I have a invoice adjustment form in ERP system and I am manually entering data from invoice adjustment form into Excel for tracking purpose.  If invoice adjustment form is adjusted with QTY, price, customer or other data fields, I get another invoice adjustment form and I have to update my excel.  This can happen multiple times (repeats steps).

1) I want to eliminate manual excel entering/updating process (get rid of excel).  
2)  Extract and auto load invoice adjustment form data into SharePoint.

There is no integration between ERP and SharePoint at the moment.  
What would be technical solution?  

What I need to do in order to map all invoice adjustment fields to sharepoint?
How to handle multiple adjustments on same Order (which means QTY is changed or other fields have changes  on the same Invoice form?

I am not a sharepoint developer or a programmer but I have used sharepoint where created pages, auto acknowledgement email, created a form using InfoPath, etc.,
How sharepoint will manage multiple changes on the same order .

Thank you so much.  Please assist.

Greetings,

I am fairly new to Infopath and I am using it to create forms to replace manual office document forms. They will then be published to Sharepoint online.

My current project is a Manager communication form that will require multiple people on it.  
I am using the people picker control to have those fields populated.

Each line in question has a people picker field, Title field, Department Field and a Division field.  (And a spot to initial)

I have the "User Information List" added as a data source. I would like to auto populate the fields after the people picker once the people picker populates.  

I do have Visual Studio installed and set for VB.

Thanks for any help.

I have a form with several People Pickers on them.  The selected data is saved to a text field within the Document.  I need to change the field save instead to a people picker column where that column is restricted by SharePoint group.

I created the group need to delete and create the column again, but as a people picker which can only be populated from the SharePoint group.

How do I get rid of the old column (form and document) and attach the new column to the InfoPath form for reading/writing?

Sounds easy, but it doesn't really seem that it is.

I need to build a set of 1 or more InfoPath documents based upon some business criteria going against a related list of recipients of the document.

I have it working using the following function.  Part of the process of building the function is to copy a base (template) XML file down from the document library, turn it into a string with one or more parameters that I insert into that string, and then write the string to content object, upload to the library and then the XML file is available and loads in InfoPath within a browser.

The form has a repeating table which if I populate the form with, the function fails after I take that XML file and use it as the template in my function.

Code follows with abbreviated XML variable as it is too long:

	 function createFile(pParam1, pParam2) {
		var clientContext;
		var oWebsite;
		var oList;
		var fileCreateInfo;
		var fileContent;
		
		var sfileName = "FileNamePrefix_" + pParam1 + "_.xml";
						
		try{
			clientContext = new SP.ClientContext.get_current();
			oWebsite = clientContext.get_web();
			oList = oWebsite.get_lists().getByTitle("RecType SubType");   
			
			var FoundFile = CheckForDoc(sfileName, false);
			var newTemplate = 
			'\n<?xml version="1.0" encoding="utf-8"?><?mso-infoPathSolution name="urn:schemas-microsoft-com:office:infopath:RecType-Audits:-myXSD-2017-07-01T00-23-25" solutionVersion="1.0.0.502" productVersion="16.0.0.0" PIVersion="1.0.0.0" 

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…

I have 2 forms for 1 workflow. When I run form A, the workflow runs successfully. But when I run form B, the workflow seems to stuck in In-Progress. Please could someone help and tell me why this happens and what I can do for future occurrence? Thanks Augustine

I have an InfoPath form with a repeating table which has a dropdown.  I can add rows and set different values per row dropdown and save and reload the xml document and the rows and values are there.

I need to be able to do three things with the repeating table:
Read the rows and specifically the value of the dropdown
Add rows and set the value of the dropdown
Modify a row and set its value of the dropdown

I need to do all this within a Nintex Workflow.

Please advise.

