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I have a SharePoint site. What I want to do is: 1) Upload a Proposal Template and create an HTML form that allows our sales guys to enter customer details 2) Allow the sales guy to select some options on the form ( that using Javascript/Jquery will do some calculations, to create price/scope

for example

int TotalPrice
createTotalPrice(int Rooms, int Margin)
{
  TotalPrice = ((Rooms * 500)/ (margin/100))
}

3) Then populate the template document with these values 4) Allow the sales person to download the new document 5) Email the Sales Manager with a copy of the proposal.

To be clear, this will be dynamic data that will not exist in an existing database or list. So the method of mapping to a list initially will not work. I am not opposed to having the form populate the list and the list populate the template document although this would add additional steps.

Any advice/ideas are appreciated.

-Phil

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Do do exactly what you require, you will need to modify the form for the list by placing the entire java-script for your 'calculator' into it, and then saving that data to a list. Then, you would use the Insert > Quick Parts > Document Properties option in Word to display that information from the SharePoint list. You will need a content type to do this, of course. To modify the form with your custom javascript, you will need a form editor such as InfoPath, Nintex Forms or if you are comfortable enough, editing the editform.aspx page directly for that library.

  • Thanks for the quick response. Unfortunately, our IT group will give us zero access to add any plugins, so everything I do will have to be with default SharePoint parts, and embedded code. Do you know if the editform.aspx is accessible via the web browser or do I need to be connected to the Sharepoint machine? – Phi Sep 3 '15 at 14:48
  • If you can open up the library in Windows explorer view, and see the hidden 'forms' folder (turn on 'show hidden files' in windows explorer), you should be able to modify the editform.aspx page without issue. This completely depends on your permission level you have on that particular document library. – Kolten Sep 3 '15 at 14:55
  • @Phil if this answer helped you, could you please mark it as the answer? Thanks – Kolten Nov 25 '15 at 17:35

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