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SharePoint online in office 365 development

Posted on 2013-11-20
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Last Modified: 2014-01-20
Hi,
2 questions- on SharePoint online (Office365-E3).
1st-
 I want to create some business form.
 My user wants some validation rules, which will do validate value before submit happens to list/library .
Like...if users has Total limit of 300 Dollar,
So user1, submits 200 dollar in 1st time, but ,
 say..he is again submitting for 200 dollar (which he shouldn't) in 2nd time,
So,can he be validated for the value on list items that his total (200+200=400 exceeds allowed value of 300) ?

2nd
- which is correct approach for doing this-Infopath or by developing Apps.
 
Rgds/-
0
Comment
Question by:sharepointDepot
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12 Comments
 
LVL 28

Expert Comment

by:clayfox
ID: 39662608
This certainly can be done with Infopath, since you can query previous submissions by user and date.

just need to plan out your design, etc

www.servbus.com provides hosted forms in the cloud if needed.
0
 

Author Comment

by:sharepointDepot
ID: 39665003
Hi,
My concern is - i am using sharepoint online , an office 365 subcriptions.
so I must use codeless solutions only, so I can validate on data present there itself on form.
but...
for piece of data  present already on a list, how can i validate the form before submission.

the other product I will check for other project.
Rgds/-
0
 
LVL 28

Expert Comment

by:clayfox
ID: 39665604
Yah no code is needed.  Both are compatible with O365.  You create a data connection to the list and query and filter to check for existing values.
0
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Author Comment

by:sharepointDepot
ID: 39665759
Hi,
 I know-with SharePoint lists: you can bind to views based on lists.
 http://littletalk.wordpress.com/2010/08/20/infopath-data-connection-to-sharepoint-list-view/
 
but need 1 suggestion here-
 On my form, there are 4 person fields...    Employee, Manager-1,Manager-2 ,Manager-3,
 Now all these 4 guys opens the form sequentially...
 ..so whoever opens the form,I want to show items related to Employee only ?

Thnx
0
 
LVL 28

Accepted Solution

by:
clayfox earned 400 total points
ID: 39665799
Best practice is to have fields in your form schema that tracks the state, or possible who last updated the form.

Then have rule on form load that look at the state and switch the view or hide sections based upon who is reviewing or what stage the process is in.
0
 

Author Comment

by:sharepointDepot
ID: 39665944
Hi,
yes i have requiredfields in form schema,
i have rule that wsitch the view,
but all the participants required to review the same list items,
sorry to elaborate..
 if user1 loogins to sharepoint site, and opens IP form,
he see his data--all correct.
what problem i faced is-
if user2 logins then also user1 data is displayed.
 
Rgds/-
0
 
LVL 28

Expert Comment

by:clayfox
ID: 39666046
The issue is that you need to create separate views or setup sections to hide based on the user so that each gets the experience you want.
0
 

Author Comment

by:sharepointDepot
ID: 39666101
Hi,
No there is if extra data, then I can hide it.
But for 2nd user, there is no data created by 1st user, whuch the other users are reviewing.
Rgds/-
0
 

Author Comment

by:sharepointDepot
ID: 39666898
You want to dynamically pull all the invoices for a specific customer into a single form
http://blogs.msdn.com/b/infopath/archive/2010/06/03/how-to-pass-querystring-data-into-an-infopath-form.aspx
Rgds/-
0
 

Author Comment

by:sharepointDepot
ID: 39678719
Hi,
I want to query or filter a sharepoint list data based on a textfield on the form.
thnks
0
 
LVL 28

Expert Comment

by:clayfox
ID: 39678771
You can add formatting rules to the controls or sections and make them conditional on the values of fields. Then the action is hide.

so when condition is true, the control will be hidden.
0
 

Author Comment

by:sharepointDepot
ID: 39796177
Hi,
I was looking for query data for initiator of form, i was able to show this particulat users data on forms previously also.
Now, I used set Field value in the Query part-and this I used for my all Form Load queries.

So at all views,I am able to show the initiators data.
Rgds/-
0

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