I need to add a checkbox field to the item sublist of a purchase order, can someone tell me how to do this? I can't seem to find any definitive information on how this works.
thanks in advance for any help
OK, got it. You go to the form that you are modifying (in this case) Purchase Orders. You go to the customize menu in the right upper corner, you select "New Column Field" and fill out the relevant type information. Then go to customize form, for the form you are going to use. Go to the screen fields tab, select the columns sub-tab and drag the column to it's new location. That's it
Happy Hunting
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There are explanations for this all over the web, but none I have followed a) seem to work, b) explain how to achieve this in simple noob terms, c) show any sort of diagram, or d) make assumptions that you want to start jumping right into code...
I have a form for users to log training they have completed. I have a sharepoint list with the course name and the duration in hours.
When the user opens the infopath form, it populates a read-only field with their username, and populates a dropdown with the list of available training courses from my sharepoint list.
All I want to do is to populate another read-only field with the duration of the course... But I just cant find the right filter settings to do it.
Currently I have the default value of the duration field in my form set to the formula:
Duration(from SP list)[Course Title (from SP list) = Training Course (from form lookup field)]
But this is not returning any values...
This is using both SP 2010 and IP 2010
Ok, you use rules, not the default value, as pretty much every website I have looked for answer tells you...
Make sure the default value for the field you want to populate is blank, and then set a rule that when your lookup field value changes, it updates the value in your other field...
That was easier than I thought!
This is soemthing called a cascated drop down there are various examples of this on the web.
To do this you need to click on the drop down box that you want to filter.
This will be the duration. (The user would then select the course they went on)
In the duration drop down below you would ensure that you have connected it the correct data source.
Right click on the duraction drop down.
Drop down list properties
get choices from external data source
on the entries you would select the button to the right hand side
You would select 'course title now as this is what you want it to be filtered by' (drop down above)
When selected you would click filter data - (button on bottom right hand side)
You would then filter it so the formula is 'CourseTitle(above drop down) 'is equal to' CourseTitle(data source from the list)'
This then should only allow them to match select the time that matches that course.
If this doesnt work let me know.
I have a question for you bright minded souls. I have an Infopath form for a Sharepoint List (meaning that this is considered an Infopath List Form) that I would like certain behavior for... and I'm not quite sure how to achieve it.
The gist is, I have two dropdowns on the form and I want the second dropdown to change its values based on the first dropdowns selection.
Both are pointing at the same list. The list looks like so:
ID, ModuleName, SystemName, PayCode, LineOfBusoness
1, Mod1, Sys1, O, LOB1
2, Mod2, Sys2, O, LOB2
3, Mod3, Sys3, C, LOB3
4, Mod3, Sys4, O, LOB3
The first dropdown contains just the paycodes, so basically "O", and "C".
Now the second dropdown is where it gets tricky.
The second drop down is to display all the Lines of Business (LOB) from that list based on the PayCode selected in the previous dropdown. If they select "O" then just display all the LOBs that has the paycode of "O".
BUT... if they select "C"... well then there are also dropdowns on the form where they have already selected System and Module... so it would then take those values that were selected and choose the value in the list that has the System they chose, the Module they chose, and the Paycode they chose.
How can I do that? My first thought was well, just use code... but it turns out Infopath does not allow custom code on a "list form" which this is... wtf? So then the next option is to use the "cascading dropdown" approach whereby you can also use rules and filters to try and achieve this behavior.
Can that be done? What are your thoughts as to how you would tackle this problem?
Thanks in advance, and please let me know if you need additional information!
One way to do this is in the code behind.
Take the first drop down, find the field it is associated with, right click and create a "Changed" event.
In the code behind event, a Changed event will be created for that field. There you can grab the value of the currently selected item of the first drop down. Depending on that value, you can then modify the contents of the second drop down.
Do this by grabbing the original list, and running an SPQuery that selects all the items that have a "O" or "C" or whatever selected value is. You can also run a linq or foreach statement on all the list's items, whichever you prefer :)
Note: Make sure the drop down list control properties has "Always" selected in the Browser Forms tab of the properties (right click on the drop down list to access these properties)
Hope this helps!
