Go to related record from a portal in the same layout - portal

I have a layout which on the left-hand-side is a portal (which is essentially a list of everyone in my address book). When I click on a person in my address book, information is displayed about them on the right-hand-side (using Go To Related Record, see this question).
Unfortunately every time I click on a person in the portal it resets the portal to the beginning, so I need to scroll down again if I wanted to click on the next person in the address book!
How can I correct this behaviour so that the portal isn't reset each time I click on the portal?

You have a couple of alternatives (or perhaps more?):
1) Don't go to related record, but simply set the ID of the person selected into a Global Field, create a relationship that goes from the table instance that the layout is based on and to the address book matching the new Global Field with the ID field in the address book.
2) Rewrite the script that performs the "go to related record" so that is saves the active row numer using Get ( ActivePortalRowNumber ) into a variable before moving to related record and returns to that row number afterwards by using Go To Portal Row < By Calculation >.
Hope this helps!

Related

Are there any negative consequences of giving ‘Title’ field a default value of ‘View’ and making it a hidden field?

When I create a list, I have gotten into the habit of doing the following:
Change Title field name to Item
Give it the default value of View
Go to Advanced Settings
Allow management of content types > Yes
Click Save
Then in Settings, click on the Item type
Then click on the Item field and select Hidden
Then go back to Advanced Settings
Allow management of content types > No
Click Save
The result of this is that:
The Title field (now called Item) is hidden in the form
I have a column called Item, which has the link View in each row (which opens up the item)
I can’t remember why I started doing this (possibly one of the reasons outlined in this video), but the use case must have demanded it and I just kept doing it.
However, lately I have been having troubling thoughts about whether it negatively effects indexing or has any other undesired outcomes.
For example, I did a search in a list the other today, and in the drop down search results that were displayed, I just got multiple rows of the value View.
I also read just before posting this question that list items in the recycle bin will be identified by the value that was in the Title column. So if they all say View it will be impossible to differentiate one from the other.
So I just thought I would see if there is any authoritative, definitive best practice around the Title column, and ask if my convention is bad and if so what I should replace it with.
Thank You.
(Edit: I also hide the Title column in document libraries, as it doesn’t seem to serve a purpose, as clicking on the value in the Name column opens up the document anyway - therefore the ‘link’ action of the Title field is not required).

Conditional dropdown selection to hide and show item

I'm new to Power Apps, I'm facing this issue.
enter image description here
This is a PA form when I select Projects value in Time entry field the below two fields are enabled Project and Project Role but when I change to other option like this
enter image description here
Project and Project role are hidden for other option selected except Projects option in time entry field. 
Everything is working fine but problem is coming when I edit any existing records of list and try to change the Time Entry field option when I'm changing the option from Projects to other options the below two fields disabled automatically which is fine but when I save this form after making changes the value of Project and Project Role remains in list which was existed for Projects option before editing.
So what I need here when I edit the existing records so value of Project and Project Role also wipe from SharePoint list when I select options other than project in time entry field.
Thanks in advance.
Forms on PowerApps are defined by cards. Cards have two important properties.
Default, which is the value you pass into the fields and show to the user. Usually this is just the value of the source
Update, which is the value you write back to the source. Usually, this is just the value of the field
You can do a lot by modifying default and update, which allow you to do all sorts of checks and logic on how different data should be transformed.
In your case, set the update value for project and project role to this
If(Self.DisplayMode = DisplayMode.Disabled, Blank(), dropdownvaluehere)
Whenever that card is disabled, it will write nulls to the list, regardless of what the dropdown says. Whenever the card is enabled, it will refer to the dropdownvalue.
As an aside, Consider using a dropdown box instead of a combobox if not necessary, as comboboxes have nice features like letting you select more than one value at a time, but tend to be more temperamental and break and forget values.

How do you limit the Leads viewable to an owner, role, or workgroup?

After opening record from the GI, I am still able to page to the next record that is not within the GI's scope. How can I limit this to a specific workgroup, role, or owner?
The row-level access screens do not have anything for CRM there, owners nor workgroups seems to limit who can see what... there must be a way to limit the leads viewable for a salesperson... how is this done?
With the Entry Point tab from the Generic Inquiry screen, you can match the selected inquiry to a data entry form. Once you have replaced the data entry form with this inquiry, when you try to click the name of the entry form in the navigation pane, you are redirected to the inquiry. If you select a record in the list, the data entry form opens and displays the details of the selected record. Also, if you create a new record from the inquiry, the entry form opens.
There is no mechanism to automatically match behavior of a data entry form with the associated inquiry. When you select a record in the inquiry list, the associated data entry form opens. The opened entry form is not aware of filter conditions set up for the inquiry. To limit access to records in the data entry form, you should create a custom data entry screen with filter conditions for primary view and Lead ID selector identical to those defined for the associated inquiry.

Infopath Newbie - Populate field from lookup value

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.

Sharepoint calculated field's formula for created by

i have a sharepoint list
with 2 users for examole (user A and user B)
i need a calculated field in the list items such that if user "A" created the item the field vaule will be "X" and if user "B" created the item fields value would be "Y"
but i couldnt use [created by] in the furmiula of the calculated field !! why is that ?!! and is there another way to do what i need to do ?!
If using Sharepoint Designer is an option you can create a workflow for that list. Set it to start when a new item is created -or- edited, use a condition of "If Created_By equals ..." and an action of "Set yourfield to yourvalue", then add an Else If branch and repeat. This will always override anything a user enters in "yourfield". Takes about 2 minutes to do all of this.
I believe you can create a text field that has the default value set to [Me] which should then be usable in a calculated field.
For more complicated formulae (i.e. anything with conditional logic), try creating an event handler for the content type (or doc library). This will allow you full control to set the fields to what you desire.
The field can be hidden from the user inside the edit screens.
Make sure use the STSDev from codeplex to setup the solution for deployment.

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