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  • Re: Save functionality without using Save button in toolbar?

    Thanks for your quick response as always, Hilary! I figured out a solution via the workflow as you suggested: Condition on the main library workflow says If Field1 equals X If Moved to Archive equals Yes, Delete item in Archive X then Copy item in Current Item to Archive X Tested it out on one specific archive and it works ...
    Posted to General (Forum) by NickiPT on 06-24-2020
  • Save functionality without using Save button in toolbar?

    Here's my situation: We have a form that's used by our whole organization. Tons of requests get submitted each year, so I have a workflow that's set to copy the forms to their respective "archive" libraries for each individual office once a request is marked as received. The reusable workflow on the archive libraries then ...
    Posted to General (Forum) by NickiPT on 06-24-2020
  • Possible to duplicate customized list template to other lists?

    Working in SharePoint 2016 on prem. If I have a list with a customized InfoPath template, is there a way to copy that customized template to another list? I created my "child" lists from a template of the parent list, but now I'm noticing that only the parent list has a customized template - so I'm wondering if I stupidly ...
    Posted to General (Forum) by NickiPT on 05-19-2020
  • Re: SharePoint Online functionality question...

    But according to your video it will be possible to use Power Automate to extract the items and add them to a list once we've migrated to SP Online, right? So I would just need a period of time where the old method is "turned off" and then I connect the new Power Automate workflow to the library instead...? I've never used Power ...
    Posted to General (Forum) by NickiPT on 05-08-2020
  • Re: SharePoint Online functionality question...

    OK I just watched your video - very nice! Unfortunately we're not at the point where we're allowed to start developing in O365 yet - they're looking at beginning that next May (2021) - and my division is really eager for me to launch the existing project that I have almost completely finished developing at this point... I work for a ...
    Posted to General (Forum) by NickiPT on 05-06-2020
  • Re: SharePoint Online functionality question...

    I wrote up instructions for the process to extract the items out of the repeating table and I wanted to attach it but the forum won't allow Word doc or PDF attachments. It uses an XML resource file, plus the lists.asmx / UpdateListItems data connection. Editing the manifest is needed in order to tell the form which value in the form template ...
    Posted to General (Forum) by NickiPT on 05-06-2020
  • SharePoint Online functionality question...

    We just migrated from SP2010 to SP2016 on prem, and now our agency is looking to move everything to SharePoint Online. I am in the middle of developing a project and am curious as to whether it will work in SP Online... Project description: User requests purchase of items. Request must get routed for multiple reviews. Upon approval of request, ...
    Posted to General (Forum) by NickiPT on 05-06-2020
  • Re: Default Date to First Day of Next Month

    I know this is many years after the fact but I figured out a solution to this and figured I would post it in case someone else came across this thread... Adding T00:00:00 to the end of the string doesn't solve it because what's happening is that when the formula adds one "+ 1" to the month string, it turns it into a single ...
    Posted to General (Forum) by NickiPT on 04-06-2020
  • addDays() using field is not working

     I have a form that has a data connection to another list where a list of certifications are kept. There is a column that has the number of days the certification is valid. In my main form when the user selects the certification, it looks up the number of days it is valid and populates a field called DaysValid.  There is a field called ...
    Posted to InfoPath 2010 (Forum) by NickiPT on 04-26-2018
  • Re: What are the risk of developing simple InfoPath forms and SPD workflows in the production environment?

     Thank you, that is very good information. I appreciate the feedback, Hilary!
    Posted to General (Forum) by NickiPT on 10-10-2017
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