InfoPath Dev

Hello,

I have built 2 filters for Sharepoint Form library.  An infopath form is linked to the library.

I am trying to filter only current month data. The filter is allowing backdated and future dated transactions to be viewed.

This is the logic that I am using for the filters.  Can someone suggested a different approach?

1.  Bound Log Current Month Filter

Show items only when the following is true:

                                Show the items when column

Start of Effective Month

                                is less than or equal to Today
                                And

When column

                                End of Effective Month

                                is greater than or equal to Today

                                And       

                                When column

                                Start of Genius Booking Month

                                is less than or equal to Today

                                And

                                When column

                                End of Genius Booking Month

                                is greater than or equal to Today

                                And

                                When column

                                Status

                                is equal to Renewal – Booked

                                Or

                                When column

                                Status

                                is equal to Renewal – Policy Issued

                                Or

                                When column

                                Status

                                is equal to New Bus – Booked

                                Or

                                When column

                                Status

                                is equal to New Bus – Policy Issued

                                Or

                                When column

                                Status

                                is equal to Mid Term End – Booked

                                Or

                                When column

                                Status

                                Is equal to Mid Term End - Issued

2.  Non Renewal Listing Current Month Filter

Show items only when the following is true:

Show the items when column

Start of Expiring Policy Month

is less than or equal to Today

And

When column

End of Expiring Policy Month

is greater than or equal to Today

                And

                When column

                Status

                is equal to Renewal – Lost

                Or

Status

is equal to Renewal – Sub Recd

When column

Status

is equal to Renewal – Awaiting Sub

Or

When column

Status

is equal to Renewal – Quoted

Or

When column

Status

is equal to Renewal – Non Renewed

Or

When column

Status

is equal to Renewal – Closed

Date Only Data Types

1.  Start of Effective Month: =DATE(YEAR([Bound Effective Date]),MONTH([Bound Effective Date]),1)

2.  End of Effective Month: =DATE(YEAR(Bound Effective Date]),MONTH([Bound Effective Date])+1,1)-1

3.  Start of Genius Booking Month: =DATE(YEAR([Genius Booking Date]),MONTH([Genius Booking Date]),1)

4.  End of Genius Booking Month:  =DATE(YEAR([Genius Booking Date]),MONTH([Genius Booking Date]),MONTH([Genius Booking Date])+1,1)-1

5.  Start of Expiring Policy Month: =DATE(YEAR([Expiring Policy Expiry Date]),MONTH([Expiring Policy Expiry Date]),1)

6.  End of Expiring Policy Month: =DATE(YEAR([Expiring Policy Expiry Date]),MONTH([Expiring Policy Expiry Date])+1,1)-1

Here's one different approach: save the forms to SQL and add a data view web part to SharePoint that filters the rows based on your criteria. You can use SharePoint Designer to configure the data view web part.

Here's another idea: create an InfoPath filter form that is a view on your SharePoint library (it's a dashboard). Use Qdabra's DBXL to QuerySharePoint and specify a complex XML query like you have above. This is easy to do and very performant. Note: Qdabra pays for this free forum.