Store form attachments in a document library

Hi,

I have a Skybow Form that is related to a primary list and a sublist, for the purposes of this question lets assume they are called MajorList and MinorList, with the MinorList being the sublist.

For this form I need staff to attach their receipts for an expense claim, which is possible using Skybow forms, I don't necessarily need to have them attach a receipt to each MinorList line, though this would be great if I could do this.

Once I have the receipt attached, where is this stored, from what I can see it isn't stored in a Document Library but internally in Sharepoint somewhere. How could I go about storing the attachment in a document library, it can still stay attached to the form but also be stored in another document library with some metadata from the form applied so that any point I can get a list of all receipts that a single person has supplied for a period, so metedata would need to include the Staff member, the date, the purpose etc and perhaps an expense type. Is this possible and how could I achieve this?

Thanks

Sandy

Andreas_Meier

January 17, 2017 17:10

Dear Sandra Huntley

The receipt would be attached to the item itself. A possibility to have this in a document library is just add a document library as sublist instead of a custom library with fields and use the columns from the document library. The only thing that would not work is the Grid-View because SharePoint does not support it on Document Libraries yet.

To the Metadata issue you have, we call this Metadata Inheritance, this is supported by our new Product Solution Studio. It is for now not possible with skybow RichForms only. Of course you could add your custom csom scripts after saving items to achieve this, but this is a lot of work though.

Kind Regards

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Store form attachments in a document library

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