Qdabra qRules

Re: Using QRule to Keep our library fourm and list in sync

Hilary Stoupa — Mon, 27 Feb 2012 16:38:33 GMT

I'll get Marci in touch with you.

Re: Using QRule to Keep our library fourm and list in sync

Glebron — Mon, 27 Feb 2012 14:24:25 GMT

Genius! I believe this is going to work out, Just a few more things I need the form to do with auto populating of serial numbers and field locking after Submit.

But I guess I am going to need the full version of qRules. Can someone Contact me or should I order online? I had a question on the hr of support.

Re: Using QRule to Keep our library fourm and list in sync

Hilary Stoupa — Fri, 24 Feb 2012 22:30:29 GMT

Oh, sorry!

Okay, so in my copy that I reattached to the forum post, I'd already changed the mapping file to use the new repeating table in the main data source for the submit to the ShP list - and I'd changed the command to use the ID field in that repeating group - /id=my:ID. It needs to be a relative path now, because the mapping file is submitting the repeating table data....

Re: Using QRule to Keep our library fourm and list in sync

Glebron — Fri, 24 Feb 2012 20:32:51 GMT

Hello Hilary,

Ok so after 3 Red bulls. I found you added and extra u in SO number in your concat command. No big deal i just cant seem to stay in my seat for more than 15 mins at a time:)

I moved the Rule out of the button and to the SO picker everything seems to work now. The info is automatically copied to my Main Repeating table

now I know I have to use the id to link because i want to use existing data so I added your ID line

SubmitToSharePointList /submit=updatelistSubmit /mapping=mapping /id=/my:myFields/my:field8 an recive this error

Failed to select node for SharePoint List Id

Do I have to add field8 to my repeating table?

Re: Using QRule to Keep our library fourm and list in sync

Glebron — Thu, 23 Feb 2012 16:19:28 GMT

Yes. I choose a SO# it populated my 2ds then I hit the button and get the error.

is my assumption on the post before right?

Re: Using QRule to Keep our library fourm and list in sync

Hilary Stoupa — Thu, 23 Feb 2012 16:02:37 GMT

Did you select a sales order in your form before clicking the button? I added an XPath filter to the /rowsrc param that needs that....

Re: Using QRule to Keep our library fourm and list in sync

Glebron — Thu, 23 Feb 2012 15:23:58 GMT

I downloaded and ran the form you sent me. All I get in error is (Failed to select the source row to copy from)

Here is the formula used

concat("CopyTable /dsnamesrc=Clearmarkinfo /tablesrc=/dfs:myFields/dfs:dataFields /rowsrc=ns1:SharePointListItem_RW[ns1:sonuumber='", sonumber, "'] /tabledest=/my:myFields/my:Items /rowdest=my:Item /empty=yes")

Do i have to re-run the xml before hand?

Re: Using QRule to Keep our library fourm and list in sync

Glebron — Thu, 23 Feb 2012 15:17:12 GMT

Mornig Hilary, well it will be for you when you read this I'll be eating lunch.

So after a good night sleep this is what have

I need to have my 2ds to pull data from my SPlist
Since i want to use existing data and write back I need to move the data from my 2DS to a repeating table on my main DS (because qRules won't submit secondary data to a SharePoint list only from main)
Once the data has been copied to main it will be liked via ID and I can edit and add info as I please. When I submit it will update the list with the info and I can have it delete off the main upon save or close of the form
When I reopen the form it will repull the info from my list already updated and i can repeat these steps as many times as I want

This will work great I believe it will be a great start to my form

Re: Using QRule to Keep our library fourm and list in sync

Hilary Stoupa — Thu, 23 Feb 2012 01:57:14 GMT

Hey, I took a quick stab at this with your existing form - I added a button that (in theory) should copy your 2ds into the main, just the ones with the matching SO number. Since I can't access your data sources, I'm unable to preview and actually trouble-shoot, of course. I also manually modified your mapping to point to the new main data source repeating group I created & changed your submit command to the new field for the id. Hopefully this will help.

