janikvonrotz/SharePoint 2013 Class Registration Form.md

## SharePoint 2013 Class Registration Form.md

      
    Raw
  

              SharePoint 2013 Class Registration Form.md
            
          
    Introduction

This walkthrough shows how to build an automated registration form that closes down registration if the seats in the class fill up.
Create Lists

This solution requires two lists, one containing the classes and another one containing the registrations.
Class Calendar

The class calendar list holds the classes and informations such as the remaining seats.
Type: Calendar
Fields:


Seats

Type: Number


FilledSeats

Type: Number


ReaminingSeats

Type: Calculated
Formula: =Seats-FilledSeats
Data type returned: Number


SeatsIncrement

Type: Calculated
Formula: =FilledSeats+1
Data type returned: Number


Closed

Type: Yes/No
Default value: No


StaticID

Type: Number
Note: This is a Hack we have to put in because we can’t use the real ID field in a calculated column. We will use a workflow to fill it in correctly later. I am open to suggestions on a better way to do this.


Register

Type: Calculated
Formula: =IF(Closed=TRUE;"Closed for registration";IF(ReaminingSeats>0;CONCATENATE("<a href='#' onclick='OpenRegistrationForm(";StaticID;")'>Register</a>");"Class is Full"))
Data type returned: Number
Note: You might have to replace the semicolons with commas as this seperater depends on the SharePoint localized installation.


Class Calendar view

In order to register for an class we need a custom view.
Type: Default view
Option: Make this the default view
Columns:

Title
Location
Description
Start Time
End Time
Seats
RemainingSeats
Register

Class Attendees

This list contains the registration every entry shows the attendee and the chosen class ID.
Type:  Custom List
Fields:


Username

Type: Single line of text
Option: Required


Meeting

Type: Lookup
List: Class Calendar
Field: Title


MeetingID

Type: Single line of text


Create Workflows

SetStaticClassID Workflow

The SetStaticClassID Workflow is really a hack because SharePoint won’t let you use the ID field in the calculated columns. All we are doing is setting a number field with the ID field every time the calendar item is created or modified.

Open the Class Calendar in SharePoint Designer
Add a list workflow
Name it: SetStaticClassID
Update Start Options: Start Workflow automatically when an item is created and Start workflow automatically when an item is changed
Add an action: Set Field in Current Item
For field link choose: StaticID
For value link click on the fx button
Data source: Current Item
Field from source: ID
Save and publish

Registration Workflow

The Registration Workflow is one of the main parts of this solution. This is the Workflow that will update the remaining seats in the calendar list when an Attendee register for the course.

Open the Class Attendees list in SharePoint Designer
Add a list workflow
Name it: Registration
Update Start Options: Start Workflow automatically when an item is created
Add an action: Update List Item
Click the "this list" link in the action
Change the list ot the Class Calendar list created earlier
Click the "Add" button
Choose "FilledSeats"
Click the fx button
Data source: Class Calendar
Fiel from source: SeatIncrement
Field: ID
Click the fx button
Data source: Current Item
Fiel from source: Meeting
Close all dialogs until you get back to the "Update list Item" dialog by clicking on ok
In the same dialog in the Find the list item section choose for Field: ID
Click on the fx button
Data source: Current Item
Field from source: Meeting
Click ok
Save and publish

Create InfoPath Form

The end user will eventually register through the InfoPath form on the Class Attendees list.

Open the Class Attendees list InfoPath form
Right-click on the Title entry field and select Text Box Properites
Click the fx button on the default value filed
Add this for the formula concat(Username, " registration for event number ", Meeting)
Add a fomratting rule to the Title and MeetingID field
Check "Hide this control" foreach formatting rule
Move the filed Title and MeetingID to the bottom of the form as the will be invisible.
Add a formatting rule to the Username and Meeting field
Check "Disable this control" foreach formatting rule
Right-click on the Username entry field and select Text Box Properites
Click on the fx button for the default value
Add this formula username()


Select the Meeting entry field


In the Properties tab click the "Default Value" button


Click the fx button on the default value field
Insert the MeetingID field
Delte the Attachments field
Publish the form

Querystring

In order to automatically set the the meeting in the InfoPath form, we will use a query string to the MeetingID field.

Open the Class Attendees list
Select the List tab > Form Web Parts > (Item) New Form
Add a Query String (URL) Filter webpart
Updat the "Query String Parameter Name" with meeting_id in the webpart properties
In the webpart options select Connection > Send Filter Values To > InfoPath Form Web Part
Select the MeetingID field as Consumer Field Name
Save the changes

Add JavaScript

The javascript creates the dialog box javascript to open our new form. The call to this javascript method is in the calculated field on the attendees list to register.

Open the SharePoint site were you are going to display the Class Calendar list webpart
Edit the page and select Embed Code on the Insert tab
Paste the following javascript and save the page

<script type="text/javascript" src="//cdn.jsdelivr.net/jquery/2.1.0/jquery.min.js">
// visit http://www.jsdelivr.com/#!jquery to update the cdn url
</script>
<script type="text/javascript">
function OpenRegistrationForm(meeting_id){
    var options = {
    // to geht following make a right click on the new item link in the Class Attendees list and select open in new tab.
    // Now copy the url in the browser from the beginning to the of the &RootFolder= part
    // Inser the link below and replace [RootFolder] with meeting_id
    url:"http://sharepoint.vbl.ch/Personal/Lists/Class%20Attendees/Item/newifs.aspx?List=21803ee2-66ab-4df2-9116-b02853ca7e1a&meeting_id="  + meeting_id,
    width: 750,
    height: 600,
    dialogReturnValueCallback: DialogCallback
  };
  SP.UI.ModalDialog.showModalDialog(options);
}
function DialogCallback(dialogResult, returnValue){}
</script>
Finally

Now we got everything required to set up our Class Registration Form.

Open the SharePoint site were you are going to display the Class Calendar list webpart
Add the Class Calendar list webpart
Edit the webpart and select the Registration view
Add a class example
Now you should be able to register for classes by click on the registration link.

Source

SharePoint Calculated Columns By Andy Wessendorf
SharePoint 2010 Class Registration Form
Enable clickable urls in calculated fiels)