InfoPath – Add Sequential Dates

In the past, I needed to add a date sequentially on insert of a repeating table.

I found a post by S.Y.M Wong-A-Ton that helped me achieve this.  Here is a link to that post: http://www.bizsupportonline.net/infopath2007/automatically-populate-repeating-table-infopath-sequential-dates.htm

If you are working on anything InfoPath, this site is a GREAT resource.  I highly suggest that you check it out.

I have included a sample form for you to download.  You can add this control to any of your existing forms.  Here are the steps for re-creating this from scratch

  1. Add a group
  2. Add a repeating group
  3. Add two fields:  date picker and text fieldField 1 (date picker control)
    Field 2 (text control)
  4. Right click on field2 and insert the following statement in the value box
    preceding-sibling::group2[1]/field1

Make sure to change the field names if different than the ones in your form.

Here is the form you can download by clicking.  AddSequentialDates

InfoPath 2007 – Contact Selector Shows Red X

On rare occasions, I have ran into this and I always seem to forget what to do then this happens.  It’s actually quite simple.  All that you need to do is run office diagnostics.  First things first, close InfoPath.  Then, follow the directions for your version of Windows.

Windows 7

  1. Windows
  2. Control Panel
  3. Programs and Features
  4. Find your Office installation and right click on it
  5. Click Change
  6. Click Repair

Windows XP

  1. Start
  2. Control Panel
  3. Add or Remove Programs
  4. Find your Office installation and right click on it
  5. Click Change
  6. Click Repair

Once the repair has completed, open InfoPath and check your form.  The contact selector should be working fine now.

 

InfoPath 2007 – Populating from data/dropdown info from SharePoint lists using XML form data

This article applies to InfoPath 2007 only as 2010 and 2013 no longer have this limitation.

At some point during your career, you will need to connect to a SharePoint list to retrieve information for a drop down list.  This process has changed since 2007 but I thought that I would go ahead and share this.  InfoPath 2007 only reads the data in the list on how it was entered in to SharePoint.  For example, if you uploaded a list of addresses in no particular order, this is the way that InfoPath reads it.  Now, what if you would like to see your selection sorted alphabetically?  You will first need to either modify your existing view of  the list you will be using as a data source or create a new view.

***Note: In order to see the entire list, the view must be changed to show more than the default 100 records

InfoPath will not recognize this view and you cannot sort lists when forms are browser based. As stated earlier, it only sees the original layout. In order for InfoPath to populate the drop down list with the correct format you will need to do the following:

  1. Double click the drop down list that you want to add the data connection to. This box will pop up. Follow the steps in the remaining screenshots to step 4. Then follow further directions.
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  4. Go to the site that contains your list that you want to pull your data from.
    Example: http://yoursite.com/subsite/ and open the list
    Click “Settings” on the taskbar of the list then click “List Settings”
    Click on the view that you would like to use located at the bottom of the page
    When the page opens, highlight the entire address bar and press Ctrl+C
    Open a text editor (Notepad) and press Ctrl+V. Your address will look something like this:http://yoursite.com/subsite/_layouts/ViewEdit.aspx?list=%7B9C833605%2D8911%2D4B69%2D84AA%2D24DF8775735F%7D&View=%7B734A3221%2D4E03%2D4B10%2D9BE9%2D857775EBF802%7D&Source=%252Fdepartments%252Fhealth%252F%255Flayouts%252Flistedit%252Easpx%253FList%253D%25257B9C833605%25252D8911%25252D4B69%25252D84AA%25252

    D24DF8775735F%25257D

  5. You will need to modify this address to provide the form with the correct XML values. To do so, either type or copy/paste from this address the following.
    Make sure to replace yoursite.com/subsite with your own variables:http://yoursite.com/subsite/_vti_bin/owssvr.dll?Cmd=Display&List=%7B9C833605%2D8911%2D4B69%2D84AA%2D24DF8775735F%7D&View=%7B734A3221%2D4E03%2D4B10%2D9BE9%2D857775EBF802%7D&XMLDATA=TRUE
  6. The %, letter, number string represents the {GUID} for the page. The &XMLDATA=TRUE converts the page into an XML format that the InfoPath form can read. The &View and string represents the {GUID} for the “AllItems View”
  7. Once you have modified the url, copy and paste it into the next setup page. Close the text editor and do not save when it asks. Follow the steps in the remaining screenshots.
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  14. Save the InfoPath form and publish it to the SharePoint site.  Next, login to SharePoint and go to the form that contains this data connection. Verify that the information is displayed in the correct order.

This little trick will save you all kinds of headaches if you rely on information supplied by your SharePoint lists.