Re: Using QRule to Keep our library fourm and list in sync

Hilary Stoupa — Thu, 23 Feb 2012 01:39:05 GMT

Let me try again, I'm not doing a very clear job of explaining myself today.

You can keep your current 2ds connection, you'll need that. But instead of displaying the table bound to the 2ds on your form, you'll need to copy the data from the secondary data source into the main data source of your form (here's a sample form, or check the sample form that came with qRules). So that means you need to add to the main data source for your form.

When they select the sales order, you'd copy in the 2ds data to your main data source. You'll have mapped your main data source to the ShP list in the mapping tool. That's the data you'll be submitting.

I'll try to find a little time to work up a quick sample for you before the weekend, okay? I think you'll understand just fine if I show it to you, I just think it is kind of complex and I'm not explaining it well. :-)

Re: Using QRule to Keep our library fourm and list in sync

Glebron — Thu, 23 Feb 2012 01:09:47 GMT

First I want to apologize for taking up allot of your time I really appreciate it. I have been working on this project for a few weeks now and qRules seem to be my best option. I attached a picture with some data to give you a better understanding of what I want to achieve. The form comes up blank and you choose a sales order number from the drop down which auto fills all the form data from an ERP database and looks at the SharePoint list (list was auto populated before hand with SO# and Item) to give me the item numbers on the list that correlate to that sales order number the rest of the fields will be inputted by different departments as the process moves down. If I understand you right I need to delete my current 2^nd data source repeating table and create a repeating table in main, then redo my xml and links and so on but can I have qRues only pull the line that correlate with the same sales order number once the sales order has been chosen?

Re: Using QRule to Keep our library fourm and list in sync

Hilary Stoupa — Thu, 23 Feb 2012 00:08:36 GMT

Well, again, just guessing here based on your questions and what I've seen in your form....

If you want to use your form to work with existing list items, the first step is getting those list items in to your main data source. Since your main data source appears to have no repeating nodes, you'll need to add a repeating group. For simplicity's sake, I'd structure it the same as your 2DS with your existing ShP info.

Then, you could use qRules to copy your list data into your main data source using CopyTable - it is a pretty simple command to use.

From there, you could edit and submit items in your form. If you don't want to save that data in your main data source, you could use the delete command to remove it when the user submits. Then when you want to load it again, you could pull it from the list and copy it back into your main data source.

Of course, if you change your main data source, you'd need to re-do your mapping (which I know is kind of a pain - sorry about that....)

Re: Using QRule to Keep our library fourm and list in sync

Glebron — Thu, 23 Feb 2012 00:01:50 GMT

Did you fill out main data source fields that were mapped prior to submitting? I see you have a repeating table bound to a secondary data source on your form - qRules won't submit secondary data to a SharePoint list at this time - you'd need to copy the data into your main data source first. Ok i am going to try and tackle this first.

Yes you are right I created a secondary data source linked to my SharePoint list then added it to a repeating section that will only display the lines from the list that correlate to the sales order number,up top.

If I understand you correctly I can’t do this? How do I pull in the list info in to the form if I can’t use a data source?

Re: Using QRule to Keep our library fourm and list in sync

Hilary Stoupa — Wed, 22 Feb 2012 23:32:35 GMT

If you are going to work with existing list data, you'll need the /id parameter. That will need to be the full path to the field in your form's data source (as in my example above).

Then you'll need to set that field to the ID for the item you wish to update in your list.

However, it appears you selected that your data is from a repeating group when mapping - although your main data source is not repeating. In that case, you may need to use the relative path to the field you wish to use for the ID - /id=my:field8 for example.

Usually when I see blank items submitted to the list it is because the form is executing the Submit data connection rather than letting qRules handle it. I don't see that happening in your form - in fact, aside from the mapping issue, it looks to be set up correctly.

Re: Using QRule to Keep our library fourm and list in sync

Glebron — Wed, 22 Feb 2012 23:20:56 GMT

Ok so I fixed the submit and removed the id=myid in the video it said it was optional. after doing so I dont receive an error (great!) But the lines dont get updated. when I look at the list it seems to add blank lines with no data not even what i entered on the form.

Am i to asume that snice i am going to be working with exsiting data in the list that i have to get the id working?