, and I'd like to have an option to "Add more")

For me, this would be solved by creating "sub-forms". Is there such a thing in SharePoint?

edited Aug 31 at 1:18

Run5k

10.5k72749

asked Aug 30 at 14:40

Anniesoptera

I would like to create a form that manages opportunities for my business.

The form would collect all relevent information like order date, time, etc.

But, within this form, I would like to have 3 subforms:

One that collects Customer information and will be linked to a wider Customer Database

One that collects action items that will essentially be linked to a workflow that assigns people to actions

One that collects Guarantee information (basically, in some deals we would have multiple guarantees, and I'd like to have an option to "Add more")

For me, this would be solved by creating "sub-forms". Is there such a thing in SharePoint?

sharepoint forms

edited Aug 31 at 1:18

Run5k

10.5k72749

asked Aug 30 at 14:40

Anniesoptera

edited Aug 31 at 1:18

Run5k

10.5k72749

asked Aug 30 at 14:40

Anniesoptera

edited Aug 31 at 1:18

Run5k

10.5k72749

edited Aug 31 at 1:18

Run5k

10.5k72749

edited Aug 31 at 1:18

Run5k

10.5k72749

asked Aug 30 at 14:40

Anniesoptera

asked Aug 30 at 14:40

Anniesoptera

asked Aug 30 at 14:40

Anniesoptera

add a comment |

1 Answer
1

active

oldest

votes

up vote
-1
down vote

accepted

So, with some digging, I found this resource:
Video 1 of 6: https://www.youtube.com/watch?v=bO1lc_mEThc

This is a parent/child relationship video by Mark Rackley that I found incredibly useful in building a form with subforms. Hope this helps others :)

answered Nov 21 at 10:20

Anniesoptera

add a comment |

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1 Answer
1

active

oldest

votes

1 Answer
1

active

oldest

votes

up vote
-1
down vote

accepted

So, with some digging, I found this resource:
Video 1 of 6: https://www.youtube.com/watch?v=bO1lc_mEThc

This is a parent/child relationship video by Mark Rackley that I found incredibly useful in building a form with subforms. Hope this helps others :)

answered Nov 21 at 10:20

Anniesoptera

add a comment |

up vote
-1
down vote

accepted

So, with some digging, I found this resource:
Video 1 of 6: https://www.youtube.com/watch?v=bO1lc_mEThc

This is a parent/child relationship video by Mark Rackley that I found incredibly useful in building a form with subforms. Hope this helps others :)

answered Nov 21 at 10:20

Anniesoptera

add a comment |

up vote
-1
down vote

accepted

So, with some digging, I found this resource:
Video 1 of 6: https://www.youtube.com/watch?v=bO1lc_mEThc

This is a parent/child relationship video by Mark Rackley that I found incredibly useful in building a form with subforms. Hope this helps others :)

answered Nov 21 at 10:20

Anniesoptera

So, with some digging, I found this resource:
Video 1 of 6: https://www.youtube.com/watch?v=bO1lc_mEThc

This is a parent/child relationship video by Mark Rackley that I found incredibly useful in building a form with subforms. Hope this helps others :)

answered Nov 21 at 10:20

Anniesoptera

answered Nov 21 at 10:20

Anniesoptera

answered Nov 21 at 10:20

Anniesoptera

answered Nov 21 at 10:20

Anniesoptera

add a comment |

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