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SharePoint

When the AppForms is used inside the SharePoint, unlike the other datasources there is no need to configure the SharePoint datasource in advance. The default source of the SharePoint datasource will be the current Site. The Sites and Subsites displayed in the datasource for the user will be based on his permission to the site.

Note : We support SharePoint 2010 and SharePoint 2013 as the datasources.

Form DataSource configuration

  1. Create/Add a data source: Click on Data source and then on ‘Create Data source’ to Create/Add a data source to a form.

On clicking ‘Create DataSource’ a pop up comes up to select the type of data source being used.

On selecting SharePoint, a list of all the available sites and subsites are displayed. On selecting the sites/subsites and clicking Next button, all lists available in the corresponding sites will be displayed from which a list can be selected.

On clicking Next, page with data source commands ‘Insert’, ‘Update’, ‘Delete’ will be displayed. Select a command from the drop down and click the Add button to configure the command for the form.

Insert:

On selecting Insert command and clicking Add, a pop up is brought up to map controls in the form with the list columns to be inserted into list.

Update:

On selecting Update command and clicking Add, a pop up with two sections will be displayed.
Query Value Mapping: The first area with list columns (DataSource columns)mapped with the controls(Mapping value) in the form to which the update is to be applied
Query Criteria Mapping: The criteria section has to be specified with the condition or value in a control in the form based on which Update has to occur in the list. The first drop down will contain all the column names of the list into which Update is to be applied, second drop down will contain a list of operators that are applicable for criteria satisfaction and the third auto complete field when typed in will display the control name from which the list value is to be obtained.

NB: All the Mapping value fields are auto complete fields which when text is typed in, the control names in the form are shown.

Select:

On selecting Select command and clicking Add, a pop up same as the update will be displayed.
Query Value Mapping: The first area with list columns (DataSource columns)mapped with the controls(Mapping value) in the form to which the select is to be applied
Query Criteria Mapping: The criteria section has to be specified with the condition or value in a control in the form based on which Update has to occur in the list. The first drop down will contain all the column names of the list into which Select is to be applied, second drop down will contain a list of operators that are applicable for criteria satisfaction and the third auto complete field when typed in will display the control name from which the list value is to be obtained.

The Query tab displays the query generated for the command configured.

Click on Finish and the command will be seen as added under the Commands Configured section.
The commands configured initially can be edited by clicking Edit button, Deleted from the configured command section by clicking Delete.

Manage Execute Rule:

After mapping the columns, click on the radio button ‘Manual trigger’ to set the trigger, Then we can see list of all the controls and default triggers as shown below. Selecting a control/ default trigger will create rule with selected  trigger(s) for the selected command.

Then click ‘Finish’ button. Now we can see the auto generated rules in the Rules section.

View DataSource

The datasource added can be viewed by clicking datasources panel.

Edit

On clicking icon on the share point datasource created, the  datasource properties window will pop up on the right of the screen.

Delete

On clickingicon on the share point datasource created, We can delete the corresponding datasource.