Can SharePoint do subforms?











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I would like to create a form that manages opportunities for my business.



The form would collect all relevent information like order date, time, etc.



But, within this form, I would like to have 3 subforms:




  1. One that collects Customer information and will be linked to a wider Customer Database

  2. One that collects action items that will essentially be linked to a workflow that assigns people to actions

  3. One that collects Guarantee information (basically, in some deals we would have multiple guarantees, and I'd like to have an option to "Add more")


For me, this would be solved by creating "sub-forms". Is there such a thing in SharePoint?






sharepoint forms







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    up vote
    0
    down vote

    favorite












    I would like to create a form that manages opportunities for my business.



    The form would collect all relevent information like order date, time, etc.



    But, within this form, I would like to have 3 subforms:




    1. One that collects Customer information and will be linked to a wider Customer Database

    2. One that collects action items that will essentially be linked to a workflow that assigns people to actions

    3. One that collects Guarantee information (basically, in some deals we would have multiple guarantees, and I'd like to have an option to "Add more")


    For me, this would be solved by creating "sub-forms". Is there such a thing in SharePoint?






    sharepoint forms







    share|improve this question


























      up vote
      0
      down vote

      favorite









      up vote
      0
      down vote

      favorite











      I would like to create a form that manages opportunities for my business.



      The form would collect all relevent information like order date, time, etc.



      But, within this form, I would like to have 3 subforms:




      1. One that collects Customer information and will be linked to a wider Customer Database

      2. One that collects action items that will essentially be linked to a workflow that assigns people to actions

      3. One that collects Guarantee information (basically, in some deals we would have multiple guarantees, and I'd like to have an option to "Add more")


      For me, this would be solved by creating "sub-forms". Is there such a thing in SharePoint?






      sharepoint forms







      share|improve this question















      I would like to create a form that manages opportunities for my business.



      The form would collect all relevent information like order date, time, etc.



      But, within this form, I would like to have 3 subforms:




      1. One that collects Customer information and will be linked to a wider Customer Database

      2. One that collects action items that will essentially be linked to a workflow that assigns people to actions

      3. One that collects Guarantee information (basically, in some deals we would have multiple guarantees, and I'd like to have an option to "Add more")


      For me, this would be solved by creating "sub-forms". Is there such a thing in SharePoint?






      sharepoint forms




      sharepoint forms






      share|improve this question















      share|improve this question













      share|improve this question




      share|improve this question








      edited Aug 31 at 1:18









      Run5k

      10.5k72749




      10.5k72749










      asked Aug 30 at 14:40









      Anniesoptera

      12




      12






















          1 Answer
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          up vote
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          down vote



          accepted










          So, with some digging, I found this resource:
          Video 1 of 6: https://www.youtube.com/watch?v=bO1lc_mEThc



          This is a parent/child relationship video by Mark Rackley that I found incredibly useful in building a form with subforms. Hope this helps others :)






          share|improve this answer





















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            1 Answer
            1






            active

            oldest

            votes








            1 Answer
            1






            active

            oldest

            votes









            active

            oldest

            votes






            active

            oldest

            votes








            up vote
            -1
            down vote



            accepted










            So, with some digging, I found this resource:
            Video 1 of 6: https://www.youtube.com/watch?v=bO1lc_mEThc



            This is a parent/child relationship video by Mark Rackley that I found incredibly useful in building a form with subforms. Hope this helps others :)






            share|improve this answer

























              up vote
              -1
              down vote



              accepted










              So, with some digging, I found this resource:
              Video 1 of 6: https://www.youtube.com/watch?v=bO1lc_mEThc



              This is a parent/child relationship video by Mark Rackley that I found incredibly useful in building a form with subforms. Hope this helps others :)






              share|improve this answer























                up vote
                -1
                down vote



                accepted







                up vote
                -1
                down vote



                accepted






                So, with some digging, I found this resource:
                Video 1 of 6: https://www.youtube.com/watch?v=bO1lc_mEThc



                This is a parent/child relationship video by Mark Rackley that I found incredibly useful in building a form with subforms. Hope this helps others :)






                share|improve this answer












                So, with some digging, I found this resource:
                Video 1 of 6: https://www.youtube.com/watch?v=bO1lc_mEThc



                This is a parent/child relationship video by Mark Rackley that I found incredibly useful in building a form with subforms. Hope this helps others :)







                share|improve this answer












                share|improve this answer



                share|improve this answer










                answered Nov 21 at 10:20









                Anniesoptera

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