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In order to streamline my company's request process, I am setting up a few lists on SharePoint.

Essentially what I am trying to do is set up this list so that whenever an employee adds an item, a blank copy of the expense report pops up (it's an excel file).

How do I set this up? since it would require numerous lines I can't just make one line hold all of the information.

This is the file I want to pop up every time, and whenever they fill this out it'll be added to the list as its own unique file, so when another user makes a new one, they don't mess up any of the data from the previous user.

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Is this possible, and if so how do I do this? I can upload a copy of the file, and have them download and email a copy to the admin, but that's essentially killing the whole point of using SharePoint.

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When you create a SharePoint document library, you can set a default file type to open when a new file is created (for example, you can set a PowerPoint file as the default file type to open). You can also customize the default file template for that library. For example, you can create a Microsoft Word template with customized headers and footers, or other custom features, and make it the default template for that library. Then, when you or your users create a new file, it opens in the appropriate program with your customized features.

https://support.office.com/en-ie/article/Set-a-custom-template-for-a-SharePoint-library-8e0177eb-46bd-4346-9998-330c32733c25?ui=en-US&rs=en-IE&ad=IE

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  • That's almost exactly what I was looking for, now my only issue is that the file acts up when trying to work with flow. If I set it to send a verification email on file creation it just sends the empty template, not the file I finished making, and when I set it to email on file edit it doesn't send the verification email until I close and the reopen the file. Commented Jul 3, 2017 at 17:54
  • @Flotolk avoid asking further questions in the comment field, and generally multiple questions at once. The given answer is the correct way to handle this in SharePoint. Commented Jul 3, 2017 at 18:22

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