How do I update a value in a SharePoint list after SAVING a form, but not yet SUBMITTING it?
I have a lengthy form that needs to be filled out by an end user. The form has a drop down lists with several statuses (analyzing, coding, testing, implementing). As the user progresses through the different sections of the form, they will update the status, and SAVE often, until the form is 100% complete, at which point they will SUBMIT. How can I update the status on the SharePoint list to mirror the status that they select from the drop down after selecting SAVE? Thank you!
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Hello,
Hope you are doing well.
As an Out-Of-The-Box feature, AgilePoint eForms provides the users an option to Save the form, edit it multiple times before submitting. Once the user submits the form, it will update the corresponding values to SharePoint list. However, since your requirement is to push and show the data in SharePoint on Save action itself, there are 2 approaches that can be considered.
Approach 1: Create a Process Based Application with SharePoint list as the DataSource. In your form, you would have a hidden variable which stores the action(Save or Submit). The Process model would contain Start Task -> Submit Step -> Condition Activity to check the Action Type. If Action = Save -> go back to Submit step, else if Action = Submit proceed to next steps based on the application design as per business requirement.
Approach 2: Create a Process Based Application with a blank DataSource. In your form, you would have a hidden variable which stores the action(Save or Submit). The Process model would contain Start Task -> Submit Step -> Update SharePoint Metadata Activity -> Condition Activity to check the Action Type. If the Action = Save -> go back to Submit step, else if Action = Submit proceed to next steps based on the application design as per business requirement.
We recommend the first approach among the two.
Hope this helps
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