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  • Re: Starting a Workflow from IP Form

    This seems to work quite well, I&#39;ve created another view which pulls the information required from the other views. I&#39;ve also added some blank fields to put some extra information in, but they are not linked to any field in SharePoint, will this cause problems? Also, it seems that the people picker fields don&#39;t come through, is this a ...
    Posted to SharePoint Integration (Forum) by Froman on 09-02-2020
  • Display SP List data using InfoPath WebPart

    I&#39;m thinking of using the Infopath Webpart to display some data (counts, totals, etc.) from another Sharepoint List. If I add this other list as a secondary data connection, then put it in a repeating table, I should be able to use calculated value fields to get some totals and counts correct? or do I even need the repeating table? I&#39;m not ...
    Posted to SharePoint Integration (Forum) by Froman on 09-02-2020
  • Re: Starting a Workflow from IP Form

    Thanks, I think I&#39;ll give this a whirl and see what happens.
    Posted to SharePoint Integration (Forum) by Froman on 09-02-2020
  • Re: Starting a Workflow from IP Form

    neat, I&#39;ve looked into this and it may have some uses for me, but my form has 4 different views and the required information is spread across all of them. So my choice is either to attach the entire form to the email, or create a new view that compiles all the required info then have the send button work from there and include the &quot;active ...
    Posted to SharePoint Integration (Forum) by Froman on 09-01-2020
  • Re: Starting a Workflow from IP Form

    So now I&#39;ve been asked to do a bunch of these notification emails at different times for different situations, so I think I&#39;m going to stay away from extra fields and such. I think I&#39;m probably going to add a button on the Item menu and tie a workflow to it, means it&#39;s manual, but I can live with that. although what do you mean an ...
    Posted to SharePoint Integration (Forum) by Froman on 08-31-2020
  • Starting a Workflow from IP Form

    Hi, I&#39;ve been trying to find a way to start a workflow from an infopath form, but it doesn&#39;t look like it&#39;s possible without coding and I&#39;m limited to SPD and IP. the next best thing I could come up with is having a new yes/no field with a default no. The a button that will change the value to yes. From SPD I will have a ...
    Posted to SharePoint Integration (Forum) by Froman on 08-27-2020
  • Re: Copied SharePoint List and InfoPath

    if I leave the lookup lists as is, will the copied list bring the DCs and look-ups in the form? or will a new DC and filter/queries be required?
    Posted to SharePoint Integration (Forum) by Froman on 06-03-2020
  • Copied SharePoint List and InfoPath

    I have a few lists that are connected by look-ups and data connections and I&#39;m debating on a radical change. If I make a copy of this list will all the formulas/filters/queries that are in the InfoPath form break on this new &quot;test list&quot;? Thanks
    Posted to SharePoint Integration (Forum) by Froman on 06-03-2020
  • Re: Filtered Sums

    so rather than filter the formulas which I cant seem to do, I&#39;ve create a calculated column that takes the status and returns a yes/no for cancelled. then i added a button on the form to query for status, put rules on the button to set the query field value to &quot;active&quot; and a query rule. so cancelled shows up in the counts and ...
    Posted to Data Connections (Forum) by Froman on 05-26-2020
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