Question

URGENT! Infopath formula or filter or new rule needed

Asked by: mariaworld

I have been charged with creating an online form that will be accessible on sharepoint. The form is basically an asset inventory form. Large numbers of techs will be manually verifying existing old database information manually by completing this new form online.

I have a copy of the old database in the form of an Excel dump. Ive uploaded the Excel file as a separate list in sharepoint.

I want the following:
I have a set of fields (asset tag, serial #, model#, etc.). I want to say that if user enters an asset # that already exists in the sharepoint list, then prepopulate my form's serial#, model# fields, with the values we already know.

Simple enough. I created a Rule on my asset# field in my infopath form.
It says if myasset# = datasourceasset#, then fire more rules: a) set mymodel to datasource model, b) set myserial# to datasource#, etc.

When I run the form it does prepopulate information in the addl fields, but it picks the first row of data from the existing sharepoint list, not the data to the specific asset# that was entered by the user.

What I really want to say is:
myserial# field should equal datasourceserial# where myassetID equals datasourceassetID.

I know I can create a Filter on a Value in a Rule, but Im not sure how to build the right filter. In my mind, I would like a Where clause, as in SQL, but I dont know the corresponding function using InfoPath.

Any help appreciated. Need to figure this out today...

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Asked On
2009-06-04 at 10:03:57ID24464394
Tags

infopath sharepoint rules functions

Topics

Infopath

,

MS SharePoint

Participating Experts
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Answers

 

by: RipinPosted on 2009-06-05 at 12:27:43ID: 24559482

Can't do that

 

by: mariaworldPosted on 2009-06-18 at 08:30:04ID: 24658441

I was able to resolve this. I had my fields backwards.

I had to accomplish this with a Filter in Infopath.
When creating the Action set myModelNum to datasourceModelNum, you have to highlight the datasourceModelNum field name, THEN select FILTER. This filter button doesnt exist anywhere else, except, and only after the field is highlighted. Once I had the filter box open, I said: 'datasourceAssetTag is equalto myAssetTag."

This filter is essentially the 'Where' clause I was trying to find. In infopath, the final rule looked like this:

If myAssetTag = datasourceAssetTag,
Set a field's value
Field: myModelNum
Value: @datasourceModelNum[@DataSourceAssetTag = myAssetTag]

The Where clause is the Filter which is represented by the statement in brackets [].

The end result is that IF a user enters an assettag number that already exists in my external datasource,  the correct datasourceModelNum information will populate in myModelNum field.

 

by: mariaworldPosted on 2009-06-18 at 08:31:29ID: 24658453

resolved myself.

 

by: RipinPosted on 2009-06-18 at 09:19:41ID: 24658979

Good mariaworld, I learn something new. Thanks

20120131-EE-VQP-002

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