Out Of The Box Sharepoint (?)

May 31, 2011

Infopath-fields and custom list-columns

Filed under: Infopath, Sharepoint — Peter Kruisman @ 3:25 pm

We use infopath forms in organizational processes.  One of such is part of a Sharepoint workflow. The data gathered by the workflow tasks is added to the form library.

In red the columns that are populated by the tasks

The requirement is that printing this form the additional tasks data has to be included. For this I copied the form layout and fields to a newly added form print view. In this view I added the additional fields that represents the data gathered by the tasks. After defining a data connection that includes all list columns and checking the checkbox “Include Data for the Active Form only” I matched the newly added infopath fields with the corresponding list columns.
Testing this the fields where not populated with the data. I stumbled across this posting about white spaces in the forms file name causing a failed data connection with non infopath list columns. This was not the case with our list names. Although testing this using the concat() field formula with a combination of  infopath and non-infopath listcolumns,  

In the red boxes the non-infopath list columns
The meeting title is the forms name

non-infopath fields are indeed empty if spaces were used in the forms file name:

Using a file name without spaces:

Now all referenced fields produce data.

The bonus of this test is that I discovered that using a formula solved my problem: I have now gathered non infopath data into my form.
For this to work make sure that the formula includes an infopath form field. If it only includes non-infopath fields it doesn’t gather the data.
My solution is to add a hidden empty dummy field to the infopath form and reference this in the formula, for example:
concat(@id; dummy) <- @id is the item id (non-infopath) dummy is the hidden empty infopath field.

December 29, 2009

BDC and usability

Filed under: BDC, Infopath, Sharepoint — Peter Kruisman @ 8:12 pm

I have a challenge, show the user data from two sqldb tables that should be inserted in an Infopath form. The “solution” so far is that I’ve made an adf that has association between two entities.. I’ve the actions for a detailspage  that the Infopath form uses  BUT it requires five+ actions by the users
1 – Choose a filter in bdc list webpart and add some text
2 – Choose student from the results in the bdc list webpart
3 – In the related items bdc webpart choose klas and the action(s)
4 – “”review” the details page etc.. Merely just because this page can deliver the url parameters to the form..
This is not user friendly. And the related items webpart is always showing the latest results, even when the user made a new filter request.
I’ve tried to do it all with the bdc list webpart to overcome the poor usability of the out of the box solution: Bdc list webaprt and a bdc related item webpart, details(profile) page.  The problem is that some records are not unique enough for the adf to include actions for it.
This is the problem:
student_1 – class_a [actions]
student_2 – class_a [here i want also actions but it does not show any]
student_2class_b  [here i want also actions but it does not show any]
student_3 – class_a [actions]

I’ve posted here for some guidance/ advice

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