Re: Filters on views for Sharepoint Form libraries not working

Patrick Halstead — Thu, 20 May 2010 06:26:52 GMT

Here's one different approach: save the forms to SQL and add a data view web part to SharePoint that filters the rows based on your criteria. You can use SharePoint Designer to configure the data view web part.

Here's another idea: create an InfoPath filter form that is a view on your SharePoint library (it's a dashboard). Use Qdabra's DBXL to QuerySharePoint and specify a complex XML query like you have above. This is easy to do and very performant. Note: Qdabra pays for this free forum.

Filters on views for Sharepoint Form libraries not working

kdjonesmtb — Mon, 10 May 2010 19:56:43 GMT

Hello,

I have built 2 filters for Sharepoint Form library. An infopath form is linked to the library.

I am trying to filter only current month data. The filter is allowing backdated and future dated transactions to be viewed.

This is the logic that I am using for the filters. Can someone suggested a different approach?

1. Bound Log Current Month Filter

Show items only when the following is true:

Show the items when column

Start of Effective Month

is less than or equal to Today
And

When column

End of Effective Month

is greater than or equal to Today

And

When column

Start of Genius Booking Month

is less than or equal to Today

And

When column

End of Genius Booking Month

is greater than or equal to Today

And

When column

Status

is equal to Renewal – Booked

When column

Status

is equal to Renewal – Policy Issued

When column

Status

is equal to New Bus – Booked

When column

Status

is equal to New Bus – Policy Issued

When column

Status

is equal to Mid Term End – Booked

When column

Status

Is equal to Mid Term End - Issued

2. Non Renewal Listing Current Month Filter

Show items only when the following is true:

Show the items when column

Start of Expiring Policy Month

is less than or equal to Today

And

When column

End of Expiring Policy Month

is greater than or equal to Today

And

When column

Status

is equal to Renewal – Lost

Status

is equal to Renewal – Sub Recd

When column

Status

is equal to Renewal – Awaiting Sub

When column

Status

is equal to Renewal – Quoted

When column

Status

is equal to Renewal – Non Renewed

When column

Status

is equal to Renewal – Closed

Calculated Field Formulas:

Date Only Data Types

1. Start of Effective Month: =DATE(YEAR([Bound Effective Date]),MONTH([Bound Effective Date]),1)

2. End of Effective Month: =DATE(YEAR(Bound Effective Date]),MONTH([Bound Effective Date])+1,1)-1

3. Start of Genius Booking Month: =DATE(YEAR([Genius Booking Date]),MONTH([Genius Booking Date]),1)

4. End of Genius Booking Month: =DATE(YEAR([Genius Booking Date]),MONTH([Genius Booking Date]),MONTH([Genius Booking Date])+1,1)-1

5. Start of Expiring Policy Month: =DATE(YEAR([Expiring Policy Expiry Date]),MONTH([Expiring Policy Expiry Date]),1)

6. End of Expiring Policy Month: =DATE(YEAR([Expiring Policy Expiry Date]),MONTH([Expiring Policy Expiry Date])+1,1)-1

General

Re: Filters on views for Sharepoint Form libraries not working

Filters on views for Sharepoint Form libraries not working