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Great question. So these forms will go on to get approved by sometime 7 managers then to a back office team. We want to use the SharePoint ID concatenated with what form they requested. For ease of referring to the form SalesCredit - 101 or UPFA - 102. To ensure it does not update the wrong or someone else form. We looked at creating a random ...
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I have a silly question - why can't you just use the "Form Type" for the name to begin with?
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Hilary,
Thank you so much for the response, it worked perfectly. I have been reading your solutions online for many years and its really nice of you to solve one for me. Thank you very much.
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Oooh, even the solution was yours! Don't feel silly, over the years I seem to have forgotten 1/2 of what I've learned about IP. :)
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Feeling a little silly; this is like an older question I had here: http://www.infopathdev.com/forums/p/26579/92438.aspx#92438 and the answer is the same.
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I'm attaching a sample with validation rules for this. Save the file locally, right click and select design. Preview and in the first column enter the same text for one or more rows in the tables. Enter whole numbers in the second column - when they get above 100 for the same "person" you'll see the validation rules fire. :)
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Any chance I could see your form? You can attach it under the Options tab in a reply - it is hard for me to find a 1/2 hour to review a video to try to figure out what the issue may be.
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I think instead of using a formatting rule to hide rows, you should only be populating rows where the department matches. So when you get your ID column, include a filter so that you are only getting the count of preceding-siblings that match on department. That way you aren't copying in data you don't need.
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The 2nd and 3rd dropdown will have filters on the data that is displayed for the dropdown values. You can use a count formula with the same filters to get the count of rows that match the same conditions. Take a look at the properties on the two dropdowns, and in the area where you can select the data for the control, you should be able to ...
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A colleague and I are working on a new form that uses multiple people picker controls and we have the form tabulated. We fill out the picker and click to confirm the employee. This works fine. When moving to a different tab and then back again, the picker appears empty. Secondly, if we submit the form, the value ends up in the library view ...