Qdabra qRules

Re: SaveToSharepoint

jonathanm — Sun, 23 Jan 2011 11:21:06 GMT

Thanks for the reply. I'll give it a go.

Jon

Re: SaveToSharepoint

Ted Fitch — Sat, 22 Jan 2011 00:21:36 GMT

Hi jonathanm,

You can actually use qRules to write the meta data to your columns in the document library. It would basically use 2 of the commands in qRules to accomplish this, the command to upload the file attachment to the library and then another command to write the meta data from you form you want in the SharePoint columns.

We do offer a trial version of qRules so you can try it out yourself: http://www.qdabra.com/en/products/download/qRulesTrial.aspx

Ted

Re: SaveToSharepoint

jonathanm — Thu, 20 Jan 2011 08:34:57 GMT

Did you manage to use InfoPath/qRules successfully for your project? I'm about to start a project with a similar requirements. We need a way to preload/reserve a set of documents in a library. I was thinking about using InfoPath as an interface to drive the logic. Reading your post it seems that the documents can be saved but no specific metadata/filenames can be applied. Any creative ideas using InfoPath and qRules would be appreciated :-)

Re: SaveToSharepoint

dsnightthunder — Wed, 15 Dec 2010 14:06:08 GMT

Well, I guess it was pretty dumb not to set the query field, huh???

It now works perfectly! When we figure out how to use all this to meet our objectives, we will let you know.

Thanks so much for your help!!

Re: SaveToSharepoint

Hilary Stoupa — Tue, 14 Dec 2010 23:36:43 GMT

In this form, on the qRulesLink field, you no longer have the rule to set the URL field of the GetItem data connection with the value from the field.

For this to work, you need a rule with three actions. This rule needs to be set on the qRulesLink field. The actions need to be in the order I'm putting them in below:

Set URL from the query fields of GetItem Data Connection to the value of qRulesLink.
Query with the GetItem Data Connection.
Set the id field = @Value[@InternalName = "ID"]

If this were my form, I'd also set a condition on the rule to run only when the qRulesLink field was not blank.

Re: SaveToSharepoint

dsnightthunder — Tue, 14 Dec 2010 19:31:05 GMT

Re: SaveToSharepoint

Hilary Stoupa — Tue, 14 Dec 2010 18:50:14 GMT

The rule should work on the qRulesLink field. Please attach your template where you've tried this so I can take a look.

Re: SaveToSharepoint

dsnightthunder — Tue, 14 Dec 2010 18:48:43 GMT

Oh, it wouldn't let me attach a Word file?

Re: SaveToSharepoint

dsnightthunder — Tue, 14 Dec 2010 18:45:22 GMT

Well, that worked!! YAY!... and yes, that is what it was doing - putting in the last ID number for all attachments...

Now I guess the user would have to click a button for each attachment??? Not so good. Hmmm. I tried moving the button out of the repeating table and placing the rules on the qRulesLink field itself, but that didn't work...

I was actually hoping I could do this on the submit button... sounds like some code would have to be written or something?

Re: SaveToSharepoint

Hilary Stoupa — Tue, 14 Dec 2010 18:09:43 GMT

Hi:

Okay, I see the rule on your link to set the URL of the GetItem data source and to run the query -- where are your rules to set the id field? I'd expect to see that as a rule right after you run the query. Instead, it seems that you are using a default value in your id field. Try removing the default value in your ID field, and instead, on your rules for the qRulesLink field, add right after the GetItems query, a rule to set the id field to the returned ID value... I have a feeling that the default value is overwriting, so that the last ID you get in GetItem is going to be the ID for all of the id nodes. Does that make sense?

Re: SaveToSharepoint

Ted Fitch — Tue, 14 Dec 2010 17:38:46 GMT

Hi Donna, I don't see any screenshots attached in that last post of yours.

Ted

Re: SaveToSharepoint

dsnightthunder — Tue, 14 Dec 2010 15:07:46 GMT

Also here are a couple of screen shots of the attachment and form libraries.

Re: SaveToSharepoint

dsnightthunder — Tue, 14 Dec 2010 15:03:32 GMT

This might explain it. The qRulesLink "field" is actually a hyperlink - but it is in a repeating table group. I tried placing a new column with the button in it, but that does not work either.

I have attached the template. The user fills out the BOC Mtg Date, Type of Agenda Item, Contact Name info - then adds attachments and clicks submit. The form goes to one library and the attachments go to another. The form stays open to receive back the attachment links.

If the folks I am doing the form for wanted to open their attachments from the form - we would be done... They want to be able to edit the attachment documents as separate files, so they can do check out, versioning, etc.... The attachments, however, still need to be linked to the form from which they originated visually.

I thought if I could capture the id's of the attachments, I could write a workflow to handle keeping the attachments linked to form in some way. I have already tried everything I can think of to keep the attachments and the form together and separate at the same time...

If I put the attachments in a list, I can write the necessary metadata (BOC Mtg Date, Agenda Item Type, Agenda form unique ID number) out to the list, but I cannot do check out from a list...

If I write the attachments to a library, I cannot write the necessary metadata to keep it with the form or sorted in the same fashion as the forms.

I just wish I could give the attachments a name of my choosing that involves the unique Agenda form ID number or something. The random name is really problematic.

How do other folks get around this?

Re: SaveToSharepoint

Hilary Stoupa — Fri, 10 Dec 2010 22:34:11 GMT

Is your field repeating?

Can you post or send me a sample of your template so I can better understand what you are trying to do?

Re: SaveToSharepoint

dsnightthunder — Fri, 10 Dec 2010 22:27:55 GMT

I just tried it on the qRulesLink field, but the result was the same.