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InfoPath and Workflow To Create and Add New Items To A Child List
InfoPath and Workflow To Create and Add New Items To A Child List
First rule will check if adding additional Child Item and will switch the view
Second Rule will reset all the child item fields for new entry
On Button Click has Action submit and switch views
2nd View has the same form as the first one but we are locking item title and item Description and
changing the text on the button.
Did the same for Parent Description Multi line text box.
Rule added to the “Add Child” button to submit data and switch view to Thank You
3rd view is just thank you page – plain text.
Click in the workflow and type “Create” you will get an option to create Item in a list
Click on “this list” and in the window select your “Child List”
Click on Workflow Settings in the Ribbon and select all the options in Start (I usually keep manual
start checked for testing purposes).
Publish your Workflow.
Go to your Parent List and Add new Parent Item and Child Item.
Edit the same item and add another child.
I added Action to the list – “Add Extra Child” this action will open up the Parent Item in Edit mode.
Parent List
Child List