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
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Software Platform - NetSuite
Goal - Run a weekly sales report. Use the data from that report to populate a custom item field on the item record (Kit item) in NetSuite.
Can this be done using a workflow or???
Before you try to write a Script or create a Workflow, I recommend you investigate NetSuite's ability to populate Custom Fields with Search Results.
Check out the Help page titled Creating Custom Fields with Values Derived from Summary Search Results for the details.
The basic process will involve creating a Saved Search that generates the data you need, then using the Validation and Defaulting tab on your Custom Item field to select the Search you created.
This should be done using SuiteScript. In your script, run a search, store the data as JSON, and submit the data to the item record. You could submit the data into a single text field on the item record, but it would be better to create a Custom Record Type "Sales Report" which has a list/record field sourced from the item and with the "Record Is Parent" checkbox checked. This will display your custom record on the item in a sublist. Using a Custom Record Type will allow you to store the data over multiple iterations. If you use a field on the item record it will be replaced each time you run the script.
I am creating a database that contains Product information (tblProductInfo), a list of test methods (tblTests), and the results that the product gets (tblResults).
I'm adding forms so that a user can enter the results of a previous or new product. This information will be added once all the testing for that product is done. So, I would like to be able to show a list of the tests from tblTests, and have the user enter the results in a text box of some sort displayed directly next to the tests. I can't figure out a way to do so, where it will then save all the results that the user entered.
I have created a form with a subform, where the subform shows the 2 columns (tests and results) and when I change it to allow DataEntry, it gets rid of all the test names. I need it to keep the test names displayed, but allow entry in the results column.
Any ideas?
Below is a screenshot of an example of what I would like, although I need the Results column to be empty.
Create a continuous subform with only the tblresults as the recordsource, and for the header or each field of results use the related test as the label is how I would do it. Set allow additions to yes, allow edits to no allow deletions to no.
Goal: Pull data from a SharePoint 2010 List using a WEB ENABLED form. Then, from the repeating table that contains the secondary data, extract only the desired data and mirror it in my main form fields. The extracted data would then be modified, and submitted to another sharepoint list using Nintex Workflows or, if the IT department smiles upon this project, a database.
What I've Tried: Created a field, named "TEST_CyS", in a repeating group, named "TEST", in my main form fields to store the mirrored data. This field has a default value of:
xdXDocument:GetDOM("REMOVED")/dfs:myFields/dfs:dataFields/d:SharePointListItem_RW[(count(../preceding-sibling::*[local-name() = "TEST"]) + 1)]/d:Cy_Statement
This is refreshed when the form updates.
If I set the default value to count(../preceding-sibling::*[local-name() = "TEST"]) + 1 it accurately counts each inserted group.
if I set the default value to xdXDocument:GetDOM("REMOVED")/dfs:myFields/dfs:dataFields/d:SharePointListItem_RW[<INT>])]/d:Cy_Statement where <INT> is any whole value between 1 and n then the field will display the correct information, for the secondary data field whose index is referenced.
It's when I combine the two that things fall apart.
Main Data Tree:
Secondary Data Tree:
Assumptions: I am guessing that the preceding-sibling::*[local-name() = "TEST"] axis is not returning a value due to the fact that it's being called along with the GetDOM() method. I've tried to point the preceding-sibling back to the correct group in the Main form fields, but then I felt silly for trying that as it wouldn't know where to start counting AND infopath presented me with an error:
Function 'GetDOM' did not return a value, or it returned a value that cannot be converted to an XSL data type.
Summary: Is this a lost cause without code or purchasing some "plugin" for Infopath like qRules? The IT department will not budge on allowing Forms with code in them to be run on the SharePoint site, and the requirements placed on the form state that it must be a web enabled form to be filled out in SharePoint.
Edit: We also do not have access to VSTA, and the possibility of having it installed is very, very slim.
Is there an alternative method I could use to pull this off?
SharePoint admins don't need to be involved if the InfoPath form uses code, so long as it is limited to the SharePoint 2010 sandbox APIs.
I have a form and it's record source is a table. I created the form separately and added the control sources to the different fields in the form and also changed it's record source. I imported values from an excel sheet into the table and when I open the form, I do not see the tabe values being displayed in the form. Any idea what I should do to see the table records in the form?
In form design mode, check the form's DataEntry property. It sounds like yours is set to Yes, which hides existing records and only allows new entries. Change it to No and you will see the existing records.
Another possibility is that a filter is active and no records match that filter.
Use a form wizard to generate a working form based on your table. Then once you can see the data being displayed in the form, customise as needed.
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.