Friday, June 4, 2010

Making Contact Us Forms in SharePoint with SharePoint Designer (SPD)

What?
I am creating a "Contact Us" form in SharePoint (SP) without coding (only little in SPD)

What do I need?
i. SPD
ii. Access in SP to add/delete/edit a list

How?
Concept:
1. Create a list in SP with required fields
2. Create a workflow which triggers on create
2.1 will email the content of the item (our Contact Us form content)
2.2 will delete the current item, it will just send email and not save the content
3. Tweak a little so that user fills as if they are filling out normal form

Procedre:
1. Set up a Custom List

2. Give the name "Contact Us"
3. Add column "Body", there already is "Title" and this can be used as 'subject'

4. Go to Settings->Advance Setting and disable attachment

5. Go to SPD and create workflow that triggers automatically on create.
5.1 Build email
5.2 Send email
5.3 Delete the current Item
7. Few tweaks
7.1 Go to Site Actions-> Site Settings

7.2 Click on "Navigation"
7.3 "Edit" navigation of "Contact Us" to /mysite/Lists/Contact Us/NewForm.aspx
This will take users directly to the form instead of list items.
7.4 Now change verbiage in NewForm.aspx in SPD so that it reads "Contact Us: Please fill out the form" instead of "Contact Us: New Item," the default one.
7.5 Also change verbiage in AllItems.aspx, mine says "Thank you for . . . " instead of the default one. This will act as a confirmation page and will appear when "Ok" button is presse in NewForm.aspx.
So,
This is an easy way to do "Contact Us" or similar kind of form. I'd appreciate if someone could add more to this one.
Happy F'day!

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