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Currency Formatting with qRules

Last post 10-17-2012 05:18 PM by Hilary Stoupa. 5 replies.
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  • 09-12-2012 01:15 PM

    • DC Forms
    • Top 150 Contributor
    • Joined on 06-14-2012
    • Washington, DC
    • Posts 67

    Currency Formatting with qRules

    Unless another solution presents itself, I am going to have to take numeric values in InfoPath and write them to a SharePoint list (or library if qRules' SubmitToSharePointList can do it) as a string formatted as currency. The SharePoint column will be mapped to a MS Word document content control.

    E.g. in InfoPath the value is 4999998.52694 and I need to write to SharePoint $4,999,998.53. -5.14300 would be ($5.14). The actual value is used for calculations while the formatted value is user friendly.

    Can this be easily done with qRules 4.2? If not, can this be taken as a feature request?

  • 09-12-2012 02:19 PM In reply to

    Re: Currency Formatting with qRules

    It shouldn't be a problem to write your decimal to a string type in SharePoint - are you having an issue with this? If so, can you please provide some details on the error?

    Hilary Stoupa
    Qdabra® Software/ InfoPathDev.com
    The InfoPath Experts – Streamline data gathering to turn process into knowledge.™

  • 09-12-2012 03:22 PM In reply to

    • DC Forms
    • Top 150 Contributor
    • Joined on 06-14-2012
    • Washington, DC
    • Posts 67

    Re: Currency Formatting with qRules

    It is not simply a matter of writing a numeric value to a string. I need to add the dollar sign, thousands separator, round the decimal to varying places, and indicate negative numbers with parentheses.

    Both InfoPath and SharePoint can display somewhat nice looking numbers to the user while the raw data remains behind the scenes, but when the raw values make it into MS Word's content controls the numbers are ugly as there are no formatting options available in Word.

  • 09-12-2012 04:09 PM In reply to

    Re: Currency Formatting with qRules

    I don't mean to be oversimplifying. I guess it seems to me that if your IP data is a decimal (formatted as currency) and submits to a currency column in SharePoint....

    Wait - I think I get what you are saying now - the issue is from SharePoint to Word? And you are wondering if we have a qRules command that could take a number and format it as currency, then you could submit that to SharePoint so that your number was already nicely formatted. We don't - we have a format date function, but formatting a number had never occurred to me. I'll put in a feature case for the next release - that is a great idea for a command!

    Hilary Stoupa
    Qdabra® Software/ InfoPathDev.com
    The InfoPath Experts – Streamline data gathering to turn process into knowledge.™

  • 09-13-2012 06:35 AM In reply to

    • DC Forms
    • Top 150 Contributor
    • Joined on 06-14-2012
    • Washington, DC
    • Posts 67

    Re: Currency Formatting with qRules

    Yes, the issue is from SharePoint to Word. A formatting command for numbers (especially currencies) would be great.

    InfoPath supports currency formatting of fields on display, SharePoint supports currency formatting of colums on display, Excel supports currency formatting of cells on display, but Word does not support currency formatting of content controls on display.

    I'm going to emphasize content controls. There is a trick, or two, to format fields and cells in Word for currency formats but these don't work for content controls. The only data type Word content controls support formatting for is dates.

    The blog post List fields + Workflow = controled Word document [SIC] outlines what I am doing, though I'd like to skip the intermediary list and workflow step and have qRules write fields directly to the document library. (Document libraries are lists after all. Fingers crossed.)

    Yes, I'm holding MS to the marketing pitch of "no code" and "composite" solutions by building mash up applications using MS products.

  • 10-17-2012 05:18 PM In reply to

    Re: Currency Formatting with qRules

    Hey, so you know... this will be in the next release of qRules - v4.3.
    Hilary Stoupa
    Qdabra® Software/ InfoPathDev.com
    The InfoPath Experts – Streamline data gathering to turn process into knowledge.™

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