InfoPath Dev

Hello Hilary. Thank you so much. In response:

Hilary Stoupa:

Here's what I'm not seeing - can you put the ShPId field on the form so you can verify it is being populated when you first submit?

I've done this. Please click on the link below. Showing the action and steps. It will show that an additional record has been created with the ShpID included, although the record has changed this time. https://docs.google.com/open?id=0BwU4lZpNNSL4anc4akl4U1hYYUk

Hilary Stoupa:

Between your first submit and your second submit are you leaving the form open?

No, I haven't been leaving the form open

Hilary Stoupa:

If not, when you set your other field values after the laptop has been selected, are you setting the ShPId field with the ID from the laptop list? The ID field from the list is the key to updating instead of creating new - we have an ID field indicated in the mapping, and then the field in the XML indicated by that XPath need to have the ID of the item you are trying to update.

Sorry for asking to be spoon-fed here :), but can you give me the steps to achieve this as I don't want to get it wrong again and it would really help a lot if one could overcome what is missing here. Thank you so much

Okay. Here is what I believe the heart of your problem is - you are trying to update an existing item with providing qRules that item's ID. In a SharePoint list, each item has a unique ID. qRules offers a way to populate the XML with a newly created item's ID number. This allows qRules to update the item.

In your form, I think you are probably not saving the XML that is created by the form - you are just re-opening the template each time.

In your description of what you are doing, you are setting some fields when the laptop name is selected from the SharePoint list. Your SharePoint list data connection contains the ID field (by default - this is always selected as one of the fields when a data connection to a list is created). So when you select a laptop name and populate the laptop number and the status, you should also populate the ShPId field in your main data source with the ID from your SharePoint list data connection for the laptop. This will allow qRules to update the item.

Hello Hilary. Thank you so much for your help - You've been so helpful. I created a rule on the button so that the fields value is actually changed prior to submission and now it all works, changing the values. Many thanks for all your help. Will certainly be investing in Qdabra rules - once my trial expires. Thanks a lot, you're a great credit to Qdabra. Yemi

Wonderful! So glad you got your form working the way you need it to!