Newbie Questions

Re: Using data from other forms in a list

cmartinko — Mon, 26 Aug 2013 20:08:23 GMT

Thank you both for the responses, I am going to try them now and may be back for more help. :)

Re: Using data from other forms in a list

Patrick Halstead — Sun, 25 Aug 2013 01:21:59 GMT

Hi CMartinKo and welcome,

You can map your forms to a list and use that to aggregate information on employees. To map form data to a list, you need to promote it to SharePoint form library (form options->promoted properties). Then, you create a workflow to add items to a list. We demonstrated this in our weekly webinar on June 27th. See the metrics list towards the end of the 30 minute webinar on youtube.com/Qdabra).

Another option is to map the data to the list on submit using CAML or qRules. We've webinar'd this quite a lot recently including August 15, February 28, and March 7th. Here is a page that has links to these webinars: http://www.qdabra.com/en/training/trainingvideo.aspx.

You could also create a dashboard form using InfoPath designer that queries your existing InfoPath form libraries and aggregates the data in a view. Such a form could be published as a dashboard - in essence, it's a web page design tool and not a data collection form. We've demo'ed this concept quite frequently - see the link above on dashboard webinars.

One more option is to use the InfoPath filler and Merge Forms import functionality which will allow you to merge multiple forms into one form. This requires manually specifying the forms and it's a bit of a pain.

I am guessing that Don is talking about above is related to the unique IDs for the rows in the list. And, yes, you will need to provide some way of marking them for the same employee but I'm guessing you are just using account ID or something unique like that. The real issue isn't the unique keying but rather how to aggregate the data.

Re: Using data from other forms in a list

donstephen — Thu, 22 Aug 2013 15:08:45 GMT

Hi cmartinko,

Yes it is possible. There are ways to pull information from multiple lists or libraries, but since we are aiming to pull a certain value, the trick we would need to perform is to use a common denominator (a column entry) existing on all libraries. I recommend using something specific like an employee number to filter when querying data in order to return all the the values related to the target row from the secondary data connection, which would then be displayed on the form that compiles all these information.

Let me know if this helps.

Using data from other forms in a list

cmartinko — Mon, 19 Aug 2013 17:49:15 GMT

Is it possible to use data from forms submitted in four different libraries in one compiled list? For example, four separate functions/departments will fill out a specific form for a new employee. I would like to make a compiled list of those four forms to show the dates the particular employee received the survey from the department. The forms are set up to return the employee name and submitted date information to the applicable library as a column. Hope that made sense and thanks in advance for anyone's help!!