Smart forms?
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Discussion

98elise

Original Poster:

32,840 posts

192 months

Tuesday 7th May 2019
quotequote all
Is there a simple way to create a dynamic form using standard Microsoft Office type tools, or SharePoint, or pdf?

At work I've inherited a bunch of request forms (multiple dumb excel sheets) that really should be a lot slicker. I would prefer to have a single form that alters depending on the value selected in a value list. i.e. something like:

Section 1: Enter your contact details
Section 2: Select type of request (from a value list)
section 3: Data values to be collected (based on the value in Section 2)

I’ve seen a request system being used elsewhere in the business using SharePoint. Click on “New” and a form appears with various value lists, check boxes, dates etc. The form isn’t dynamic though, but it does have approvals workflow and the abilty to add attachments which could be useful.