Newbie Questions

Re: qrules form installation error

Hilary Stoupa — Tue, 17 Jan 2012 22:44:58 GMT

Well - I would expect the IDs to be different between the list and library - each list (a library is a type of a list) in SharePoint will have unique IDs for that list, starting at 1 and autoincrementing by 1 from there. These IDs never get re-used, so if you delete item ID of 2 from a list, you'll never have another one in that list.

I don't understand this:

Christy Rohmer:
then the workflow rewrites the form and leaves everything blank.

The workflow is creating and submitting the XML? Why is it sometimes succeeding and sometimes not? If you look at the XML (open it in a text editor), you can see the nodes do not have values?

Can the end user open and edit these forms that are being created by the workflow? I ask because I'm curious about how you intend to handle a scenario where a user edits the XML that the workflow is creating and another user changes the list item that is supposed to update this XML....

Re: qrules form installation error

Christy Rohmer — Tue, 17 Jan 2012 22:05:51 GMT

Hilary,

Hi again!! I have another issue not with qrules and was just wondering with your vast experience with InfoPath if you knew of a solution. If you know of a forum that would be a good place to submit this issue for help please suggest! The issue is as follows: Now that the individual repeating table items are placed in a custom list I need them back as an InfoPath form. I created a workflow that actually does this by creating an item in another library and populating the .xml template I created. It works fantastic...until an item within the custom list changes...then the workflow rewrites the form and leaves everything blank. So I am thinking in this instance the Create Item workflow action is incorrect to use for updates. I have tried the Update Item action however the ID's must be different between the Library and the custom list as I receive a workflow error: List Item not Found.

Thanks so much!

Christy

Re: qrules form installation error

Hilary Stoupa — Thu, 12 Jan 2012 22:21:27 GMT

I'm so glad it is up and running for you. I tend to actually work from the form source files a lot - so I just manually change my mapping and move on.

If you ever wonder if the issue is the mapping, you can export it under the Resource Files (data tab in IP 2010, Tools menu for IP 2007) and then open it in a text editor and take a look at it.

Re: qrules form installation error

Christy Rohmer — Thu, 12 Jan 2012 22:14:53 GMT

Hallelujah!!!! Oh my gosh it worked...I am sorry I was updating the form everytime with the new mapping file; not sure why it didn't take.... things that make you go hmmmm.

I will be taking this to the powers that be so that we can order it. Thank you soooo much for your help. BTW I am an InfoPath Enduser Trainer and will be recommending your product to many. You're my HERO!!

Christy

Re: qrules form installation error

Hilary Stoupa — Thu, 12 Jan 2012 21:01:15 GMT

You need to update the mapping file in your form with the new one. The mapping in this form is the old one w/out the parent fields. Just walk through the mapping data connection again, and use the new mapping file for the data source.

Re: qrules form installation error

Christy Rohmer — Thu, 12 Jan 2012 20:54:54 GMT

No errors...the higher fields are not submitting but the repeating data is.

Re: qrules form installation error

Hilary Stoupa — Thu, 12 Jan 2012 20:50:05 GMT

Do you have the error node from qRules on your form canvas? Did the repeating items submit correctly, but just the higher level data is missing? Can you attach the entire template?

Re: qrules form installation error

Christy Rohmer — Thu, 12 Jan 2012 20:34:41 GMT

Thank you for that fantastic tip to find the relative paths! Attached is the mapping file again. I first tried by just modifying it following what you sent back. It didn't work :-( then I used the mapping form to give it a try in case I made an error when typing but it didn't work either...I'm completely stumped!

Re: qrules form installation error

Hilary Stoupa — Thu, 12 Jan 2012 20:09:40 GMT

Okay, so when I gave you those initial relative paths, they were based on the form schema you pasted in XPaths for.

This form schema is different, and the relative paths are different.

Is employee a child of expense report? If so, the name would be

../../my:employee/my:name

You can modify these directly in the mapping file if you wish. I'm attaching an updated mapping that should have the correct XPaths for these fields.

That being said, one way you can figure out the relative paths is to act like you are going to add a rule to the repeating group in InfoPath. For the condition, select the higher level field you need the relative path to. Then, change the first box to "the expression" and InfoPath will show the relative path in the text field next to the first drop down.

Re: qrules form installation error

Christy Rohmer — Thu, 12 Jan 2012 20:01:56 GMT

It's attached. I am using the Expense Template from InfoPath 2007 that you used in your blog directions. Thanks!

Re: qrules form installation error

Hilary Stoupa — Thu, 12 Jan 2012 19:52:23 GMT

Can you attach a screenshot of the data source for this form to the Options tab?

Thanks!

Re: qrules form installation error

Christy Rohmer — Thu, 12 Jan 2012 19:46:22 GMT

Complete oversight sorry! I re-did the mapping and made sure to choose the repeating checkbox. The new mapping schema is attached. It still did not take the three extra fields Name, Department, Job Title and copy them over to the list. This is a fantastic tool and it solves a direct problem for my organization when we get it to work! Thanks...

Re: qrules form installation error

Hilary Stoupa — Thu, 12 Jan 2012 19:22:07 GMT

Well, in this mapping, you didn't select a repeating table. In this example, you would not use a relative path, since you didn't use the repeating table feature. When I look at your mapping, I see that IsRepeating is set to false, and that there is no repeating group specified. I'm going to assume that with this mapping, no matter how many items you have in your expense report, only the first one will submit... If you are going to submit repeating data and use relative XPath (relative to the repeating group) to get fields that are not inside the repeating group, you need to indicate this in your mapping.

Re: qrules form installation error

Christy Rohmer — Thu, 12 Jan 2012 19:14:16 GMT

Thank you so much for your help! I tried to do the mapping of the extra columns with the Expense Template as a test. I re-did the mapping; it is attached. It didn't work for me though. The repeating table items went to the SharePoint list but the other items did not. I must have done something wrong :-(

Re: qrules form installation error

Hilary Stoupa — Thu, 12 Jan 2012 17:25:56 GMT

You can add files under the Options tab - if your file is a picture, it will display in the post.

So, you add this as another row in the mapping tool. The XPath needs to be relative to the RepeatTableFields node.

Your XPath then would be:

../../my:Franchise
../../my:Client

You'll hand enter those in the form field column and then select the SharePoint column you want to map them to in the other column.