Newbie Questions

Re: how to create a consecutive/incremental number calculation??

dbeau — Wed, 21 Jan 2009 20:52:13 GMT

Well I was able to figure it out. In Sharepoint the functions were only calculating based on the items that were in the default view. So we had 2 pages of items yet only 100 items on the first 'default' page. I was able to figure this out when I decided to do a count function instead and ran into the same issue. So I was able to change the default view so that my highest PO number showed up on the default first page. That way my max function would work properly. Even if the sorting was changed. It also works to change the default number of items in the vfrom 100 to something bigger. It jsut sucks having to scroll through a ton of items.

Anyways, just thought I'd share...

Re: how to create a consecutive/incremental number calculation??

dbeau — Wed, 21 Jan 2009 16:42:45 GMT

Just confirmed that the 'max' number it is seeing is 10099. So I am able to add +1 but no more. Even if I put +10 it will still only add to 10100. Is there a character limit on what the max function can work with?

Re: how to create a consecutive/incremental number calculation??

dbeau — Tue, 20 Jan 2009 23:40:12 GMT

I apologize for resurrecting an old thread but I had this bookmarked and couldn't find any newer relatable posts.

We currently have a PO system in place where our users create new POs and I used this code (max() +1) to generate incremental PO numbers. We started at PO#9998 and we had no problem going all the way up to PO#10100 however it will not proceed past that. Any new POs that are generated are given 10100 without incrementing. Anyone have an idea on why this would be?

Thanks in advance!

Re: how to create a consecutive/incremental number calculation??

Anuma — Tue, 25 Nov 2008 05:59:53 GMT

Hi,

When you submit a form to sharepoint, sharepoint creates an ID for your form, this is a sequesnce number. What we normally in our projects is, 1. Submit the form to sharepoint 2. Get the ID created by sharepoint and set this value in the form. This is done using sharepoint "_vti_bin/lists.asmx" webservice. 3. Submit the form to sharepoint again.

Read below link to get the ID from Sharepoint.
http://www.infopathdev.com/blogs/agni/archive/2006/05/15/Query-for-Items-in-SharePoint-Form-Library-Using-GetListItems-Web-Method.aspx

Re: how to create a consecutive/incremental number calculation??

manaswita — Tue, 25 Nov 2008 05:32:29 GMT

Hi,i am new to infopath,i want ro generate automatic request number to my from,i read ur solution but Can u please tell me where can i find set condition.i am using infopath 2007.plz reply soon...

Re: how to create a consecutive/incremental number calculation??

khershey — Thu, 24 Jul 2008 13:51:12 GMT

I am trying to use Hans Andringa post. However upon submitting the first report, the ReportNumber field throws an error;

"The form cannot be submitted because it contains validation errors. Errors are marked with either a red asterisk (required fields) or a red, dashed border (invalid values).

Field or Group: my:PIR_ID (ReportNumber)
Error: Only integers allowed.

I have checked the rule, and its setting the value of the field to the number 1.

Any help is appricated, I've been looking for a solution like this (no code) for some time and it would be great if I could get it to work.

Thanks,
Kevin

UPDATE: I was able to get this partially working. There was an error in the 3rd rule, once I corrected it I was able to submit to the library correctly. Now when I try to go back and edit the form I just submitted I get an error.

Almost there...

Re: how to create a consecutive/incremental number calculation??

OddGear — Fri, 09 May 2008 16:28:54 GMT

Thanks Jon for quick response. This was just what I needed and now it´s working as expected.

Re: how to create a consecutive/incremental number calculation??

JonBoyLee — Fri, 09 May 2008 10:03:00 GMT

You can set the condition to 'number of occurences' by doing the following:

Click 'Set Condition'

Choose 'Select a field or group' from first drop down

Browse to <DATASOURCE> -> datafields -> <FORMNAME> -> ReportNumber

Click on it, then in the bottom drop down where it says 'select' choose 'Number of Occurences of ReportNum'

Choose Ok, then choose is equal to 0 and the action to set the field in MYFIELDS to being 1

Jon

Re: how to create a consecutive/incremental number calculation??

bezonato — Thu, 08 May 2008 14:19:27 GMT

Yeah I did not qute understand that. He is not setting reportnumber equal to 0. He is actually checking for how many times reportnumber occurs in the list. If it is 0 then it is set to 1. Unfortunately I dont understand how to set that condition. If you figure that out please let me know.

Re: how to create a consecutive/incremental number calculation??

