Submit SharePoint List form values to a new Excel workbook

In this InfoPath demo video you will see how you can use a SharePoint List form to create a new Excel workbook that contains the values that were entered into the SharePoint List form and then store the Excel workbook in a SharePoint document library.

In recipe 25, you'll learn how to save a SharePoint list item and create a new Excel workbook that contains the values that were entered into the SharePoint List form for the SharePoint list item.

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InfoPath demo video transcript:

Here I'm in SharePoint 2010 where I've got this Employees SharePoint list for which I've customized its SharePoint list form. So if I click Add new item you'll see that it will open up an InfoPath form that has these four fields on it.

The basic idea is that I want to enter data in this First Name and Last Name field and then use that data to create a new Excel workbook for which I'll specify its Excel file name here. Once I save this item, the Excel workbook should be created in this DocLib document library, which as you can see is currently empty.

So if I go ahead and add a new SharePoint list item, I'll just keep things simple and enter my name, and then use a simple file name with extension. So now if I save this SharePoint list item, you'll see that it will be created in the SharePoint list.

And if I go to the DocLib document library, you'll see that an Excel workbook has been created and if I open it, you'll see that the data that I entered on the SharePoint List form has been stored here in the Excel workbook.


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InfoPath 2010 Cookbook 5: Integrating InfoPath with Excel and Excel Services