Newbie Questions

Re: InfoPath Help.

Errorist — Thu, 07 Dec 2017 21:47:40 GMT

Hey, I have it pretty close to figured out. I used the secondary data source and edited it slightly. The only problem I'm seeming to run into is on weekdays (M-F) when Craig leaves at 14:30, and until 15:30, it isn't populating any employee. However, when Desmond/Bryan leave at 15:30, it populates correctly with Bob taking over until he leaves at 16:30. Any insight into this? I've attached the schedule.

Re: InfoPath Help.

Hilary Stoupa — Wed, 06 Dec 2017 15:43:11 GMT

The data is in an XML file. You can go to Data on the ribbon, select Resource files, and then export, edit and re-add the file.

Re: InfoPath Help.

Errorist — Wed, 06 Dec 2017 14:51:46 GMT

Where is the outside data coming from and how do I open the data to edit it?

Re: InfoPath Help.

Errorist — Mon, 04 Dec 2017 22:54:14 GMT

Hey Hilary, thank you very much for sticking with me. I will try to learn how the secondary and primary data points interact. Attached is what I came up with on my own. I changed the airport selection from a drop-down menu to option buttons. It seems to be working slightly, but seems to mess up. I have been trying to use a "count" system, with the correct worker being displayed if their count is highest, so I've been using a Field +1 or Field -1 depending on which day it is, the time, the airport, etc. Like I said, it is working a portion of the time, but it falls apart if you keep pressing buttons on the form - I'm not sure which part is broken. I abandoned the Secondary TSS-E to make it less cluttered, I can focus on the Primary for now. Let me know if you have any thoughts and I really do appreciate it.

Re: InfoPath Help.

Hilary Stoupa — Mon, 04 Dec 2017 22:28:00 GMT

Here's a copy of your form using an XML resource file for the secondary data. I'm not sure how the "secondary" person is supposed to work - I just added my best guess. Right now the formatting rules are set to highlight rows rather than hide them, so you can see what rule is doing what. :)

Re: InfoPath Help.

Hilary Stoupa — Mon, 04 Dec 2017 16:28:09 GMT

I started re-working your form w/ an XML data source, but haven't had a chance to finish that yet. How often do these schedules change? If they change frequently, I'd probably use a SharePoint list for the secondary data. There are lots of tutorials online for getting data from a list in InfoPath - so you may want to take a look at one of those. Here's one: https://support.office.com/en-us/article/Add-a-data-connection-to-a-SharePoint-document-library-or-list-3233d77d-95af-4245-a124-dca2f6d5d02e

Re: InfoPath Help.

Errorist — Mon, 04 Dec 2017 16:10:38 GMT

I've been trying to figure out how to use the secondary source, or even compile the secondary source and have not gotten close to an answer.. Any tips?

Re: InfoPath Help.

Errorist — Sat, 02 Dec 2017 01:14:57 GMT

I'm totally open to any ideas of how to get it done. I'm just pretty new at this and am unsure of a lot.

Re: InfoPath Help.

Hilary Stoupa — Fri, 01 Dec 2017 20:33:23 GMT

This just seems so unwieldy. I took another look at it, and it seems like with this approach you are going to end up with a TON of these sections. Wouldn't it be easier to have this info in a secondary data source, and just have a rule to hide rows that don't apply?

Re: InfoPath Help.

Errorist — Fri, 01 Dec 2017 17:01:34 GMT

That would be great, thanks.

Re: InfoPath Help.

Hilary Stoupa — Fri, 01 Dec 2017 16:52:55 GMT

I see. So based on just time and day, many sections might show, but if you select the airport, only one section would show? I can try to take another whack at it - it will be later today.

Re: InfoPath Help.

Errorist — Fri, 01 Dec 2017 16:32:43 GMT

I apologize, it's hard for me to explain. I can't do a blanket hiding of a section based on airport alone, because there are some situations where Desmond may have to respond to Madison because it's before Craig's shift starts, etc. So I was hoping to have the airport selection be the ultimate tie breaker. For instance, noon on Thursday, it could be Craig or Desmond - until Milwaukee is selected, then it's Desmond for sure. It's hard to explain.

Re: InfoPath Help.

Hilary Stoupa — Fri, 01 Dec 2017 16:23:58 GMT

I included airport in the formatting on the first section?

Re: InfoPath Help.

Errorist — Fri, 01 Dec 2017 16:21:59 GMT

Thanks for the reply, Hilary. Do you have any idea how I could make it select the correct person(based on a sort of tiebreaker based on airport selected) that would choose the correct person if their days off and times work intersect.

For example, a call is placed on Thursday at 1200 in Milwaukee. The days off and shifts would allow for Bob, Craig, or Desmond to be selected, but I'd like it to choose Desmond, as he is located at the airport calling.

Re: InfoPath Help.

Hilary Stoupa — Fri, 01 Dec 2017 15:42:57 GMT

Okay, I only did the first section, and I set it to highlight instead of hide (so you can see how it would hide based on different day / time combos). Save the attached locally, right click and select design, then preview to try it. Since we need more than 5 conditions for hiding, I did use an expression for the last condition....