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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Copyright: This article may not be used on web sites (whether personal or otherwise), copied, disseminated, altered, printed, published, broadcasted, or reproduced in any way without an expressed written consent of S.Y.M. Wong-A-Ton. The techniques demonstrated in this article may be used within any Microsoft InfoPath project. This article is provided without any warranties. Copyright for this article is non-transferrable and remains with the author, S.Y.M. Wong-A-Ton.

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