I am new to SharePoint. I have been learning from videos online and am still unable to do something that I feel should be very simple. I have a SharePoint page where I want a form to show up (no Add to list +) where users can input information and upload an excel spreadsheet - I want the form-filled data to to write to a SharePoint list and I'd like the uploaded spreadsheet to be saved in a document library. Any suggestions with using SP out of the box? I could potentially use InfoPath / or SP designer if necessary. Any help or point in the right direction is very much appreciated!
Any reason you're saving the spreadsheet to a separate library? I'd recommend one of the following:
- Upload the file as an attachment to the list
- Upload the file to the library, and configure the library to have additional fields instead of using a list
Either of the above results in the data and file being stored together.
If you use a list with attachments, you could create a link to the "new" form of the list, and use that instead of a custom page.
InfoPath would also work, but the default infopath route would result in the field and file being stored in the same list/library, as above.