In my Infopath form I use a repeating table. On opening this form on sharepoint I would like to have some rows of the repeating table filled out using information from an other list. I use content types.
What i am working on is a Timesheet system where the user can register how many hours a week he worked on different projects.
I would like that by creation of a timesheet some predefined projects will be already inserted, meaning that the repeating table will have for example 5 rows already with 5 favourite or most used projects selected based on a separate PetProject list.
When I looked at the workflow in the list where the timesheet is being created I couldn’t find the column projectname in the dropdown so I cant give it a value. When I went to look in the Form settings of TimeSheets I saw that projectname cant be selected/edited, its in plain black whereas the other columns are blue and clickable. I thought its probably because the value of projectname is merged from the different rows in the repeating table.
Is there any way I can work around this problem and assign a value to projectname by creation of the timesheet?
Thank you so much!
I think that you will need to write some code to query the data that you are after and add the data to new rows in the repeating table.
There is a loading event that you can hook into to then query a secondary data source and then
add the row to the repeating table.
Will this run with in infopath as a thick client or will it run as a browser based form using infopath form service?
Related
I have set up a set of forms on excel that can append or update information to an access database.
Due to their being multiple forms, I want to create a spreadsheet, which acts as a hyperlink centre to the form the user needs.
Their are only to ‘branches’ of forms the users can use:
Add new data forms
And
Update Existing data forms
Each of these branches has say, 5 forms (so 10 in total)
The spreadsheet I’ve set up has two tabs
Tab 1 - user end sheet (‘user’)
Tab 2 - list and hyperlinks (‘info’)
On the user end sheet there is a list to select which branch of forms the user wants the link to (Cell D11)
Add
Or
Update
From there a secondary dependant drop down list shows the forms available from that branch (Cell D16)
Finally, there is a cell which I’d like to display the hyperlink to the form they have selected.
I’ve searched around a lot, however I can’t find the fix.
The formula in full is:
=IF(user!D16=“”,””,IF(user!D11=“Add”,HYPERLINK(“#”&INDEX(info!$D$9:$E$13,MATCH(user!D16,info!$D$9:$E$13,0)),(VLOOKUP(D16,info!$D$9:$E$13,2,0))),HYPERLINK(“#”&INDEX(info!$G$9:$H$13,MATCH(user!D16,info!$G$9:$H$13,0)),(VLOOKUP(user!D16,info!$G$9:$H$13,2,0)))))
The hyperlink formulas:
HYPERLINK(“#”&INDEX(info!$D$9:$E$13,MATCH(user!$D$16,info!$D$9:$E$13,0))
And
HYPERLINK(“#”&INDEX(info!$G$9:$H$13,MATCH(user!$D$16,info!$G$9:$H$13,0))
The result simply returns #N/A
I’ve tried:
INDEX
“#&INDEX(…)”
“#”&”INDEX(…)”
And knocking all of the if statements out, leaving only the hyperlink function there.
The hyperlinks work fine in the info tab.
Any help would be massively appreciated, thanks in advance.
Solved.
Issue was that the hyperlinks id set up already had a ‘friendly name’, changed to raw link and then was able to replace index match simply with Vlookups.
I have a calculated column in SharePoint On-Premises that shows the number of days till a due date which works perfectly for a day or so then stops calculating, but if I go to the list settings and click the column and click ok then it calculates again?
Has anyone experienced an issue similar to this. I had this issue in both 2013 but within a few weeks moved to 2016 and still the same issue.
I've tried " " blank and also "" empty so not sure if that is causing the issue??
Is it a problem with the formula?
Here is the formula:
=IF(ISBLANK([Due Date])," ",
IF(ISERROR(DATEDIF(NOW(),[Due Date],"d"))," ",DATEDIF(NOW(),[Due Date],"d")))
Calculated columns cannot contain volatile functions, which includes those that depend on the current date.
The values in SharePoint columns--even in calculated columns--are stored in SharePoint's underlying SQL Server database.
The calculations in calculated columns are not performed upon page load; rather, they are recalculated only whenever an item is changed (in which case the formula is recalculated just for that specific item), or whenever the column formula is changed (in which case the formula is recalculated for all items).
If you need to show a dynamic value that changes with the passage of time, you have a few alternatives.
Client-Side Rendering
Consider using client-side rendering which lets you use JavaScript to dynamically determine how records in a list view are displayed. This JavaScript runs upon page load, so it can handle current time-dependent values much better than a calculated column.
To use client-side rendering, you create a JavaScript file that controls how the view displays. You upload that file to somewhere on SharePoint where people will have at least Read access to it, then edit the list view web part that you want to display differently and set its "JSLink" property to point to your JavaScript file.
Check out this answer for an example of using a JSLink file to spoof a dynamic date field.
Microsoft also provides some documentation here but I think they do more work than is necessary (creating an entire new list definition project in Visual Studio for their example instead of just creating a JSLink JavaScript file for an existing list).
Other Options
A few other options are mentioned in the older question linked above:
Conditional Formatting: You can apply conditional formatting to highlight records that meet certain criteria. This can be done using SharePoint Designer or HTML/JavaScript.
Filtered List views: Since views of lists are queried and generated in real time, you can use volatile values in list view filters. You can set up a list view web part that only shows items where Created is equal to [Today]. Since you can place multiple list view web parts on one page, you could have one section for today's items, and another web part for all the other items, giving you a visual separation.
