Creating 2 Forms with 1 List in SharePoint using Content Types

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  • Опубліковано 1 гру 2024

КОМЕНТАРІ • 93

  • @miss_mann2402
    @miss_mann2402 Рік тому +4

    I really appreciate this great tutorial. I was intimidated by Content types before seeing this. I put it to use right away. FANTASTIC!

    • @andrewhess123
      @andrewhess123  Рік тому

      Nice, glad it worked out! Thanks for watching MJ!

  • @stephenyoung6649
    @stephenyoung6649 10 місяців тому +1

    This was exactly what I was looking for in a specific project. Thank you!

    • @andrewhess123
      @andrewhess123  10 місяців тому

      Perfect Stephen! Thanks for watching!

    • @49pattyortiz
      @49pattyortiz 9 місяців тому +1

      Ditto!! great video!! Thank you!

    • @andrewhess123
      @andrewhess123  9 місяців тому

      Thank ya Patty!@@49pattyortiz

  • @raicheals
    @raicheals 7 місяців тому +1

    Thank you so much!! It is so great that I found you. You explained it really well and made it so easy to understand. Looking forward to watching the rest of your videos!😃

    • @andrewhess123
      @andrewhess123  7 місяців тому

      Thank you raicheals! Glad to hear all that great news!

  • @rauseomo
    @rauseomo Рік тому +1

    Mate, This video save my life hahah Thank you sooo much!!! , Really Thanks you. I need in sharepoint I have only 2 weeks and I'm migrating from 2010 to online!! I know we have Sharegate to migrate, but there is no money "Customers" and I have to do it manually in 8 weeks. To be frankly I had alredy learning a lot.

    • @andrewhess123
      @andrewhess123  Рік тому

      I started with SharePoint with migrations. Migrating from 2010 to online is gonna be tricky!!!! Workflows or Nintex Workflows will have to be recreated with Power Automate. Info Path or Custom Forms will need to be recreated with Power Apps. The documents will not keep their modified/modified dates without ShareGate. ShareGate is a must! Tell them they need ShareGate! There is a free trial for ShareGate too, full features, try it out! Permissions will be a nightmare in large environments.

  • @imran002ali
    @imran002ali 11 місяців тому +1

    Hi Andrew, as always, this video, just as great as your other videos. I found, your explanation; is very profound, thank you!! 👍👍

    • @andrewhess123
      @andrewhess123  11 місяців тому +1

      Thank you Imran, have a wonderful New Years!

    • @imran002ali
      @imran002ali 11 місяців тому

      @@andrewhess123 You are welcome and, have a wonderful New Year as well, looking forward to see more great videos in 2024!

  • @lennos81
    @lennos81 3 місяці тому +1

    Great video. Thanks! Subscribed.

  • @alondraespinal5115
    @alondraespinal5115 4 місяці тому +1

    Hello, great video. Instead of creating new site columns, is it possible to just add the list columns I already had? And make them into site columns so I don’t need to recreate all 200 list columns again since it already has data in it.

    • @andrewhess123
      @andrewhess123  4 місяці тому

      Hi Alondra, I do not know if that's possible I'm thinking not. There is probably something with power automate you could do to repopulate the data though.

  • @CG-yw3eq
    @CG-yw3eq Рік тому +1

    Thanks again for this tutorial video. I noticed in 10:31 CONTENT TYPE is included as a drop down . I have followed the steps up to that point (including enabling management of Content Types); not sure if I missed how you added field. Thanks again.

    • @andrewhess123
      @andrewhess123  Рік тому

      Hi CG that field is automatic once you enable Content Types. It should appear if you turn on content types from the advanced section in your list or library properties. Do you see it? Maybe you have a custom form instead of the out of the box form?

  • @Ploplox
    @Ploplox 8 місяців тому +1

    Can you create a content type from an existing list? I've created one but want to add another form within the list without having to change everything again

  • @bededoherty1944
    @bededoherty1944 Рік тому +2

    This is a super training session - thanks very much. Would you please advise on this variation. I want two forms but I want to use columns which I have *previously* created (82 of them, which is why I'm not keen to re-type!). Can you provide any advice, please? (I think I need to assign the existing columns to Categories/Groups but can't work out how). Many thanks, in hope :)

    • @andrewhess123
      @andrewhess123  Рік тому

      Hi Bede, so you want 2 forms but you want to copy the same columns over? So when you create a list you can use an existing list to create a new one, otherwise the columns need to be created as "Site Columns" if you want to use them across multiple lists in 1 site collection. There's a few different options here, depends more on your requirements on which to choose as best. Thanks for watching Bede!