OddGear — Wed, 07 May 2008 22:22:05 GMT

This very cool approach . But I must say I´m little bit confused about the condition in “Set ReportNumber For First Request” because in my test I´ve not been able to meet this condition. In the condition “ReportNumber = 0” I´m not sure whether you are using the Field “ReportNumber” or the secondary data source “Retrieve ReportNumber” column “Report_Number” ? Because if I query the SharePoint library, with no item in it, there is no result/count returned and there for never "0". Could you/someone clear this to me. I hope I´m making some sense ;)

Re: how to create a consecutive/incremental number calculation??

bezonato — Mon, 05 May 2008 19:34:50 GMT

yeah that makes sense. also could you explain what this is doing?

"Condition: Number of occurences of ReportNumber = 0 and DocumentName is blank"

I understand its for checking to see if any reportnumbers exist and if not it sets the value to one. But how would I set this in infopath. Should i just be pasting this in xpath?

Thanks. I am really new to this.

Re: how to create a consecutive/incremental number calculation??

Hans Andringa — Mon, 05 May 2008 07:36:26 GMT

That rule will indeed pull the report number from the last submitted form (if you have promoted the ReportNumber as a column). But as you can see at the condition, this is only when there is at last one report.

The rule "Set ReportNumber For First Request" is triggered when there are no reports and the ReportNumber should start at 1.

Re: how to create a consecutive/incremental number calculation??

bezonato — Thu, 01 May 2008 13:57:42 GMT

When you use the query data does it by default pull the report number from the last submitted form? Or is that specified in this bit of code?

"Set ReportNumber For Other"

Condition: Number of occurences of ReportNumber != 0 and DocumentName is blank
Action: Set a field's value: ReportNumber = xdMath:Max(xdXDocument:GetDOM("Retrieve ReportNumber")/dfs:myFields/dfs:dataFields/dfs:YOUR_FORM/@ReportNumber) + 1

Re: how to create a consecutive/incremental number calculation??

Greg Collins — Wed, 26 Mar 2008 20:30:49 GMT

A slightly different alternative to what you are doing:

1. Submit your form to SharePoint.
2. Query SP for your form and get it's unique ID.
3. Store that unique ID into your form.
4. Resubmit your form over the original submit.

Re: how to create a consecutive/incremental number calculation??

Hans Andringa — Wed, 26 Mar 2008 15:11:31 GMT

I can give you my implementation of an Unique Identifier for an InfoPath 2007 form rendered by InfoPath Form Services in MOSS2007. This implementation does not generate the ID on opening the form, but on saving. I made this choice because the ID is retrieved based on the already existing forms. And in the time between opening the form and saving the form, another customer can already save another form. Allthough it requires you to reference the form which is not possible in your case, maybe you can get some idea's from it instead.

(Don't forget to update the XPath queries to match your datasources.)

The first step you should do is creating a Field "ReportNumber" of type Whole Number (integer).
The second step is creating a Field "DocumentName" of type Text (string).
Then publish your InfoPath form to a SharePoint Document Library (i.e. "Sales Reports") and promote the field "ReportNumber".
Create a new Data Connection named "Retrieve ReportNumber" to "Receive data" from a SharePoint Library. Fill in your site URL and select the Document Library "Sales Reports" and only check the Field "ReportNumber".
Create a new Data Connection named "Main submit" to "Submit data" to a SharePoint Library. Fill in your site URL and fill in as File Name: my:DocumentName. Select "Allow overwrite if file exists".
Go to Tools - Submit Options, select "Perform custom action using Rules" and create the following Rules:

"Retrieve Last ReportNumber"

Condition: DocumentName is blank
Action: Query using a data connection: Retrieve ReportNumber

"Set ReportNumber For First Request"

Condition: Number of occurences of ReportNumber = 0 and DocumentName is blank
Action: Set a field's value: ReportNumber = "1"

"Set ReportNumber For Other"

Condition: Number of occurences of ReportNumber != 0 and DocumentName is blank
Action: Set a field's value: ReportNumber = xdMath:Max(xdXDocument:GetDOM("Retrieve ReportNumber")/dfs:myFields/dfs:dataFields/dfs:YOUR_FORM/@ReportNumber) + 1

"Insert New Form"

Condition: DocumentName is blank
Action: Set a field's value: DocumentName = concat(my:gpContactSelector/my:Person/my:DisplayName, "-", my:Global/my:ReportNumber)
Action: Submit using a data connection: "Main submit"

"Update Current Form"

Condition: Document is not blank
Action: Submit using a data connection: "Main submit".

If you got any questions, let me know.