Hi all Am working on SharePoint 2010. I have created a InfoPath form through list. I am trying to implement "Save and Continue" while the form is open and continue my work saving the information I have entered in the form. Everything works fine for the first click on Save and Continue. But when I try to do some changes and click on the "Save and Continue" it throws me the below error. " The form cannot be submitted. Save Conflict. Your changes conflict with those made concurrently by another user. If you want your changes to be applied, click Back in your Web browser, refresh the page, and resubmit your changes." Can some one suggest me on this. I am not a pro in InfoPath forms and trying to explore more and learn things. thanks all.

I have an InfoPath form with a section with repeating tables and it works up to a point.  But some of the columns share the same values when I change them on a row.

Here is the design view:

Here is at runtime:

Please advise/point me to some useful samples/tutorials on this.

I have a "Start Date" column that is a single line of text and displays a value from an InfoPath date control .
In a workflow, I need to compare that value with "now" and if it is greater than or equal to "now" initiate a task.

The Now workflow variable gets it's value at the start of the WF as follows:
Set "CurrentTime" to Current Item:Modified and has the value in the format m/d/yyyy hh:mm A.
The "Start Date" column show the date string as yyyy-mm-dd

As a result of these differences, they never compare equal.

So,  I tried to build a Year variable, a Month variable and a Day variable from the Current Item:Modified column as follows:

1. Copy from Current Item:Modified, starting at 1 for 4 characters (Output to Variable:CurrentYear)
2. Copy from Current Item:Modified, starting at 6 for 2 characters (Output to Variable:CurrentMonth)
3. Copy from Current Item:Modified, starting at 9 for 2 characters (Output to Variable:CurrentDay)

Thinking I can build a string in the format yyyy-mm-dd and then use that for compares.  I don't find a way to build this string nor am I sure if my approach will work.

Any advise on this would be appreciated.

I successfully created a content type to be used for an InfoPath Form Document Library. However when I try to link that content type to the document library, I do not see "Add from existing site content types" link in the library settings. I checked various other places throughout the site and this link is not available in any library settings. Can someone explain?

When starting to use infopath, the idea was to ensure that information was submitted so that only a selection of people can view the data on a database. The database is located on another folder that has to have access granted by IT. The issue is that no one but those who had access to the database folder could submit data. I have had to move the database into an accessible area which was not the reason I went along the infopath route.
Any help??

I have been looking hi and low to auto populate user name and department in InfoPath browser form from several sources available
I tried User Profile Service but since Microsoft made it difficult in 2013 version and I am not an admin on the host I can't use this.
 I also tried User Information list. It worked perfectly in InfoPath preview but came up empty when I published the form.

So I tried to use JQuery and SP services. I captured all info in alarms correctly but cant figure out how actually place it in form controls. I use text boxes for all.
<script src="/sites/MySite/SiteCollectionDocuments/jQuery/jquery-1.8.2.min.js" type="text/javascript"></script><script src="/sites/MySite/SiteCollectionDocuments/jQuery/jquery.SPServices-2014.01.min.js" type="text/javascript">
</script><script type="text/javascript">

$(function() {        
     var thisUsersValues = $().SPServices.SPGetCurrentUser({
      fieldNames: ["Title", "EMail", "Office", "WorkPhone"],
      debug: false
});
alert(thisUsersValues.EMail);


alert(thisUsersValues.Title);
alert(thisUsersValues.Office);

alert(thisUsersValues.WorkPhone);

$('textarea[title="WorkPhone"]').thisUsersValues.WorkPhone;
$('input[title="WorkPhone"]').thisUsersValues.WorkPhone;
});
</script>

hi!
There are a lot of info on Internet about auto populating the InfoPath form with information pulled via SOAP Web Server from UserProfileServices. Unfortunately I get error message:
An error occurred accessing a data source.

An entry has been added to the Windows event log of the server.

Log ID:5566

Looking for a solution I found that I need to change data in Administration of the site which I can't do.

I tried to auto populate user information (Name, phone, email) by using User Information List from my site. It does populate my info in the NewForm but everybody else gets my name too instead of theirs.

Why does it happens?