Displaying filtered secondary data and needing to add responses to each - InfoPath Dev
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Displaying filtered secondary data and needing to add responses to each

Last post 06-10-2020 09:32 AM by Hilary Stoupa. 5 replies.
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  • 06-05-2020 04:46 AM

    Displaying filtered secondary data and needing to add responses to each

    I have a filtered view of almost 600 data rows for accreditation standards. I need to enter responses in text fields and save the entered data for analysis. I have not figured out how to have entry fields with each of the filtered sets of criteria that accept input or how to save the entries to a SharePoint list for analysis. Please help!
  • 06-09-2020 08:25 AM In reply to

    Re: Displaying filtered secondary data and needing to add responses to each

    So - writing data to a SharePoint list from InfoPath is only supported using list forms - there isn't an out of the box way to submit to SharePoint lists outside of that. You would need to either use CAML + the SharePoint Lists web service or a third party tool - and if you are using Office 365, CAML + web services won't work. Qdabra, the company I work for, has several options that may make this possible for you if third party tools are ok?
    Hilary Stoupa

  • 06-09-2020 08:50 AM In reply to

    Re: Displaying filtered secondary data and needing to add responses to each

    Hi Hilary! Thank you for your reply. So I can make a list form and simply use the data list as a data source to view the data? Will that work? The problem I'm having is that I need to add data to additional fields that are associated with each of the filtered list items (the accreditation criteria). Is there a way to use a list form to capture the responses entered by the evaluator and combine it with the filtered list of the accreditation criteria?
  • 06-09-2020 11:40 AM In reply to

    Re: Displaying filtered secondary data and needing to add responses to each

    You can display data from other lists in the same table as your main data source list, just can't edit those. So as long as your main list, that your form is connected to, has all the data the user needs to edit, you should be ok.
    Hilary Stoupa

  • 06-10-2020 03:49 AM In reply to

    Re: Displaying filtered secondary data and needing to add responses to each

    So I'm left with the problem of entering data for only specific filtered list items. How do I create entry fields for each of 50 or so views. Each filter changes the number of entry fields and they have to match the resulting filtered list. For example: I filter for a school, then for the type of method ( interview, focus group, etc.) and then for the target people/person. The result is a list of criteria that apply to that situation. I need to now have fields for each criteria to enter the findings and score and then have them associated with the original criteria number. I've been unable to create a repeating table/section that will display different entries for each criteria.
  • 06-10-2020 09:32 AM In reply to

    Re: Displaying filtered secondary data and needing to add responses to each

    Again - this may not be a good fit for a single list - I was just trying to let you know what is / is not available in InfoPath out of the box. It sounds like you have different fields needed based on other factors. If third party tools aren't an option, and if the data must go into lists (as opposed to using regular InfoPath forms that submit to a library) perhaps this needs to be split into separate lists based on the activity? In terms of filtering - if you use a list form, and set it to manage multiple items, you can leverage the query fields to only return the data you need for a specific action. But with 50 views, it sounds like what you are building is probably too complex for a simple list to support - and it seems like a lot of views for a "regular" InfoPath form as well. Could some of the views be consolidated with show / hide sections?
    Hilary Stoupa

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