Subtract Approved Form Value from Secondary Data Source SharePoint List Column - InfoPath Dev
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Subtract Approved Form Value from Secondary Data Source SharePoint List Column

Last post 02-05-2024 05:04 AM by LaceM. 2 replies.
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  • 02-01-2024 10:18 AM

    • LaceM
    • Not Ranked
    • Joined on 01-28-2021
    • Posts 6

    Subtract Approved Form Value from Secondary Data Source SharePoint List Column

    Banging Head against the wall.... I have an InfoPath 2013 Form that customers request supplies from that saves to a SharePoint list. The form has a repeating table that is linked to a secondary data source (SharePoint List) that contains an inventory of supplies The customer selects a "Nomenclature" from a dropdown list (secondary data source) their selection inputs a default value of 3 repeating table fields (items ID #),(Cost), (UOM). The customer then inputs the quantity they are requesting of that item. When they submit the form it is sent for approval - once approved I would like to subtract the quantity requested of each Items ID# from the secondary data sources quantity on hand field. Is this a rule I can add to the "Approved Button" if so a little guidance would be greatly appreciated, been working with so many formulas and rules that Im feeling stumped. Thank you
  • 02-01-2024 12:36 PM In reply to

    Re: Subtract Approved Form Value from Secondary Data Source SharePoint List Column

    Unfortunately, InfoPath doesn't support updating secondary data sources out of the box. There are techniques for doing this - much depends on whether you are using SharePoint on-prem or online. There are also third party tools (my company makes some) that can do this. If you are using SharePoint on-prem I can point you to some instructions for doing this using SharePoint SOAP web services. If you are using SharePoint Online, you might be able to use Power Automate for this - you can read the XML in Power Automate and then use that data to update your other list.
    Hilary Stoupa

  • 02-05-2024 05:04 AM In reply to

    • LaceM
    • Not Ranked
    • Joined on 01-28-2021
    • Posts 6

    Re: Subtract Approved Form Value from Secondary Data Source SharePoint List Column

    Thank you! I am using SharePoint Online, but the version I am using does not utilize Power Apps. I will have to look at other methods - maybe move the running total to the list my form saves too and until then I will do it manually
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