Qdabra qRules

Re: Save multiple documents

Marzipan — Mon, 06 Feb 2012 20:07:21 GMT

got it. Thanks

Re: Save multiple documents

Hilary Stoupa — Mon, 06 Feb 2012 19:03:55 GMT

Here's what I did - I added another field to your Units data source called "Saved" - and moved the save logic to it. Clicking the button then sets Saved to a value of 1 - which triggers the logic. I think I left the rule setting the Unit Count on there - you won't need that any more.

So, this means you'll need a helper field of some kind on your secondary data source - if it is a SQL data source, you can use a view to include a blank column. Or if there is another field that you don't need the data for, you can repurpose it - the data remains unchanged at the source, so no need to worry about changing it.

Re: Save multiple documents

Marzipan — Mon, 06 Feb 2012 13:04:34 GMT

I have tried to think thru your suggestion and am not getting it. I created a sample form which I have uploaded. Can you demo this using this form?

Re: Save multiple documents

Hilary Stoupa — Mon, 02 Jan 2012 17:51:33 GMT

What I'm wondering is if it would be possible to add another field to your repeating group - called "Save" or something, set to False by default. The rule that would save the unit as a form could be set on that field - when True, the rules execute. The button then, sets that field to True - since the button is outside of the repeating group, this would set every instance of Save to true - then each instance would execute its own rule to save with. I think this would work around the maximum actions issue.

Re: Save multiple documents

Marzipan — Mon, 02 Jan 2012 13:24:10 GMT

The number of units would vary.

I have set the form up so it copies 10 units each tim the button is selected. However, I don't think this is a good long term solution.

Re: Save multiple documents

Hilary Stoupa — Wed, 28 Dec 2011 22:17:15 GMT

Is 25 a set number? Or will it vary? I'm wondering if there may be a way for you to use two counters, one for half the submits, another for the other half....

Re: Save multiple documents

Marzipan — Thu, 22 Dec 2011 18:35:21 GMT

I have this working except I have 25 units and I get the following error when the interation gets to 16:

An error occurred in the form's rules or code. The number of rule actions or the number of calls to the OnAfterChange event for a single update in the data exceeded the maximum limit.

The rules or code may be causing an infinite loop. To prevent this, ensure that the rule action or event handler does not update the data which causes the same rule action or event handler to execute.

Any way to allow for a greater number?

Re: Save multiple documents

Hilary Stoupa — Tue, 13 Dec 2011 15:43:47 GMT

Looks like qRules 3.4, which will be released soon, has this feature - a new SaveToPath command.

Re: Save multiple documents

Hilary Stoupa — Fri, 09 Dec 2011 23:46:10 GMT

Oh - yes, I'd made some assumptions, that you would be submitting your forms. There is, to my knowledge, no way to save via a rule. We'll have to consider that for a future qRules add.

Re: Save multiple documents

Marzipan — Fri, 09 Dec 2011 18:58:06 GMT

Hilary Stoupa:

Oh - Interesting.

So, I don't even think you'd necessarily need qRules for this.

But what you do need is to know how many rows there are in your secondary data source, and a way to loop through tehm.

I'd have a field (probably in an XML secondary data source) that I'd use for my counter. The rules would be something like this:

Set the counter to the count of the rows from the 2DS (secondary data source).

Copy values from the row that matches the counter into the main data source (i.e. Units/RepeatingRow[number(Util/Counter)]/UnitName)

Set a field's value that you will be using in your submit data connection to the correct name (i.e. concat("PurchaseForm_unit", Util/Counter)

Submit

Set the counter to counter - 1

So, let's see - the logic from steps 2-5 would need to be on the counter field. You'd want a condition of Counter > 0.

And then the action to set the counter could be on whatever makes sense in your form.

Let me know if you need more info or if I've been unclear.

..............

Getting back to this, I am trying to save to a file location. I know I can use setsave in qrules to set the location, how can I save in a rule?

Re: Save multiple documents

Marzipan — Thu, 01 Dec 2011 17:35:48 GMT

Thanks, that gives me enough to get started.

Re: Save multiple documents

Hilary Stoupa — Thu, 01 Dec 2011 17:16:04 GMT

Oh - Interesting.

So, I don't even think you'd necessarily need qRules for this.

But what you do need is to know how many rows there are in your secondary data source, and a way to loop through them.

I'd have a field (probably in an XML secondary data source) that I'd use for my counter. The rules would be something like this:

Set the counter to the count of the rows from the 2DS (secondary data source).
Copy values from the row that matches the counter into the main data source (i.e. Units/RepeatingRow[number(Util/Counter)]/UnitName)
Set a field's value that you will be using in your submit data connection to the correct name (i.e. concat("PurchaseForm_unit", Util/Counter)
Submit
Set the counter to counter - 1

So, let's see - the logic from steps 2-5 would need to be on the counter field. You'd want a condition of Counter > 0.

And then the action to set the counter could be on whatever makes sense in your form.

Let me know if you need more info or if I've been unclear.

Re: Save multiple documents

Marzipan — Thu, 01 Dec 2011 12:40:04 GMT

I would have a secondary data source called unit with 15 items. I would like to fill out the form and then save it 15 times with the unit name appended to each copy of the document.

form1_unit1.xml, form1_unit2.xml, etc.

Re: Save multiple documents

Hilary Stoupa — Thu, 01 Dec 2011 00:21:09 GMT

So - I'm sort of confused about what you are trying to do? If you simply want to fill out the template and submit it to SharePoint, you can use a formula to create the form name - more on that here: http://office.microsoft.com/en-us/infopath-help/submit-form-data-to-a-sharepoint-library-HA010107057.aspx

Re: Save multiple documents

Marzipan — Tue, 29 Nov 2011 13:30:33 GMT

I am looking for ideas on how to accomplish #3. I just wanted to state that I had qrules available.