How do I filter choices from a lookup field that points to a different SharePoint list? - filtering

I have an app built based on the a SharePoint list called "Proposal Tracker". One of the fields is a lookup field that provides a drop down from another list called "Employees". I am trying to filter this field, so that when I select it, the only employee names that are shown are the "active" employees.
I've tried adding this into the DataField of the one data card I'm trying to filter, but I get an error.
Filter(Employees,Status.Value = "Active")

Use Filter(CollectionName,Condition)
e.g: Filter(Employees,Status = "Active")

When you have a dropdown control selected you can choose its dependencies from other controls on the screen.
Example:

Related

Filtering a list lookup in Nintex Forms using an inline function

I am building a list form for SharePoint 2010 using Nintex Forms 2010.
The user must select an item from a different list, so I have added a List Lookup control. But the user can only select among items that starts with a specific string.
For example, the lookup list could contain items with titles 'foo1','foo2','bar1','bar2'. I only want the user to be able to select 'foo1' or 'foo2'.
In the filtering section of the List Lookup control I have specified the following:
Filter available selections = By a specific value
Where field = fn-Substring("Title",0,3)
Filtered by value = foo
Unfortunately this does not result in any options for the user to select - just an empty control.
If I change the filter to:
Where feild = Title
Filtered by value = foo1
Then I get the foo1 option - and only that one. Trying something like
Filtered by value = foo*
does not work either.
So how should I define the filter to get it to work. Or is what I am trying not possible in Nintex Forms?
The inline function won't work in your case, because it is a client side function, and your parameter is a server side object.
There two alternative ways can help with your request in server side.
1.Add a calculated value column to your list, use LEFT function to cut the search key for yourself:LEFT([Title],3). In nintex form, you can use this column to filter the list items.
Filter the list items in a view instead of nintex form. Suppose you have already known the [source view] property in List Lookup control.

Sharepoint - Load a form's view based on user

I am using a data connection list to load desired views in an InfoPath form on SharePoint. I have a permission list with 2 columns: usernames and control group. My form on the main list loads a specific view based on what the username and group are of the permission list. You have to filter out the group based on the form's username() function to match the username column and set that as a condition to (on form load) change it to a specific view.
All this works, but the problem comes in when you have a user with multiple control groups. The filter only returns the first instance it finds. I can't think of a way to fix this. Maybe load the other list as a repeating table into the form, but then how would I reference that table in the conditions of a form load rule? Or is there a way to get a field filter to look past the first item it finds?
Update: I forgot to mention that I have to use a field to hold your filtered username:id:group aka group[title=username()] and then use that in the form load conditions. I think this is where the problem is, as this filter is what doesn't store all instances of the users id from the control list, but only the first.
SharePoint 2010 with forms created in InfoPath 2010
Are you querying the data in from info path or using visual studio, if you are querying in info path check the condition as Display name matches the username() and the query the data

In SharePoint How to create a form that changes based on a drop down selection

I need to create a dynamic form/workflow in SharePoint. What I am trying to do is create a form that has a drop-down selector with 2 options Projects and Proposals. Depending on which of those two the submitter chooses the form will change which fields are displayed in the form below them.
The goal is the have the form populate 1 list and just populate different fields depending on the form type chosen.
Is this easily doable?
Our SharePoint environment is being provided by Microsoft's Office365 solution.
Did you try Content Types ? You'll not get drop-down (however I've seen drop-down for document libraries with content types), but you can achieve your target: when creating new item you can select which type of item to create (Project or Proposal) and when you'll get fields according to that content type. All data will be stored in the same table.

Using all input controls for use in one report

I have a report that uses a query of input controls. It is a drop-down menu of specific ID's (ie. 28, 13, 30...) I want to know if it is possible to have my report go through each of these parameters and populate the report one page at a time for each of them.
Here is an example of the different parameters I want the report to loop through:
Do you want to create a page for all Partner IDs? Or just for the Partner IDs that a user selects? Either is possible.
Using all Partner IDs is probably easier. Modify your report query which probably has something like WHERE partner_id = $P{partnerID}. Remove the where clause. Add grouping and sorting to the query to group on partner id. Each group can start on a new page. And now you don't need a parameter at all.
If you want the user to select the Partner IDs, then you need to use a multi-select input control rather than the single-select input control you're using now. Update your query to use something like this: WHERE $X{IN, partner_id, partnerID}. Add grouping and sorting as above.

Have a jcombobox filter a jtable

following this tutorial http://www.netbeans.org/kb/docs/java/gui-db-custom.html#enhancements
it shows how to use a textbox to filter out the master table. Could anyone instruct me on how to do a similiar thing but use a dropdown to test against a specific column?
(ie a dropdown of countries, to filter by the country column?
thanks
depending on what the source is for the dropdown.
i assume the dropdown isn't used as part of the Jtable itself, but merely shows a list of unique data coming from one column of data?
in that case, you could get the Jtable's datamodel, and then walk through all the cells in the particular column, putting them in a hashmap with the string as the key. that way you have a list of (unfiltered) unique strings to use as the datamodel for the dropdownbox.
You could attach a model listener to the talbedatamodel to know when your list has to be updated as well.