Sharepoint 2010 interaction with Excel 2010

marcusja2002

Board Regular
Joined
Apr 27, 2010
Messages
107
I am trying to set up a sharepoint list that will interact with an excel form I created. There are two hurtles I've bumped up against.

1st. I want to have this excel form be the default template, so whenever a new list item is created this form is the base template and then saved as a new document. I have been able to save the form as a template in the Form library, but I can't seem to change the default infopath program to this new template.

2nd. Once I get the first item working I want to pull specific information from that specific new document created. Say the new form is call Form-0001. I want to pull information from the description cell I set up and dispaly it in the list.

Is this programming that is available in Sharepoint, or do I need code / other programs to get this type of interaction to happen.

THanks in advance for any help.
 

Excel Facts

Does the VLOOKUP table have to be sorted?
No! when you are using an exact match, the VLOOKUP table can be in any order. Best-selling items at the top is actually the best.

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