Browser Forms

Re: How to manage Progress Status movements in a form

Hilary Stoupa — Fri, 24 Sep 2021 15:53:33 GMT

Yup, you could query the list for the user (if in this other list the person / group column only allows a single user) or you could add a data connection to the list and return all the data, then use a condition in a form load rule to determine whether to switch views.... When you create a condition and select a field for the first dropdown in the condition builder there is a hard-to-notice dropdown on the field picker that lets you select "Any occurrence of" etc. on repeating fields - so you could use "any occurrence of" the field with the account id from your list matches the userName() function.

Re: How to manage Progress Status movements in a form

markikav — Fri, 24 Sep 2021 15:43:52 GMT

Yeah that's exactly what I mean.
There is a group of users who only need to see a very specific set of data and validate it, so I have created a view for this and want to ensure this is all they can see when they edit an item in the SharePoint list
. There's up to 100 users of this type, so its by user I take it?
Or again I'll be storing these users in a person column in another list anyway for something else so could employ the method you stated already, look in the column to see if user exists and if so then apply the rule?

Re: How to manage Progress Status movements in a form

Hilary Stoupa — Fri, 24 Sep 2021 15:08:10 GMT

Not sure what "load specific views" means here - if you mean you want to switch the view on form load based on who the user is, yes, you can do that. The userName() function is a built in InfoPath function that returns the user's account id. Put a calculated value on your form and select the function using the formula builder and you'll see the result. At any rate you can have form load rules that change the view of the form, and your condition can be based on the user's name....

Re: How to manage Progress Status movements in a form

markikav — Fri, 24 Sep 2021 10:07:00 GMT

Yes give them an inch and they want a mile!
Its all good though because I didn't think most of this would even be possible, so learning lots

I'm not familiar with the username() function so can you control views based on users with this method too?, would be most useful to be able to load only specific views for particular groups of users.

I can follow most of what you have outlined above but yes will need help with the filter change to pull in the user info

Cheers!

Re: How to manage Progress Status movements in a form

Hilary Stoupa — Thu, 23 Sep 2021 14:47:27 GMT

So - with the relative path that was in your expression (which is what InfoPath will build by default, in general) the formula was comparing on just the individual data row - for the given title, it was looking at path in the same row. By changing that to an absolute path, the formula is comparing the title to all the returned paths. In terms of limiting by user (my goodness, this grows ever more complicated!) you can use the userName() function in InfoPath browser forms.... so I guess I would try:

Adding a column to the stages list that is a person/group, allow selection of persons only, and allow the selection of multiple persons
Update the stages data connection in your list to include the new column - this should end up being repeating in the data source
Then we'll have to change the filter on the dropdown again to check if the current user is in the list of users, if it isn't empty
So - for the stage paths that are restricted to specific users, you'll have to add those users to the list item...

If you need help with the filter on the dropdown, let me know....

Re: How to manage Progress Status movements in a form

markikav — Thu, 23 Sep 2021 07:06:26 GMT

Hi Hilary
That works now perfectly, I just added one condition, the expression as per above and all is fine!
I'm not going to pretend I know why so I'll have to look up differences between relative and absolute paths

Since I;ve been trying to get this to work they have asked me to limit some path movements by user, now I believe you can't do this in a browser form but could potentially if it was done in InfoPath itself, so that's out
Do you think possible with some Power Automate?

I'll look it up but if you know any articles would be good
And thanks again for all the help on this , this can be useful for other things too now..

Re: How to manage Progress Status movements in a form

Hilary Stoupa — Wed, 22 Sep 2021 18:09:54 GMT

Oh, I see the difference now! Changing the last filter on your dropdown the "The expression" and doing the same with mine, I see you are using a relative path to a field where I'm using an absolute path. Try this expression:

. = xdXDocument:GetDOM("Stages")/dfs:myFields/dfs:dataFields/d:SharePointListItem_RW/d:Path[../d:Title = xdXDocument:get-DOM()/my:myFields/my:field1]

Re: How to manage Progress Status movements in a form

markikav — Wed, 22 Sep 2021 17:08:46 GMT

No I wasn't doing that , I set it as "Stage 1" and now only Stage 1 shows in the field
My list will be simple as per attached and as outlined above, 2 columns, one with Stage and one with Path
If something else is needed to make it work I'm fine with that but can' t seem to get your xml method to work either in my form and the only other difference I see is that I'm using a browser form to save data in a sharepoint list and your sample does not?

Re: How to manage Progress Status movements in a form

Hilary Stoupa — Wed, 22 Sep 2021 15:59:26 GMT

So, in my sample, I'm setting the default value of the dropdown field to the first stage option for the dropdown. Is that what you'll be doing in your form as well? Setting to the first option? What is the text value of that? What does your stages list data look like? Could you attach a screenshot of that?

Re: How to manage Progress Status movements in a form

markikav — Tue, 21 Sep 2021 14:39:54 GMT

See attached, I just did up a quick one for the field in question as the full form is rather large with lots of data in it

Re: How to manage Progress Status movements in a form

Hilary Stoupa — Tue, 21 Sep 2021 14:22:05 GMT

Could I see your form where you are using a SharePoint List? I'm assuming you'd prefer that approach?

Re: How to manage Progress Status movements in a form

markikav — Tue, 21 Sep 2021 12:43:24 GMT

Also when I use the xml approach with the 2 files I get blank so must be doing something wrong?

Here is your Data source entry
/Statuses/Status[. = xdXDocument:get-DOM()/my:myFields/my:field1 or . = xdXDocument:GetDOM("StagePaths")/StagePaths/StagePath/Path[../Stage = xdXDocument:get-DOM()/my:myFields/my:field1]]

and here is mine
/Statuses/Status[. = xdXDocument:get-DOM()/dfs:myFields/dfs:dataFields/my:SharePointListItem_RW/my:Stages or . = xdXDocument:GetDOM("StagePaths")/StagePaths/StagePath/Path[../Stage = xdXDocument:get-DOM()/dfs:myFields/dfs:dataFields/my:SharePointListItem_RW/my:Stages]]

Both using Stages file as data source

Re: How to manage Progress Status movements in a form

markikav — Tue, 21 Sep 2021 07:46:08 GMT

Hi Hilary
I never used the xml resource files before but might have to go that way as I can't get the one SharePoint list with two columns Stage and Path to work?!
The field is just blank, I assume I don't need the expressions and just need your 4th filter condition => field1 is equal to Path[Stage = field1]

I assume it's blank because I have nothing defined as a value in the actual field on the form ?
Thanks again..

Re: How to manage Progress Status movements in a form

Hilary Stoupa — Fri, 17 Sep 2021 18:46:17 GMT

Yeah, and it could probably be done with a single list - the stage dropdown would need to only show unique items - I just added a second XML because it was faster for me than re-doing the initial work :)

Re: How to manage Progress Status movements in a form

markikav — Fri, 17 Sep 2021 12:45:45 GMT

Hi Hilary

This is it exactly, thanks.
Just so I'm clear, i would create a list with 2 columns as use as the data source, then replicate the expressions and filters as per your example and should be good to go?

Stage Path
Stage1 Stage2
Stage1 Stage4
Stage2 Stage3
Stage2 Stage5

Thanks again