Step 7: Publish and test

Phase 4: Adding lookups

  1. Create static SharePoint lists
  2. Use Query to populate SharePoint lists
  3. Connect dropdowns to SharePoint lists
  4. Connect dropdowns to SAP lookups
  5. Use a rule to extract vendor number
  6. Promote fields to SharePoint lists
  7. Publish and test

More information

In this final step we've published the form and test its functions. In the Accounting view, we will look up reconciliation accounts from a manually populated. The planning group field will be looked-up directly from SAP and accounting terms of payments directly a query to a SharePoint list which is populated from SAP.

In the purchasing view, we will look-up currency from a static SharePoint list and terms of payment from a query to a SharePoint list which was populated from SAP.

We will also promote vendor name, requester name promoted to SharePoint, rule to extract vendor # and also promoted to SharePoint.

Testing the region drop down.

Testing the Terms of Payment drop down.

Testing for error formatting.

Testing success of the rule (the extracted vendor number is populating the field)

 

And finally, testing the field promotion to SharePoint by checking our SharePoint site.