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  • Re: Filter data queried from Secondary Source

    &nbsp;Hi Hillary, Thank you.&nbsp; I adjusted the formula like your example, to update the path but the sum is 0 even when multiple rows appear.&nbsp; Formula doesn&#39;t error any more. &nbsp; Any idea? &nbsp;number(concat(substring(../d:Date_x0020_Ordered, 1, 4), substring(../d:Date_x0020_Ordered, 6, 2), substring(../d:Date_x0020_Ordered, 9, ...
    Posted to General (Forum) by Sailor on 01-30-2012
  • Re: Filter data queried from Secondary Source

    I&#39;ve now included my sample form as I realize my entire approach may be flawed.&nbsp; I am including the entire secondary datasource as a repeating table, and using conditional formatting to only show the rows that meet the date criteria set at the top. Problem is I also can&#39;t SUM the totals because I can&#39;t filter to only sum the ...
    Posted to General (Forum) by Sailor on 01-30-2012
  • Filter data queried from Secondary Source

    Hello,&nbsp; I am building a &quot;summary of expenses&quot; form that will allow the user to select &quot;Office&quot;, and a range of dates to display a repeating table with purchase information from Sharepoint library.&nbsp; That all works fine, except now I want to allow the user to &quot;filter&quot; by listbox, the status of each order ...
    Posted to General (Forum) by Sailor on 01-30-2012
  • Re: Getting started with 3-state workflow?

    &nbsp;No luck on samples or examples....gosh I&#39;m really having trouble understanding how to &quot;manage&quot; the workflow in the form. I create the &quot;3 state workflow&quot; in my document library, and have a choice field called &quot;OrderStatus&quot;.&nbsp; Now how to change this field from the form? 1. The original submitter will ...
    Posted to Workflow (Forum) by Sailor on 12-16-2011
  • Re: Getting started with 3-state workflow?

    &nbsp;Hello, Actually I have read those articles, and they are helpful.&nbsp; What I can&#39;t find is a good example or tutorial of how to integrate Infopath forms with the workflow.&nbsp; Like how to trigger the workflow state, etc in a form.&nbsp; That&#39;s what I&#39;m trying to understand.&nbsp; Until I can &quot;SEE&quot; it, I have a hard ...
    Posted to Workflow (Forum) by Sailor on 12-13-2011
  • Getting started with 3-state workflow?

    Hello, I have never worked with workflows, particularly with Infopath.&nbsp; I am designing a Purchasing form that will utilize the Three-State Workflow included in WSS 3.0. Pending Approval Approved Complete Can anyone suggest any good reading or examples that will help walk me through this?&nbsp; I thought at first it looked straight ...
    Posted to Workflow (Forum) by Sailor on 12-13-2011
  • Re: Using TRANSLATE to force uppercase

    &nbsp;Hello, and thank you for your assistance.&nbsp; I guess I&#39;m not 100% sure where the Translate function needs to go. &nbsp; This was what i had tried translate(WorkZip[Company = Title], &quot;abcdefghijklmnopqrstuvwxyz&quot;, &quot;ABCDEFGHIJKLMNOPQRSTUVWXYZ&quot;) This is a rule to set a fields value (VendorPostalCode) when the ...
    Posted to General (Forum) by Sailor on 12-13-2011
  • Using TRANSLATE to force uppercase

    Hello, I am aware of how to use the translate function to convert a field to uppercase, but I&#39;m not sure logistically how to do this for a value retrieved from a sharepoint list. In my case I have a Postal Code value retreived from a SP list, into the main data source in&nbsp; a field &quot;VendorPostalCode&quot;.&nbsp; The value in the SP ...
    Posted to General (Forum) by Sailor on 12-12-2011
  • "Number" stored in Sharepoint library column

    Hello, I have a form where I there is a calculated field which I want to have available as a column in WSS 3.0.&nbsp; The field is set as a Decimal type, and formatted for 2 decimal places (it&#39;s a currency 29.99).&nbsp; The problem is when the value appears in the Sharepoint column it appears with 3 decimal places.&nbsp; So instead of the ...
    Posted to SharePoint Integration (Forum) by Sailor on 12-07-2011
  • Calculate totals with two seperate tax rates

    Hello, I have the following fields: Unit Price, Provincial Tax, Federal Tax, Pre-Tax Price, Total with Tax All in a repeating table.&nbsp; The tax rate changes between area so the user enters the value as a decimal (7.00).&nbsp; I already calculate the Pre-tax price easily, but now need to calculate a &quot;Total with Tax&quot; .&nbsp; That ...
    Posted to Code (Forum) by Sailor on 12-05-2011
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