InfoPath Dev

Hello @Hilary-Stoupa, In the attached form, we have designed a product delivery form that involves multiple departments. We need to implement the following special rules: Department Responsibilities: Department A is responsible for mobile phones. Department B is responsible for laptops. Department C is responsible for tablets. Email Notifications: When the form filler selects "Mobile Phone" in the Equipment Information field, enters the Model and Serial No, and chooses a delivery status, the form should be emailed to the designated recipients in Department A. Similarly, if "Laptop" is selected and a delivery status is chosen after entering the information, an email should be sent to the designated recipients in Department B. If the delivery status changes, an email should be sent when the save button is pressed, corresponding to each selected delivery status. Dynamic Information: When a product is selected from the drop-down list under "Equipment Information", the titles and details in the three rows below should automatically update according to the selected product. Could you please assist us in ensuring that the form functions as intended? If the form does not meet our needs, could you provide a sample form and offer advice on how to modify it? Thank you!

Hi - what have you tried thus far? When you say the "three rows below" do you mean model, serial number and delivery status should get set automatically? Won't all serial numbers be unique?

For example, instead of the serial number for a car, this list will include the license plate information. In short, no matter which product we select from the drop-down menu, there will only be fields where information about that product will be entered. For example, when we select a mobile phone, the model and serial number fields will appear. However, when a car is selected, the license plate information field will be presented instead of the serial number. Since the fields to enter information in the drop-down menu will be different depending on the product type, these fields will need to be updated automatically when the product is selected.

Hopefully this sample will be enough to get you started.

Hello @Hilary-Stoupa, First of all, thank you very much. However, I could not understand how to add "control stores duplicate data" and how to associate it with the equipment. Can you explain how it is done?

That is just a section. You can put fields in it. You should be able to see that the section has conditional formatting rules. You can copy that section and modify it for other conditions. The informational text of "control stores duplicate data" is just InfoPath letting you know the same field has been bound to more than one control on the form.

I have understood the concept of "Control stores duplicate data." I created an example related to this topic in the attached form. Since information such as Model and Serial Number can be found in different equipment, I realized that I need to use the same field for different equipment rather than creating separate Serial Number and Model fields for each equipment. However, when I use the same field for different equipment, filling out one of these fields automatically fills in the corresponding fields for other equipment as well. For example, if I enter "12345" as the serial number for one piece of equipment, the serial number fields for other equipment are also automatically filled with "12345." How can I separate this for each piece of equipment?

So - you need different fields for the different types? I'm curious why. Because you only will show a single section in any give form, right? You could add rules to the dropdown where they select the type to clear out your fields ... that's probably what I'd do.

Here's a sample with rules for that.

Hello @Hilary-Stoupa, Everything is working well, thank you. However, we need a bit of assistance with the following: After the user fills out the form and clicks the "SEND" button, the form is sent via email to the specified recipients, which is working fine. However, the form also needs to be saved to the "SharePoint Library Submit" library with DateTime information. The Data Connections settings should be as follows: Data Connections Type: "Submit data" Destination: "To a documents library on a SharePoint site" File Name: "DateTime" Could you please assist with this?

See attached. You'll have to walk through the submit data connection again from the data connections window to repoint to your library. One other change I made was on your DateTime field. You had the default set to refresh when recalculated - but I don't think you want that checkbox selected, because when the form was re-opened from the library, the date could update.

Hello @Hilary-Stoupa, When I press the 'Send' button, the email is successfully sent, but the form is not saved to the library.

Did you update the data connection to point to your library? Verify the Submit rule is present on the "Send" button as well. All you need is a submit data connection to the SharePoint Library and a rule on the Send button that submits to the library.

Yes, I have updated the data connection to point to the library. When I change the action of the 'Submit' button to 'Submit,' the rules on the right side are deleted

I don't understand why you would change that. Just leave the button to run rules and make sure the last rule submits to the library. The rules should just get moved to Data > Form Submit, if I recall correctly, but there is no need to change the button.