I am retrieving all the text tabs from two envelopes completed. but the values come in different indexes.
I am working in python and used the get_page_tabs function to retrieve it.
both were filled from the same template, and in the document view they are correctly filled, but the get function returns it like that. is there anyway to retrieve it in order? or a way to identify the field I am working with?
You could use the get_form_data() method instead and then parse the JSON that is coming back to obtain what you need. It would look something like this:
tabs = envelope_api.get_form_data(args['account_id'],args['envelope_id'])
while (i < len(tabs.form_data)): print(tabs.form_data[i].name +" "+ tabs.form_data[i].value) i+=1
Related
We have several templates that take advantage of using same named labels to populate the data entered in one field to others with the same label throughout envelope documents.
According to API method Envelopes::EnvelopeRecipientTabs, in order to make this work via the API, I needed to add \\* (two back slashes) prior to the label name so that data pushed to a field would populate all and not just the first occurrence of a field with that label.
example: "tabLabel": "\\*Contract_Number"
This seemed to do the trick.
However, now I'm finding this works like a wild card. I have another field labeled "existing_contract_number" and the data for \\*contract_number populates this field.
I know I can change the name of the field so that the ending doesn't match, but there are many fields and many templates I will need to sift through to see if this is an issue elsewhere AND to fix this particular occurrence.
Is there something I am missing? Can I get the data to populate in all fields that exactly match the tabLabel without using essentially a wildcard?
Thank you.
I suggest listing the template's tabs or the envelope's tabs using a method such as EnvelopeRecipientTabs::list -- Note its include_anchor_tab_locations query parameter if you're using anchor tabs.
Once you have the entire list of tabs, update the values of just the desired tabs.
This may be more work than changing the template but will probably be a more generalized solution for your app.
So in a picker in eWam / wynsure the field usually gets passed directly to some sort of OQL statement.
Hence, if I want to search for a field whose value ends in "asdf", I enter "%asdf" into the picker field.
My question is thus: from the picker, is there anyway to specify 'I want all entries that end in "asdf" OR "qwer"'?
If not, I would recommend that this become a feature as it would be very useful to be able to enter all that right in the text field.
There is currently no way to search multiple strings in a single field beyond using wildcards. One can do this easily by creating multiple fields in the picker.
Alternatively one could customize the picker as follows:
use a presearch string (that the user fills out),
parse that string for some element (like a pipe),
Break the string up and put each part in to off screen search variables.
You are still using multiple fields, but the user get's a different experience. Keep in mind the dangers of parsing out the user input, using something like or would work out very badly splitting up words, & could show up in a company name...
Is it possible to retain all the data inside a form when the Custom form field is update? Currently, it reloads the page and all data will be gone.
THank you.
You could do :
On fields edit --> save field value to a cookie
And clear all those cookies on save.
That would be breaking normal functionality though...
I would have to test this, but you could make an array with all your field names, and do a validateField function (so it runs before the field is officially changed) where you get the values of every field in your array and store the values in a global array. Then have a fieldChanged function (so it runs after the field has changed) which loops back through resetting those values. This may most efficiently be done with an associative array
I have an infopath form based on a sharepoint list (worktracker).
In that form there is a repeating section which holds data from a secondary source which is the worktracker list again.
I would like to filter that table using the value in a field on the form - this enables me to run a check on duplicate items on the list by using a calculated checking reference.
I have done this by using conditional formatting to hide the non-matching items but that this killing my form as IE throws tantrum as it takes too long.
Does anyone know another way to do this? I am stuck using IE8 - not my choice!
UPDATE:
So since posting the above, I had since tried using a REST connection which doesn't work as my list is too big. I have also tried using an XML connection to a filtered view and that didn't work either!
Cheers,
In the form, select the value field. Create a rule that sets the secondary data source's query field of the same name to that value. Then query the secondary data source. It will only return the items where the value matches.
I have a document library where i have columns called Title and Category(is a lookup field) and User.Also,I have a list where i am just storing categories. I would like to join both document library and list so that i can dispaly all categories and the documents associated with it. once i get everything i would like to perform filtering so that it dispalys only selected user's documents.The displaying of the documents is working fine but not filtering. My questions is CAn we perform join between doc library and list? Plesae help me.
Thanks
The content query web part (CQWP)is probably the easiest way to do this without code. Since you only have one field in your lookup (categories) you don't need to do a join as SharePoint stores the lookup value in the Document Library. You will need to edit your CQWP to add this field, there is a good tutorial on doing this here. It also explains how to filter your CQWP.
Finally you will need to clean up your lookup field as SharePoint will store the value like this: 1;#Category1.
The CQWP uses XSLT to display the results so in your case you probably don't want to show 1;#Category1 you probably only want to show Category1. You can use the following XSLT to accomplish this:
<xsl:value-of select="substring-after(#Name_Of_Your_Lookup,'#')"></xsl:value-of>