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.
Related
I need to get the last modified timestamp property of a sheet using Smartsheet API 2.0 (preferably Python SDK).
Ref:
https://smartsheet-platform.github.io/api-docs/
https://github.com/smartsheet-platform/smartsheet-python-sdk
Using Sheets.list_sheets I am able to get the 'modifiedAt' property (along with other properties) for all the sheets that I have access to.
Using Sheets.get_sheet(sheet_id) I get all the data (rows, columns) for the specified sheet.
How do I get only the 'modifiedAt' (it's OK if some other small properties are also present) for a specific sheet with a known sheet ID. I don't want the row, column, cell information to be present in the API response.
I wrote to Smartsheet support team and their answer served my purpose.
Thanks for contacting Smartsheet Support. In order to narrow down the
response that you're getting, you can use the exclude parameter:
http://smartsheet-platform.github.io/api-docs/#query-strings. In my
testing, I excluded all rows and columns where columnIds=0 and
rowIds=0. That left me with only the Sheet information, which includes
the modifiedAt for the sheet. You may be able to limit it further, but
the result I got from this was pretty short and sweet.
(Python SDK example)
response = ss_client.Sheets.get_sheet(MY_SHEET_ID, column_ids='0', row_ids = '0')
Using the above parameters, I was able to exclude all the sheet data and got only the metadata (which included modifiedAt property).
Basically my intention was to run a sync script periodically and store the Smartsheet data into my local db. I wanted the API response to skip the actual Sheet data (rows, columns, cells) if nothing would have changed since the last execution. Another nifty way of achieving this to use the ifVersionAfter parameter.
ifVersionAfter (optional): If version specified is still the current
sheet version, then returns an abbreviated Sheet object with only the
sheet version property. Otherwise, if the sheet has been modified,
returns the complete Sheet object. Intended to allow clients with a
cached copy to make sure they have the latest version.
last_version_fetched = 7724
response = ss_client.Sheets.get_sheet(MY_SHEET_ID, if_version_after=last_version_fetched)
The Get Sheet call will always return the content (row, column, data) from a specific sheet. While there is an 'exclude' query parameter that can filter out some properties, it does not work on the primary sheet data returned from the /sheets/{sheetId} endpoint.
The Sheets.list_sheets call seems like the easier route if you only need the modifiedAt property. I would use that one then iterate over the results until you find the matching id.
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
I am trying to work around a limitation that Filemaker 12 seems to have. In a value list that links to an ODBC attached SQL Server database, it doesn't display every piece of data. If there are 2 people with the same last name for example, it only displays the first person with that last name in the list. This is verified by the following in the Filemaker documentation (which I found after a lot of digging)
If the value list is defined to display information from two fields, items will not be duplicated for the field on which the value list is sorted. For example, if the value list displays information from the Company field and the Name field, and if the values are sorted by the Company field, only one person from each company will appear in the value list.
Portals on the other hand will find all the related data, I just don't understand how do something with the data once I get it in the portal. I essentially thus wish to use a portal AS my drop-down value list, and then to use it as I would have a value list (which is then to act as the key to do the rest of the lookups on the page to fill out the invoice.
The major issue here (other than this maddening choice Filemaker seems to make) is that the external file I am pulling the data from is an ODBC mounted SQL Server file, so I can't do something easy like a calculated field which would give me last name & " " & first which would make almost every person unique. Filemaker won't let me do that because it says I can't do that with a field that is not indexed. Any help would be greatly appreciated!
Assuming that we're starting with table MyTable and we're trying to get a ID from the People table for the selected person, which we'll call ID so that we can put it into MyTable::PersonID
Start by creating a new Table Occurrence of your People table and call it PeopleWhoCanBeSelected. If you want every person in the People table you can connect it to MyTable with the X relationship. If you want to show just a subset of the people you can build a different relationship.
Now, on a layout displaying records from MyTable you will make a portal showing records from the PeopleWhoCanBeSelected table.
In the portal put a button. When that button is pressed use the Set Field script step:
Set Field MyTable::PersonID to:
PeopleWhoCanBeSelected::ID
That should do it. You can make the button an invisible overlay on the entire portal record if you like, so that the user clicks on "the name" instead of "the button next to the name".
Now, if you want to pull additional data through to the MyTable record, you'll need to create a second Table Occurrence, called People with the relationship MyTable::PersonID = People::ID. Then you can get information on the specifically chosen person through that relationship.
I have a form with two subforms, both of which are continuous. Each form has a field to accept the name of the person who created the record. Almost every time, the same person will be creating all of the records, so it would be really convenient if the fields would autofill once the main record has been set.
I've tried several approaches to this, but none seem to work quite right (e.g., the first of the continuous forms won't autofill because it came into existence alongside the main record). This is Access 2003.
OnCurrent, OnClick, etc...
If IsNull(Me.MyField) or Me.MyField = "" Then
Me.MyField = Me.Parent.MyRelatedField
End If
It may be best to set the default value of the control in the after update event for the control. This means that it will fill with whatever the previous value was.
Me.SomeText.DefaultValue= """" & Me.SomeText & """" ''Text
I am trying to store metadata (basically a unique id) along with each cell of a table in a Word document. Currently, for the add-in I'm developing, I am querying the database, and building a table inside the Word document using the data that is retrieved.
I want to be able to save any of the user's edits to the document, and persist it back to the database. My initial thought was to store a unique id along with each cell in the table so that I would be able to tell which records to update. I would also like to store some sort of "isChanged" flag within each cell so that I could tell which cells were changed. I found that I could add the needed information into the "ID" property of the cell - however, that information was not retained if the user saved the document, closed it, and re-opened it. I then tried storing the data by adding a data to the "Fields" collection - but that did not work and threw a runtime error. Here is the code that I tried:
object t1 = Word.WdFieldType.wdFieldEmpty;
object val = "myValue: " + counter;
object preserveFormatting = true;
tbl.Cell(i, j).Range.Fields.Add(tbl.Cell(i, j).Range, ref t1, ref val, ref preserveFormatting);
This compiles fine, but throws this runtime error "This command is not available".
So, is this possible at all? Or am I headed in the wrong direction?
Thanks in advance.
Wound up using "ContentControls" to store the information I needed. I used the "Title" field to store the unique id, and the "tag" field to track whether the field had been changed or not. See this link for more info: http://blogs.technet.com/gray_knowlton/archive/2010/01/15/associating-data-with-content-controls.aspx
Since a "Word 2007 Document" is XML, you can add a namespace to the document then adore the elements with attributes from your namespace. Word should ignore your namespace when loading and saving. Moreover, you can add new elments to store any information (metadata) needed.
With that said, I have not used this technique with Word, but I have done it successfully using Excel 2003.
First thing to try, is create a bare "Word 2007 Document". In your case, add a simple two by two table. Open it with a text or XML editor and add your namespace, and adore an attribute and add an element. Open with Word make a change then save it. Open with editor and make sure your namespace attribute and element have not been changed.