SharePoint Development & Administration + InfoPath

Timer Workflows It is often a requirement of a Workflow in SharePoint to monitor and respond to various dates such as a start or due date. If the timer is not the main function of a Workflow, it can be created as a separate Workflow to that both can run in parallel with full functionality. Looping Timer Workflows To have a looping timer workflow (eg. send a daily notification/reminder until a specific condition is met), the workflow must start when an item in the list is changed, and when it is created depending on the scenario. At the start of the workflow, test if the required condition has been met, and stop the workflow if it has. If the condition has not yet been satisfied, the workflow can continue. As the workflow will initiate after an item is modified, it is possible for multiple instances of the same workflow to be initiated. To prevent this, a custom (boolean) field is added to the list which is used to determine if an instance of the workflow is already running. When the w...

When Publishing an InfoPath Form to a SharePoint site Content Type, the process may fail when trying to Update the Site Content Type if there are a large number of fields being promoted to SharePoint columns/fields in the Content Type with an "Updating Site content Type Failed" message. One solution for this is to create a separate list with a lookup column/field back to the list which uses the Content Type created by InfoPath. The fields which are removed from the Content Type can be added to the separate list instead. When the InfoPath Form is submitted, rules can be configured to create or update an item in the separate list which corresponds to the form being submitted, with the additional data. How to Solve : 1. Make a full backup the InfoPath Form Template and the SharePoint Site (Content Types, Lists, etc.) 2. Choose which fields to add to the separate list instead of promoting/submitting with the form data. 3. Remove the fields from the list of promoted fields ( ...

InfoPath Basics - Display text box if user selects Other using conditional formatting Promote two fields to a single SharePoint or Database column/field. This article demonstrates how to configure an InfoPath form to display an optional text box for the user to enter a custom value if not available from the list of options. A separate field in the main data source of the InfoPath form will be used to store the value of the selected option, or the custom value if supplied by the user. Rules are set up to set the value of the separate field in the data source when an option is selected or when a custom value is entered into the text box. When submitting the form, the text field with either the value selected, or the optional text input entered if the user selects other can be promoted to a single SharePoint column, or database table instead of promoting both the option field and the text field containing the "Other" value if selected. Conditional formatting is also used t...