Re: Any Idea how to accomplish this task?

paulywog — Wed, 14 Dec 2011 18:46:56 GMT

For what it is worth, I wanted to mention one approach I tried, which seemed feasible, but I couldn't get it to work.

I created a new form, based off a data connection. I added the primary key field onto the query part of the screen, and then added all three fields into the data fields portion of the screen. I created a rule at form opening that did this:

Set the primary key equal to the username of the person logged in.
Query the main data source
Check for the datafields to be non present
if the datafields are present, stop processing rules.
if the datafields are non-present:
Set the data fields to some default values
Submit the data fields using the main data source

This seemed like it would at least get me started in the right direction, but instead I get that error "The form does not contain any new data to submit to the data source."

Seems like it would contain data, since I just set the values in the rule. I know the flow is working, because I inserted test records, and then tried again without test data.

Another question that I have is this. After the query part of the opening rule, the datafields are not present on the screen, because the data returned no rows. Is there no rule that I can use to re-insert the blank row so I can automate the SUBMIT to main connection???

so confused. Thanks so much for any advice at all.

Any Idea how to accomplish this task?

paulywog — Wed, 14 Dec 2011 03:37:27 GMT

I am definitely new to InfoPath, but I am a .Net software developer. What I am finding is that, what I thought would be extremely simple in InfoPath, is turning out to be impossible for someone new to this.

All I am trying to do is this scenario:

1. User opens a Form

2. Form determines if user has a record in a table in the database using their Username (obtained from UserName function)

2a. If they DO NOT have a record, open a section in INSERTION mode and set some basic default values.

2b. If they DO have a record, open that record for edit.

The user can't have more than one record. The table is created already in SQL Server. The table has 3 columns: User ID, UpdateDate, and YesNo, all are text for simplicity. User ID us unique.

I have already spent 10 hours trying to use the form and the open rules, view, etc. to do this, and I simply can't figure it out. If anyone has some basic advice, I would love to hear it. Can you even do this? Do I have to use VB script and crawl through XML for this?

Thanks so much!! I would think this is simple, but I just can't make any progress.

Paul

Newbie Questions

Re: Any Idea how to accomplish this task?

Any Idea how to accomplish this task?