In the list, I set-up "ID" column and "Title" column.
I added 10 items in the list, and I'm trying to put the 10th item between 1 and 2.
After my research, many people said I can't manually change ID number...
Is there a way to re-order the item?
deleting every items is the only answer?
Please help!
The ID column is an internal identity-like column. You cannot change the value. If you need a column that you can order by (and change), just create a new column called SortOrder or something. Then sort by that column.
I know this is an old post, but I thought this might help someone who might be looking for an OOB answer.
Go into your links list so that you see your List Tools, Items and List at the top.
Select Items.
There is a Change Item Order Icon in the Ribbon. This will allow you to renumber the Links in your list and change the order.
You can manually change the items order if you create your list based on a link list definition. This kind of list allows you to re-order items as you require through a ribbon button. I use this workaround often.
The ID Column is SharePoint inbuilt and you can not change the value of it.
for your solution either you need to delete all item and insert it again or as #Nigel Whatling say you have to add SortColumn
Column Setting will only change the order in the SharePoint List. To change the view order Use the Modify View Selector to adjust the way the fields are sorted. Modify View is found on the ... next to Find and Item Box or If your in the site setting it is under View on the lower 3rd of the page
I also got stuck with this and couldn't use the previous answers as I couldn't see the buttons they spoke of in the ribbon.
I went to List > List Settings in the ribbon. At the bottom of the list settings page I click on a View to edit it (or create new view). Unser the heading Sort you can change the column you wish to sort by and change from descending to ascending etc.
Actually, if I understand the question, it was just what I was trying to accomplish and spent most of my morning working on.
Select the List.
From toolbar, select List under List Tools.
Click List Settings.
Below the listed columns, see Column Ordering
Modify "Position from Top" number and click OK at bottom.
Updated steps:
Select the List.
From toolbar, select List under List Tools.
Click List Settings.
Above the Column list click on the "Item" link
At the bottom of the page select "Column Ordering"
Modify "Position from Top" number and click OK at bottom.
I'm using magento and I have a question about the advanced search form. In this form I use 2 select menu's.
The first option value of the select menu's pretends as the name of the select menu, i'm wondering if its possible to give that option value an empty value. This should work better when a customer want to search only on one of the two select menu's. Else it uses both select values.
Someone knows if this is possible?
Thanks in advance!
In Microsoft Dynamics CRM 2011 you can create views using advanced find. Inside advanced find, you should define for a specific entity which columns you want to see in the result.
What I want to do is limit or hide specific columns that people can choose for the advanced find.
Any ideas?
Thanks!
Hi Rob,
Out of the box you can disable a column from being 'searched' --
listed in the filtering area of the advanced find.
However, all fields that a user can read are avail for selection in
the advanced find. The only method to change this would be custom
code in a 'plug-in'. Then with a plug-in just about anything is
possible as it is compiled code and you could filter out certain
columns from being available.
Alex Fagundes - www.PowerObjects.com
The comments by Alex Fagundes, with all due respect, are wrong. As ckeller suggested, you can limit the columns displayed to the user, and you certainly don't need a plug-in to do this (nor could you even if you wanted to, so far as I know).
In the client, all you have to do is navigate to the entity the advanced find view of which you want to change, click the "Customize" tab, click "System Views", click on the advanced find view, click "Add Columns", select/deselect the columns you do/don't want to see, then publish your changes.
You can also select/deselect columns of any appropriate related entity this way as well.
If you mean search columns (fields they can search by):
To limit the columns they see in an advanced find search, you have a fun job on your hands.
Go to Settings -> Customisations -> and choose the entity you want and list all the fields.
Double click on each field in turn and you will see a drop down menu called 'Searchable'. Set this to 'No' and the field is hidden from Advanced find searches (after you publish your changes).
Repeat this for all fields required.
If you mean fields they see in their results:
Follow the answer by #jamnap
The solution of Peter will only change the default view for advanced find. The user will still be able to add all columns and customize his own view.
Fields cannot be removed from "add column" in advanced find OOTB. This is what Alex Fagundes from PowerObjects has written.