  • @LHana-eg1mj
    @LHana-eg1mj 4 місяці тому +1

    Thank you for this video! I was able to follow until after updating the library and adding the content types. When I click on New Item, the different lists aren’t shown. The library reflect all as selected, but there’s no drop down similar to your video. May I know how to turn the feature on?

    • @andrewhess123
      @andrewhess123  4 місяці тому +1

      Hi L. Hana, when you go to settings - list settings? Do you see your content types there? Do you only see the Item Content Type? What do you see there in the content types section.

    • @LHana-eg1mj
      @LHana-eg1mj 4 місяці тому +1

      @@andrewhess123Hi! Thank you for your reply ❤ My apologies for the delay. I think the issue might be that I created a list app because a list didn’t populate. I couldn’t access the library because there wasn’t a list and created the list from the applications. It didn’t matter what kind of application I created, the results were the same. I’m not sure how to access the list if I don’t create the app though. I hope this is making sense…

    • @LHana-eg1mj
      @LHana-eg1mj 4 місяці тому

      @@andrewhess123also, aye. I see the content types and it even states that they’ll be viewable, but only the default populates. There’s no option to choose the other forms. Thank you again for your time and this great video!

    • @andrewhess123
      @andrewhess123  4 місяці тому

      @@LHana-eg1mj If you do a List, you need to have the Parent as type Item Content Type, and if you do documents then the parent needs to be of type Document Content Type. Both are do-able just need to make sure they are correct for whichever you do.

  • @bo8o2004bo8o2004
    @bo8o2004bo8o2004 Рік тому +1

    I love this. I will iuse it!

  • @RuthKaster
    @RuthKaster 10 місяців тому

    Thank you!!!!! Now how can restrict who view a certain content type?

  • @hanakolackova2170
    @hanakolackova2170 Рік тому +1

    Hi! Thank you for your video it's great!! I have a question... If am using one list and many content types inside of the list as they depend on each other in the flow. Can I hide the content type from the drop down field or make it as read only without effecting the other fields and flow in the process? Thank you!

    • @andrewhess123
      @andrewhess123  Рік тому

      Hi Hana, if you turn off content types in advanced settings in SharePoint does your flow still work? Or does that break it?

  • @Oggielectric
    @Oggielectric 11 місяців тому +1

    Wow, I have an existing list that will benefit from two different forms. Will this work on existing lists?
    Thank you for sharing this. I would have never found this on my own. 🤞🏼I believe I can recreation this from your example.

    • @andrewhess123
      @andrewhess123  11 місяців тому

      Hi, yes it is possible to make this work on existing lists. Although a brand new list may be easier 😀

  • @izleeenet
    @izleeenet Рік тому +1

    Thank you It is a good video,
    I have a question about that;
    I need to Copy content type value to another column for count and create a report, how can ı do this
    Thank you again

    • @andrewhess123
      @andrewhess123  11 місяців тому

      I would use Power BI to do this instead of SharePoint or Power Apps

  • @takumi8540
    @takumi8540 25 днів тому +1

    thanks you for this video, but i have a probleme. I want to create for my contant type a cascade dropdown. The choice of the first drop down will influance the contant of the second drop down. anyone now how to do this?

    • @andrewhess123
      @andrewhess123  25 днів тому

      To me the easiest way to do this is with Power Apps. Integrate a Power App and create a cascading dropdown.

  • @VeryScaryLarry2024
    @VeryScaryLarry2024 2 місяці тому +1

    what about editing already existing lists based on a different form? meaning i created a new view with less details and i want to edit with a new form that has just the fields in this view?

    • @andrewhess123
      @andrewhess123  2 місяці тому

      Hi Larry, you should be able to edit the form of any list and modify the columns available. Also if you really wanted you could integrate a power app.

  • @Andrico77
    @Andrico77 2 роки тому +1

    Great work!!! I thought was was a character limitation with using lists .. If one was to hit that limit what would happen to the database or app ..?

    • @andrewhess123
      @andrewhess123  2 роки тому

      Hey Andy, if you hit the character limitation, I think it will not write.. but I could be wrong it might just cut off at the limit.

  • @kingsleyudeagha
    @kingsleyudeagha 2 роки тому +1

    Well delivered 👏

    • @andrewhess123
      @andrewhess123  2 роки тому +1

      Thank you udeagha, glad it was easy to understand!

  • @lennos81
    @lennos81 3 місяці тому +1

    Once you've configured your view - any way to adjust the order of fields as they appear in the input screen? The order of columns is correct but this is not reflected in the New Item (custom list Content Type) input screen. Thanks in advance.

    • @andrewhess123
      @andrewhess123  3 місяці тому

      Hi Lennos, if you go into settings > list/document settings > then click on the Content type then you will see a list of your columns, here if you arrange the order it should update on your Form and be in the correct order on the New Form. Let me know if this helps?

