无代码实现InfoPath表单提交数据至两个SharePoint列表可行性咨询
Absolutely! You can pull this off entirely without writing a single line of code—here's a step-by-step breakdown tailored to your needs:
1. 先准备两个SharePoint列表
First, set up your two lists with matching field types where needed:
- 列表A:
- ReqID (单行文本,后续设为只读)
- Description (多行文本)
- User (人员或组字段)
- Date (日期时间字段)
- Testing (多行文本,设置为隐藏字段,不在用户视图中显示)
- Tester (人员或组字段,同样设置为隐藏字段)
- 列表B:
- ReqID (单行文本)
- Description (多行文本)
- Testing (多行文本)
- Tester (人员或组字段)
- Date (日期时间字段)
2. 设计InfoPath表单
- Add all required fields to your form: ReqID, Description, User, Date, Testing, Tester.
- Set the ReqID control to read-only so users can’t edit it (it’ll be auto-generated later).
- Bind each form field to the corresponding field in 列表A—including the hidden Testing and Tester fields (they’ll temporarily store data for the workflow).
- Configure the form’s primary submit action to send data directly to 列表A.
3. 配置自动工作流生成ReqID并同步到列表B
Use SharePoint’s classic no-code workflow engine (it’s intuitive for this scenario):
- Go to 列表A > 设置 > 工作流设置 > 添加工作流.
- Choose the SharePoint 2013 Workflow template (or 2010 if that’s available), name it something like "Submit to Dual Lists", and set it to start automatically when a new item is created.
- Add your first workflow action: Update List Item
- Select "Current Item" as the item to update.
- Set the ReqID field to the value:
"Req-" + ID(use the workflow’s string concatenation to combine the prefix with the list’s built-in auto-incrementing ID).
- Add a second workflow action: Create List Item
- Select 列表B as the target list.
- Map each field from 列表A to the corresponding field in 列表B:
- ReqID: Use the updated ReqID from the current item
- Description: Current item’s Description
- Testing: Current item’s Testing
- Tester: Current item’s Tester
- Date: Current item’s Date
- Save and publish the workflow.
关键注意事项
- The hidden fields in 列表A are just a temporary storage trick—users won’t see them, but they let the workflow access the Testing and Tester values to pass to 列表B.
- If your environment uses Power Automate instead of classic workflows, you can replicate this logic there too: trigger on a new item in 列表A, update ReqID, then create an item in 列表B with the mapped fields.
Give this setup a test run by submitting a form—you should see 列表A populate with the auto-generated ReqID, and 列表B get a matching entry with all the required fields.
内容的提问来源于stack exchange,提问作者Nat85
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