Submit SharePoint list item to Excel workbook via InfoPath 2013

In this InfoPath video you'll see how you can submit a SharePoint list form and create a new Excel workbook that contains the data that was entered into the SharePoint list form.

In recipe 113, you'll learn how to create a SharePoint list form that can submit data of a SharePoint list item to a new Excel workbook that is stored in a SharePoint document library.

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InfoPath demo video transcript:

In InfoPath 2010 Cookbook 5, I already showed you how you can use a SharePoint list form to submit a SharePoint list item back to a SharePoint list thereby creating a new Excel workbook containing the data that was entered into the SharePoint list form. This InfoPath video is just to show you that it is still possible to do so, but then in SharePoint 2013.

So here I'm in SharePoint 2013, where I've got this SharePoint document library, which as you can see is currently empty. I also have this SharePoint list for which I've already customized its SharePoint list form.

So I'll add a new item, enter some data, and then save the item back to the SharePoint list. When I do so, a new Excel workbook will be created, and the data that I entered into the SharePoint list form, will be written to that Excel workbook and stored in the SharePoint document library that I showed you earlier.

So now that the item has been saved, I'll go to the SharePoint document library, where we will find a new Excel workbook that was created a few seconds ago, I'll open it, and then we should see the data that I entered into the SharePoint list form present in the Excel workbook. And we do.

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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 2013 Cookbook 2: 121 Codeless Recipes for SharePoint 2013