    • @lennos81
      @lennos81 3 місяці тому +1

      @@andrewhess123 It seems to work on the desktop, but getting no love on the lists mobile app… wondering if the app is getting conflicting column orders from the different content types or parent content type…

    • @andrewhess123
      @andrewhess123  3 місяці тому

      @@lennos81 Maybe.. this functionality is all the way from SharePoint 2010-2013, if not before that. Way before Lists Mobile was even around.

    • @lennos81
      @lennos81 3 місяці тому +1

      @@andrewhess123 Closure! I think I had 2 issues at play:
      The first was my choice to use a custom parent content type (rather than just using "Item" as shown in your video). I'm guessing that the column order specified in the list was conflicting with the parent content type column order (not specified in the list).
      The second issue is that lookup column types don't seem to be supported by the Lists App. So they were not appearing in the input forms.
      I've flattened my content type structure (parent = item), and converted lookups to choices, and all is well in the world again.
      Thank you.

    • @andrewhess123
      @andrewhess123  3 місяці тому +1

      @@lennos81 Ahhh nice! Thanks for sharing Shane, that makes sense!

  • @lanceclarke8951
    @lanceclarke8951 2 роки тому +2

    This is a great tutorial, thanks. Can you make it so that someone can complete the information in one form (1st content type) and then someone else can open the second form (2nd content type) which incudes the original information but has additional fields added to complete? Seems that to edit an item it always opens in the form version originally completed.

    • @andrewhess123
      @andrewhess123  2 роки тому

      Hi Lance, sounds possible. Not exactly sure how I would do it but you could do things like Power Automate or create a Power Apps to create this feature. Not sure which way I would go without all the requirements. But it is definitely possible.

    • @chrispickering3956
      @chrispickering3956 Рік тому

      Did anyone find a solution to this

  • @rikkers258
    @rikkers258 2 роки тому +1

    This is awsome..! Will this work when removing permissions from a list and sharing an item line say a project lead with designated project owner. The other question is if I have already created a list can I use already populated columns or would you recommend exporting list and recreating and pasting content

    • @rikkers258
      @rikkers258 2 роки тому +1

      I guess my other question is, when editing does this open a default form that has all the column fields?

    • @andrewhess123
      @andrewhess123  2 роки тому

      Hi Rikkers, this could work with an existing list, but it may take some time to make it perfect. My recommendation when learning this is to start with a new list first just to learn how to do it, then be very careful with a list in production. At least make a copy first, you don't want to lose all the data.
      Also it is possible to remove permissions from a list and sharing a line item, but when you try to do row level permissions with SharePoint it is almost never perfect. There are ways around row level permissions, I have seen some third party tools that work better too.

    • @andrewhess123
      @andrewhess123  2 роки тому

      @@rikkers258 Hi Rikkers, you can make it open in a default form with all column fields, it depends on how you set it up. Or make it open with only the content type fields. Depends on how it's configured.

  • @christopherglaser3013
    @christopherglaser3013 Рік тому +1

    Can you customize the input forms using power apps?

    • @andrewhess123
      @andrewhess123  Рік тому

      Yes, that's my video that was right after that one: ua-cam.com/video/sQMMKb0UQT4/v-deo.html&t

    • @andrewhess123
      @andrewhess123  Рік тому

      Although doesn't match it exactly, customizing the forms individually but you can pull up the content types and use different forms based on the content type selection.

  • @rikkers258
    @rikkers258 2 роки тому +1

    Becoming a fan, I’m using this for tracking appriasals, contracts and variations, my next task is to populate a weekly email that list which contracts have been issued under a specific programme/ Funder and also same for variations. Any help greatly appreciated.

    • @andrewhess123
      @andrewhess123  2 роки тому

      Hey Rikkers, thanks much for watching! Hope I can create some more great videos... for a weekly email I would just make a recurring Power Automate and probably have a column that it looks at if it's going to send the email or not. You can have that power automate loop through automatically, and then just have columns it looks at depending on if to email and what type of email, after you branch it out.

  • @lenas.3668
    @lenas.3668 Рік тому +1

    Great Video!
    But I have a question: is it possible to add a required column to only one content type?
    I want the user to give me a date in the one content type, but not in the other. But he has to fill it in the form and can't leave it blank. Is this possible?

  • @rauseomo
    @rauseomo Рік тому +1

    Hi Andrew, me again and thanks for you video!!. I have a question can you personalize in power apps those forms? (Change colors, changes positions? Because I tried but I only see the first form.

