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Re: SharePoint Document Library "Group By" Infopath Forms w/ Corresponding Word Documents

jvazquez — Fri, 20 Sep 2019 15:47:57 GMT

Thanks Hilary, I will give this a try

Re: SharePoint Document Library "Group By" Infopath Forms w/ Corresponding Word Documents

Hilary Stoupa — Fri, 20 Sep 2019 15:23:35 GMT

No - I was thinking maybe create a calculated column in your library and then group by that? I'm not 100% on whether we can group by a calculated column in a SharePoint view, but it seems worth a try....

Re: SharePoint Document Library "Group By" Infopath Forms w/ Corresponding Word Documents

jvazquez — Fri, 20 Sep 2019 12:04:37 GMT

Hi Hilary, Thank you for your response. Do you mean setting a calculated value in the Group By section of modifying a view in sharepoint? I currently do not see that as an option.

Re: SharePoint Document Library "Group By" Infopath Forms w/ Corresponding Word Documents

Hilary Stoupa — Thu, 19 Sep 2019 19:59:39 GMT

I wonder about using a calculated value? i.e., if the file type is XML, use the field from the form, or if it is not, use the "Title" or other column from the Word doc?

SharePoint Document Library "Group By" Infopath Forms w/ Corresponding Word Documents

jvazquez — Wed, 18 Sep 2019 12:45:50 GMT

Hi,

I have a InfoPath form published to a SharePoint Library. In this library, Word documents are also uploaded. I am trying to modify the view of the library to group the InfoPath forms with their corresponding Word Documents. Both document types contain a "Policy Number" and "Policy Name" and I hoped to group the documents using either of these fields. Is there a way to set this information from within the documents so they automatically group when the saved to the library? Here is what I have tried so far:

-Set the SharePoint Title column from within the Word document properties prior to uploading to SharePoint. This worked for the word document however I cannot figure out a way to set the title column field from InfoPath.

-Create a column in SharePoint for Policy Number. Add it as a quick part to the Word document after its been uploaded to the library. Then add the policy number to the quick part and then save it back to the library. This worked for word however again, I cannot figure out a way to set this field using InfoPath.

I guess as a last resort, I can make it entirely manual by making the new column required and adding the policy number or name after the documents have been saved to the library so that they group properly.

Do any of my infopathdev friends on here have any recommendations on a better approach?

Edit to add that after further review, Policy Number will not work as some of these policies are new and have yet to been assigned a policy number so I guess its best to use a Policy Name.