You may also be interested in: Find and Move Files from anywhere to SharePoint with Skybrary
Editor's note: Contributor Veena Sarda is a SharePoint Consultant at Tata Consultancy Services. Follow her @writerpurple
Step 1: Sign into Office 365 enterprise and get a free version of Office as well as SharePoint. I installed Access 2013 on my local machine and used SharePoint from Office 365 enterprise version. Create a team site on the cloud environment and use that URL in the Web Location text box.
Step 2: Choose an existing template. In order to understand more details on how tables and forms are created. I have chosen the Project Management template. Then you can click on Add table. I have created a table called Estimation as shown below.
The Data Types available are very restricted as shown below
Also I did not find any option to change the Primary Keys. When you save the table you will see two forms automatically created for you. In my case Estimation Datasheet and Estimation List. Make sure your Navigations Pane is “On”.
You will also notice that in the Projects List Form, a tab for Estimation is added automatically.
Step 3: Open the Estimation List Form. We need to add code in this form. In my case I needed to add custom logic to fill in the Per Day Effort and Calculate the Item Effort. Chose the Component Drop Down. In the Actions button you will see the allowed actions for that control. The list is control specific. Click on After Update in this case.
Step 4: Write your custom logic. When you click on the “After Update”, as in this case, the Macro Tools opens as below. It is painful to use this editor but currently there is no other choice.
Similarly write code on other controls as required. You can use Expression builder in the case of calculated fields as shown below.
Step 5: For the summation of items, you need to go to the Project List Form and click on the Estimation Tab as shown below. This will add a total effort at the form below.
Step 6: Time to launch your app. Click on the “Launch App” button. If all goes well you will see a screen like below.
Step 7: Once you add the Project and Estimation details you will see the following screen with an additional summation field as below.
Hopefully with more examples and help material on Microsoft this journey becomes enjoyable.