A workflow, timer job, or scheduled task: You can use a repeating process to set the value of a normal (non-calculated) column on a daily basis. You need to be careful with this approach to ensure good performance; you wouldn't want it to query for and update every item in the list if the list has surpassed the list view threshold, for example.
To expand on the Filtered List Views option, you can have a view that shows only items that are due within a certain number of days. For example, you can display all the items due within 7 days by filtering where the Due Date field is less than [Today]+7 and Due Date is greater than or equal to [Today]. You could also sort the view to show the items with earlier due dates closer to the top.
I am trying to create a categorized view of all Notes documents that have a field with exact same value, i.e. there is a field for Contractor Name and I want to create a view that lists each Contractor and the documents that relevant to each. How do I do this? I have tried view formulas like the following but no success as yet
SELECT #IsAvailable(Contractorid) & #Count(Contractorid) > 1
SELECT #Count(#IsAvailable(Contractorid)) >1
Nsf databases are no relational databases. The count of different documents with a unique value in a specific field cannot be used to build a view selection formula.
You could write an agent, that runs through all documents and counts them and puts all with count > 1 in a folder, but this is quite a lot of LotusScript code and needs some advanced knowledge.
The other possibilit would be to categorize the view by ContractorId and add one column before that categorized column: simply use 1 as column formula and select "display totals" in the column properties as well as "hide details".
Then at least you have the information, how much documents are in each category, but unfortunately you cannot filter by it and you cannot sort by this column.
A third possibility would be to use an xpage interface, but that is even more work to do and a completely different story developmentwise.
This is similar to view to identify duplicates. My approach is to use folder.
Make a new folder with design of your view. Instead of (not working) selection formula use short LS code as an action, or QueryOpen event (make sure only one user runs the script).
The code should cooperate with another (hidden) view sorted by Contractorid. Make a ViewNavigator for that view and traverse through it with simple logic - if previous entry has the same Contractorid as the current one, put both documents into folder**. That way you will get list of all documents with duplicate Contractorid. Make sure to wipe all the current content from the folder at the start.
** This can be optimized further by slightly more complicated algorithm to handle first duplicate diferently - for more than two duplicates this algorithm makes extra calls of PutInFolder method.
So I am trying to link an employee metrics pivot chart with an employee project table with one slicer. I want an employee slicer that manipulates all charts but the data is coming from 2 different places (SQL, Sharepoint). When I try to create a relationship based on Employees I get the following error: "The relationship cannot be created because each column contains duplicate values. Select at least one column that only contains unique values."
So one chart has quantitative items while the table has qualitative items and I want one slicer to manipulate both at the employee level.
I want to see all the data on both charts for the selected employee, and not just single items linked by unique values. I can use unique values, and have created relationships that one slicer can manipulate however I only get one record at a time that way and therefore the slicer has thousands of buttons (one for each record).
I wouldn't think this would be that difficult and I hope it's really not.
Please Help!
M2M relationships in PowerPivot will most likely cause more headaches than solutions unless you are aware of what you are doing. After some thought, I realized that I really do not want an m2m relationship because it would result in junk data for what I wanted. I just wanted to start my answer off acknowledging that I did not achieve an m2m.
So if you want to link SharePoint data to Excel here is what you need to do:
Export SharePoint data as an RSS feed. If this is something others will need to refresh then the rss file will need to be stored on a shared drive.
Add PowerPivot if you have not already done so. In PowerPivot get external data from other sources (rss feed) then add your file. To link data you will need a Unique ID to join tables on.
In short:
I'm trying to filter an XSLTListViewWebPart based on what is selected in another XSLTListViewWebPart. Using a String field as connection this is working fine. Using a hyperlink field no data is displayed.
In more detail:
I have two lists, say Accounts and Projects. Both have a hyperlink field accountURL.
All accounts have different accountURLs. Different projects can have the same value for accountURL. Both are displayed on a page using the XSLTListViewWebPart.
The simple goal is to filter the Projects list based on which item is selected in the Accounts list using the accountURL field. So I established a web part connection using the acountURL as a filter. Alas, when an item in the Accounts list is selected no items are showwn in the Projects list although I double checked that there are matching values.
When using a string field instead of a hyperlink field for accountURL everything works like a charm. Problem is, I need the hyperlink field.
Is this desired behaviour? Do you have any suggestions for a workaround?
(I already tried converting the hyperlink field to a string field via a calculated column which did not work out either.)
All was and is to be done in the web interface or SP-Designer. Coding a WSP is not an option for this problem. As I'm not quite familiar with the correct terminus technicus I use field and column interchangeably.
All help is greatly appreciated.
Ben
Someone on the Microsoft forum suggested the following workaround which does its job well:
Add a hidden text column to both lists.
Use a workflow which is triggered on item creation and update to copy the value of the hyperlink column to the hidden text column.
Connect both webparts using the hidden column as filter.
Nonetheless, I still wonder whether it is possible to use hyperlink columns or other special columns for filtering. I also had the problem that I cannot use a person column as lookup.
Does anyone know if whether there ist some kind of overview
which column types can be used for filtering/formulas/lookup/...?
Cheers,
Ben