SharePoint Integration

Re: Repeating table with an additional column

Patrick L — Thu, 29 Mar 2018 16:21:22 GMT

Figured out a solution, somewhat odd but it's working...

Here's how I did it in case anybody is curious, the short version:

Create 2 repeating tables (User and Reviewer) that are exactly the same and have the functionality as described in this thread. At least 4 fields are required for each table:

Title textbox for both (named Tools in my case)
A checkbox for the User table (USelect) set to Boolean 1/0 and a Textbox for Reviewer table (RSelect) set to string value.
SharePoint list ID as textbox for both (UID and RID).
A textbox for each. When the value=1 it shows everything from the SP list in the repeating tables (described earlier in this thread).

Make sure the Reviewer repeating table populates with all items (Title and ID) exactly as the User table.

Open the Properties of the RSelect textbox and create the following fx formula: USelect; Filter by UID=RID
RSelect will now show a mix of 0 and false. Selecting/clicking the checkbox USelect changes RSelect to 1, or 0 when unchecking.
As a final touch, create a Formatting rule in the Reviewer table to hide any 'RSelect <> 1'

Re: Repeating table with an additional column

Patrick L — Tue, 13 Mar 2018 20:15:07 GMT

Hello again Hilary,

Hopefully you'll take a follow-up question...

I got the repeating tables working great - thx for that. Now, using your States form as the example, a user selects 3 states but the reviewer should not have to look at all 50 states + D.C. to see what was selected.

What I want is to have a Reviewer repeating table below the User repeating table. The reviewer table should only display what was selected from the user table (in my example above there would be only 3 states showing).

What I've been working on is to sync the tables and then use a rule in reviewer table to only display checked items, but I cannot get the tables to sync in regards to the checkboxes (showing all checked or none checked).

Do you have any suggestions?

Re: Repeating table with an additional column

Hilary Stoupa — Wed, 07 Mar 2018 19:35:23 GMT

You bet - I'm glad this approach will work for you! :)

Re: Repeating table with an additional column

Patrick L — Wed, 07 Mar 2018 19:22:49 GMT

Well, well... what d'ya know... :)

Thx for all your help!

Re: Repeating table with an additional column

Hilary Stoupa — Wed, 07 Mar 2018 18:57:44 GMT

There is a formatting rule on the repeating table to hide blank rows. :)

Re: Repeating table with an additional column

Patrick L — Wed, 07 Mar 2018 18:34:38 GMT

Problem solved (one of them). As I was making a "Reader's Digest" version of the form to post, it suddenly worked as advertised - the Tool Name (Title) shows on every row. The problem was that I originally had created 3 columns in the repeating table: Title, Description, and Select. Then I added the "set" field just as in your example and that field is non-repeating even though it shows on every row. Note to myself - always create all the columns to start, then delete after it's functional.

On to the next problem (hope you're still with me): Your example does not show any blank rows even though I added more in Default Values. I'm having a hard time replicating that, my form shows 8 rows even though there are only 6 in the SP list.

Your XPath: xdXDocument:GetDOM("States")/states/state/@name[../@abbreviation = current()/../my:field1]
My XPath (from my Reader's Digest form): xdXDocument:GetDOM("Programs-Tools Request")/dfs:myFields/dfs:dataFields/d:SharePointListItem_RW/d:Description[../d:Title = current()/../my:field1]

Re: Repeating table with an additional column

Hilary Stoupa — Wed, 07 Mar 2018 16:06:46 GMT

Feel free to attach a copy of your form to a reply under the Options tab & I can take a look at the formula.

Re: Repeating table with an additional column

Patrick L — Wed, 07 Mar 2018 15:44:06 GMT

Unfortunately I only get one row of data. Putting the /d:Description or /d:Title at the end gives the same result as having it before [count(.

Re: Repeating table with an additional column

Hilary Stoupa — Tue, 06 Mar 2018 17:43:31 GMT

So, I'd guess you'd need something like: xdXDocument:GetDOM("Programs-Tools Request")/dfs:myFields/dfs:dataFields/d:SharePointListItem_RW[count(current()/../preceding-sibling::my:group8) + 1]/d:Description

Re: Repeating table with an additional column

Patrick L — Tue, 06 Mar 2018 01:37:15 GMT

/dfs:myFields/dfs:dataFields/d:SharePointListItem_RW/d:Description

Re: Repeating table with an additional column

Hilary Stoupa — Mon, 05 Mar 2018 22:32:40 GMT

What is the full XPath to the Description field? Right click it in the fields taskpane and select "Copy XPath".

Re: Repeating table with an additional column

Patrick L — Mon, 05 Mar 2018 21:57:10 GMT

Thx! I can see how it works and that's what I'm looking for. Of course I cannot get it to work... Any chance you can help?

I've setup the form load rule and also six group8 under default values.
Your rule in XPath: xdXDocument:GetDOM("States")/states/state[count(current()/../preceding-sibling::my:group2) + 1]/@abbreviation
I'm able to create a similar rule until I get to '/@' in the path: xdXDocument:GetDOM("Programs-Tools Request")/dfs:myFields/dfs:dataFields/d:SharePointListItem_RW/d:Title[count(current()/../preceding-sibling::my:group8) + 1]

Once I add '/@Description' at the end I get an error "xdXDocument:GetDOM("Programs-Tools Request")/dfs:myFields/dfs:dataFields/d:SharePointListItem_RW/d:Title/@Description" does not point to a valid location path of a field or group." I can see that it points to "Title/@Description" but don't know how to fix it (tried a zillion ways).

Opening the form without /@... gives me the first item in my list - the other 5 are blank. Removing /@abbreviation from your rule shows nothing, I guess it's because of hide blank rows.

If it helps:
Title is the default value from the list and I renamed to Program/Tool
Description - description of tool options

Re: Repeating table with an additional column

Hilary Stoupa — Mon, 05 Mar 2018 18:29:56 GMT

Here's a sample with the general concept - If you look under the Defaults on the data tab, you'll see a number of instances of the repeating group are included by default. There is a form load rule that sets a helper field, which then sets values in the main DS from the secondary DS. Save the sample locally, right click and select Design & you can take a look at the rules / defaults / preview / etc. The general idea is that you include by default the max number of the repeating group you'll need, add logic to set values, and hide any rows that are blank.

Re: Repeating table with an additional column

Patrick L — Mon, 05 Mar 2018 18:18:50 GMT

I don't want to use code and I can't use any 3rd party apps by policy.

You are correct that I want to have a repeating group to display everything. How would the max number of rows work in my example?

Re: Repeating table with an additional column

Hilary Stoupa — Mon, 05 Mar 2018 15:50:15 GMT

Adding rows to repeating group requires code (or qRules) or you may be able to use default data if you have an idea of the max number of rows you'll need. InfoPath doesn't have an out of the box way to add rows to a repeating group, which is what you'd need here, right?