InfoPath Dev

Hello everybody

Infopath is absolutetly new for me and I have a probably simple question (and sorry for that):

I created a new form with a save-button. Now I want that when somebody saves the form, the file-name is equal to a field-name.

Can somebody help me with that?

Thx in advance.

Regards,
Marcel

Hello,

When you create the data connection to submit to SharePoint you will be asked to provide the name for the form. In that screen, you can select a field from your form. Step by step at this link.

Good luck!

Hi Ernesto

How to save and publish the form is clear for me. But after in the Sharepoint if somebody from the company clicks on "new", fill out the form and he saves at the end, I want that the file-name is equal to a field. Is that possible?

Thx a lot for your help.

 Cheers,

Marcel

Hi Marcel,

So, to be clear, the question concerns Save / Save As, and not submitting via a data connection, is that correct?

Exactly, somebody clicks on save and it takes the file-name from a field...

I don't think this is possible out of the box. You might be able to accomplish it writing your own custom code. For example, using qRules we can suggest a filename and filepath for Save and Save As, but this is just a suggestion and the user can overwrite it.

I wrote this code:

            Dim PositionName As String
            Dim InnovationUnit As String
            Dim SaveFile As String
            PositionName = value_fied108
            InnovationUnit = value_fied109
            SaveFile = PositionName & InnovationUnit
            SaveAs(SaveFile)

 Everything is working, but I don't how to fill PostionName & InnovationUnit with the values from the fields in Infopath...any idea?

 Hi, try to replace

PositionName = value_fied108
InnovationUnit = value_fied109

by 

PositionName = thisXDocument.DOM.selectSingleNode("XPATH").text

InnovationUnit = thisXDocument.DOM.selectSingleNode("XPATH").text

Xpath is the path of your field you have to replace XPATH by your xml xpath value, to copy it, Right click on your field on the datasource and select copy xpath.

Hi & thx for help!

I just inserted your code and I got the message--> Name 'thisXDocument' is not declared, any idea? I think this is the last think I need to know....

Dim PositionName As String
Dim InnovationUnit As String
Dim SaveFile As String
PositionName = thisXDocument.DOM.selectSingleNode("CTRL166").text
InnovationUnit = thisXDocument.DOM.selectSingleNode("CTRL167").text
SaveFile = PositionName & InnovationUnit
SaveAs(SaveFile)

Ok you probably use vb2007 try

MainDataSource.CreateNavigator().SelectSingleNode("xpath", NamespaceManager).Value

I notice that your xpath is probably bad it must look like something like :/my:myFields/my:Field1

Hi Potenkim

First of all thx for your great help!

I tried to insert this code like you told me:

Dim PositionName As String
Dim InnovationUnit As String
Dim SaveFile As String
PositionName = MainDataSource.CreateNavigator().SelectSingleNode(":/my:myFields/my:Field108", NamespaceManager).Value>
InnovationUnit = MainDataSource.CreateNavigator().SelectSingleNode(":/my:myFields/my:Field109", NamespaceManager).Value
SaveFile = PositionName & InnovationUnit
SaveAs(SaveFile)

--> I got an error message-->  ':/my:myFields/my:Field108' has an invalid token.

Details of error:

System.Xml.XPath.XPathException was unhandled by user code
  Message="':/my:myFields/my:Field108' has an invalid token."
  Source="System.Xml"
  StackTrace:
       at MS.Internal.Xml.XPath.XPathScanner.NextLex()
       at MS.Internal.Xml.XPath.XPathScanner..ctor(String xpathExpr)
       at MS.Internal.Xml.XPath.XPathParser.ParseXPathExpresion(String xpathExpresion)
       at MS.Internal.Xml.XPath.QueryBuilder.Build(String query, Boolean allowVar, Boolean allowKey)
       at MS.Internal.Xml.XPath.QueryBuilder.Build(String query, Boolean& needContext)
       at System.Xml.XPath.XPathExpression.Compile(String xpath, IXmlNamespaceResolver nsResolver)
       at System.Xml.XPath.XPathNavigator.SelectSingleNode(String xpath, IXmlNamespaceResolver resolver)
       at _20100916_Competency_Catalogue.FormCode.CTRL195_5_Clicked(Object sender, ClickedEventArgs e)
       at Microsoft.Office.InfoPath.Internal.ButtonEventHost.OnButtonClick(DocActionEvent pEvent)
       at Microsoft.Office.Interop.InfoPath.SemiTrust._ButtonEventSink_SinkHelper.OnClick(DocActionEvent pEvent)

Incredible ;) any idea...?

 Hi

You could try this code with an OnSaveRequest - Tools, Form Options, Open and Save, Save using custom code - it works for me and you may be able to adapt it for your button.

 Sub XDocument_OnSaveRequest(eventObj)

Dim PositionName

Dim InnovationUnit

Dim SaveFile

PositionName = XDocument.DOM.selectSingleNode("//my:myFields/my:field108").text

InnovationUnit = XDocument.DOM.selectSingleNode("//my:myFields/my:field109").text

SaveFile = PositionName & InnovationUnit

If XDocument.IsNew = True or eventObj.IsSaveAs = False then

If eventObj.IsSaveAs = True then

XDocument.UI.SetSaveAsDialogFileName(SaveFile)

End If

eventObj.IsCancelled = eventObj.PerformSaveOperation

eventObj.ReturnStatus = True

Else XDocument.UI.Alert("The 'Save As' function is disabled for existing forms.")

End If

End Sub

Gary