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Help with Multiple Department data connections:

Last post 02-17-2015 11:47 AM by DLomba. 10 replies.
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  • 02-13-2015 08:14 AM

    • DLomba
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    Help with Multiple Department data connections:

    (Using Sharepoint infopath form services & infopath 2007) So I've created a Vacation Request form for my department, with many sub departments, each with their own supervisor who'd approve these forms. I've created a standard Submit button which sends the form to each departments Form Library in Sharepoint. The trouble is: once I created the Approve/Deny buttons (using rules and custom codes), the same data connections don't work the same. Even though the rules are the same, instead of sending the form to each departments Form Library, it sends it to the main published form library. Sure, it changes the status to "approved" but the requests in each departments library remains there as Pending. Also, if this helps: when it's approved and uploaded to the main published form library, it loses it's concat formatting. This is holding up my process, and any help would be GREATLY appreciated. Cheers, Derek
  • 02-13-2015 08:24 AM In reply to

    Re: Help with Multiple Department data connections:

    Hi - I don't what "loses its concat formatting" means - but I'd be happy to take a look at your rules & see if I can see what's happening. You can attach your form to the Options tab in a reply.

    Hilary Stoupa

  • 02-13-2015 08:49 AM In reply to

    • DLomba
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    Re: Help with Multiple Department data connections:

    Hi Hilary, thanks for your prompt reply. When the form is approved and resubmitted, it loses it's file name and shows as: "concat(EmployeeName_ ____ FirstDayofET_ ____ Department).xml" but the filename formating works fine on the first submit. I've attached the file, thanks!
  • 02-13-2015 10:14 AM In reply to

    Re: Help with Multiple Department data connections:

    Okay - so for your Submit button - that button is set as "Submit", not "Rules and Custom Code" - so it runs the rules you have in the Form Submit rules - which are all those rules that send the form to the right department library. Oh - I just noticed your warning at the bottom of the form - Honestly, I'd just copy those submit rules to the Approve and Deny buttons so the user doesn't have to be counted on to hit two buttons (or I'd change Approve / Deny to something other than a button, so you don't need to warn them).

    At any rate, right now if they click the Approve button, it will set the submit status to Approved and then hide the submit button? Or are you then using the "Submit" button in the ribbon after clicking Approve or Deny?

    Your "CNY" data connection has the formula entered directly in the filename field - so it isn't getting evaluated. Actually - most of your submit connections have this error. You'll want to put that concat statement in the formula editor dialog.

    Hilary Stoupa

  • 02-13-2015 10:37 AM In reply to

    Re: Help with Multiple Department data connections:

    Oooh, just realized something else too - in your submit rules you set the status to Pending - so isn't that getting reset every time they actually submit? It gets set to Approve, then when they click the Submit button it goes back to Pending?

    And you have a rule on the SubmitStatus field that resubmits the form - that may be the submit you are seeing back to the original library?

    Hilary Stoupa

  • 02-13-2015 10:42 AM In reply to

    Re: Help with Multiple Department data connections:

    Here is a copy of your form w/ some minor edits - I added a new view to show you the approach I would probably take, with submit status set to Pending by default and some radio buttons that the manager can use to change it to Approved or Deny. Save the template locally (don't overwrite the one you are working on, of course) and then right click to open in design mode.

    Hilary Stoupa

  • 02-13-2015 10:58 AM In reply to

    • DLomba
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    Re: Help with Multiple Department data connections:

    Hilary, with your edits, how would I change the binding so that the status of the form in the sharepoint column changes? You've been a great help!
  • 02-13-2015 11:08 AM In reply to

    Re: Help with Multiple Department data connections:

    Well - in my view, I'm still using the exact same field you were setting with the button! So you shouldn't have to change the promoted properties at all - my option buttons are leveraging the exact same field you were using already. :)

    Hilary Stoupa

  • 02-13-2015 12:45 PM In reply to

    • DLomba
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    Re: Help with Multiple Department data connections:

    Thanks to your help I've fixed the issue of it going to the wrong library, but the column "approval status" stays set to "pending," but if I reopen the form, it clearly says Approved. This is driving me nuts
  • 02-13-2015 02:55 PM In reply to

    Re: Help with Multiple Department data connections:

    You did remove the rule in the Submit rules that sets the field to Pending, right?

    Hilary Stoupa

  • 02-17-2015 11:47 AM In reply to

    • DLomba
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    Re: Help with Multiple Department data connections:

    Correct, I'm all set! Thanks a million.
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