    • @andrewhess123
      @andrewhess123  Рік тому

      Hey Luis! Totally! I think you are talking about the next video I created after that one? Here: ua-cam.com/video/sQMMKb0UQT4/v-deo.html&t

    • @rauseomo
      @rauseomo Рік тому +1

      @@andrewhess123 ohhh didn't see it. I will see this video. Thank you so much mate. That video about content type etc was amazing!!

    • @andrewhess123
      @andrewhess123  Рік тому

      @@rauseomo Thanks! Appreciate it! Glad they are helpful!

  • @sashik2822
    @sashik2822 Рік тому +1

    Hi, is it possible to provide access of one form to one user and different form to other instead of providing access to both

    • @andrewhess123
      @andrewhess123  Рік тому

      Hi Sashik, This is where I would probably have 2 different lists and do permissions on the List level. That would be best practice, unless this would not work for your requirements.

  • @NEROtheNOOB
    @NEROtheNOOB Рік тому +1

    What does ActualWork indicate here?
    What does the value 130 say?

    • @andrewhess123
      @andrewhess123  Рік тому

      In project management actual work is how much time has been used on the current task where work is more of estimated time. I just put numbers together but most likely, 130 would be 130 hours worked on the task so far.

  • @CG-yw3eq
    @CG-yw3eq Рік тому +1

    What if you want to add more columns but you don't create them as a site column, but in the regular way using list setting? Will that affect the form?

    • @andrewhess123
      @andrewhess123  Рік тому +1

      Hi C G, you can experiment its probably possible as long as you attach it to the content type correctly.

  • @raqs8703
    @raqs8703 10 місяців тому +1

    Can you set permissions on each form? Some users can use 1 content type and not the other and vice versa?

    • @andrewhess123
      @andrewhess123  10 місяців тому +1

      No, I would create separate lists, and do list level permissions there.

    • @raqs8703
      @raqs8703 10 місяців тому

      @@andrewhess123 thanks

  • @tk806111
    @tk806111 2 роки тому +1

    Thank you!

    • @andrewhess123
      @andrewhess123  2 роки тому

      Glad to help tk806111! Thank you too for watching!

  • @pamelabrownfield5145
    @pamelabrownfield5145 Рік тому

    Great information, how about two lists and one form with repeating rows, without using power apps.

    • @pamelabrownfield5145
      @pamelabrownfield5145 Рік тому +1

      I have done this on prim SharePoint with Nintex but not online Sharepoint ( can't use Nintex, InfoPath, or power apps

    • @andrewhess123
      @andrewhess123  Рік тому

      Power Automate then 😀@@pamelabrownfield5145

  • @markdavis8583
    @markdavis8583 9 місяців тому

    Does this only work when creating a new item? For example, if you go to edit one of those items will it show all fields on the form or just the ones for that project?

    • @markdavis8583
      @markdavis8583 9 місяців тому

      I tried this out and it does seem to work on the edit form. You select the content type and the form changes based on that. Exactly what I needed, thanks!

  • @shathike4079
    @shathike4079 2 роки тому +1

    Hi Sir,
    Creating multiple MS Forms with 1 List in SharePoint
    or
    if it is possible to receive email notifications for one MS form that includes multiple section submissions, i.e. 5 section submission to receive notification for 5 different people??? with 1 Lists, please advise

    • @andrewhess123
      @andrewhess123  2 роки тому +1

      so you could have a power automate, and all the 5 sections, depending on the first question of the section if it is not blank you could send an email notification. Because all sections are not required, correct? So you could route the email in Power Automate based on that first question if it's blank or not and then send it.

  • @القرآنوالسنة-ج1ج

    Thanks a lot.

  • @ikhmalhakim6697
    @ikhmalhakim6697 Рік тому +1

    can i use my list to become a side content?

    • @andrewhess123
      @andrewhess123  Рік тому

      Hi Ikhmal, Yes just use SharePoint Integration instead.

    • @ikhmalhakim6697
      @ikhmalhakim6697 Рік тому +1

      @@andrewhess123 do you have any videos about that?

    • @andrewhess123
      @andrewhess123  Рік тому

      @@ikhmalhakim6697 Hi Ikhmal, sorry that I am so late at seeing your comment, but does this video help? ua-cam.com/video/dO1ZsCWhvaw/v-deo.html

  • @glennhawkins793
    @glennhawkins793 Рік тому +2

    OMG! Can this be made even more confusing? There is so much NOISE creating so many lists and views. Why not stick to something SIMPLE to allow NON-PROGRAMMERS (the ones that employers stick with developing SharePoint sites even though they have NO programming experience/skills) can follow the maze of overly complicated MS user-hostile interfaces?!?

    • @andrewhess123
      @andrewhess123  Рік тому

      Sorry I'm not from Microsoft :) Just a guy who learned how to do it. Content Types can get pretty complex, I feel you!