CRUD Support with Forms application

Jeff Gibbs asked on June 20, 2016 20:38


I'm working with the Forms application and would like to create a form that will Create a new record the first time a contact submits the form and Update that record if they visit the form again.

I can achieve this affect by mapping the form's fields to custom contact fields and then use the contact field value as the default value of the form field, but I'd rather not have to create so many custom contact fields.

Is there any way to allow a contact to update a form record?

A second option would be to get the values of the form fields for the last time a contact submitted the form. Is that possible with macros?

Thanks for any help.


Recent Answers

Brenden Kehren answered on June 20, 2016 20:45

There are ways to do this but you have to really think about security and is the person updating the form the person who submitted it. Or don't you care if the person updating is the person who submitted? Also, forms don't require you to be authenticated to fill them out so you'd need to have a mechanism for checking that as well.

What I've done in the past is created a custom webpart which looks up the form data by the form definition and form data's GUID. There are some checks in there as well for permissions as only a few people are allowed to view, update and delete those records (not the original submitter).

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Jeff Gibbs answered on June 20, 2016 21:00

Thanks Brenden,

The Forms will be on pages that require the contact/user to be authenticated and I figured I may need to store the ContactID in the form data as well.

So to your knowledge there is no "Built In" way to achieve this easily? This is the conclusion I've come to in my testing and searching.

Given that, it sounds like mapping form fields to contact fields may be the best approach.

Thoughts and thanks again!


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Brenden Kehren answered on June 21, 2016 03:43

So I'll ask, why do they need to edit the form again? Maybe this will help understand what can or can't be done.

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Jeff Gibbs answered on June 21, 2016 05:55

Well, for example, if we wanted contacts to be able to edit their profile.

One possibility is allowing them to select from a group of products they are interested in: Pianos, Drums, Guitar, Bass, Vocal ... We would like to track if they are interested, play, own products in each of these categories. Later we would use this type of information within the marketing application.

While this small example could be tracked using custom contact fields, I'm just wondering what the possibilities are with using only on-line forms.

Thanks again for your time.

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