I was asked to create a Lotus Notes behavior in my SharePoint 2013 site.
I have not found any evidence that this is possible.
The quick launch pane has Library links ‘A-G’. If you click ‘A’ a list of what would be equivalent to folders would display in the main section. There could be five folders ‘1-5’. Traditionally you would click on the folder ‘1’ to see a list of documents related to ‘1’.
In this request instead of a list of folders displaying, We want a list of Titles ‘1-5’ showing so that when you click on Title ‘3’ it will expand to show a list of documents related to ‘3’ that you can select from that will open in the browser.
Is there a way to do this OOTB? I have searched all over for an answer. I appreciate any help you have to offer.
Thank you.
InfoPath forms live in a Forms Library, which you can do this same kind of grouping on in the list view.
There are different “Name” columns that have different links for them. You want: Name (linked to document)
Hi Gentlemen!
Thank you for your great responses. I did work on this to a point of success. See first image of what I have done. The only issue is that is does not open in the browser. The edit window opens. (second image)
This is essentially just grouping a list of documents in a library. But there are several steps to get the document prepared:
- Upload to doc library
- edit property to add title (grouped by)
- Add new item to the GAD library and select from dropdown; document, section and doc type. (third image)
The client however, is now asking that the document be an InfoPath form that opens in the browser with collapsible header sections. I have done this in web content managers but not in SharePoint or with InfoPath forms. They are trying to duplicate Lotus Notes with InfoPath and SharePoint. I don’t think it can be done. What do you think?
Thank you for your time.
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That’s a different approach that may work directly for what she’s asking, but you’re going to lose some ECM functionality because the documents are attachments to a list item instead of documents in a document library.
This might work if you are using documents attached to list items:
http://spoodoo.com/open-list-item-attachments-by-clicking-the-paperclip-version-2/
Each of these attachments can be opened from a list view, possibly, in the “grouped” format. Just hovering over the paperclip will allow the user to move through the docs attached to the item and click to open them.
