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Inserting multiple list items at once into a SharePoint list

October 16, 2013 14 comments

Couple of weeks ago I was asked if it is possible to insert multiple list items into a SharePoint list at once where some fields of inserted items are the same, like a header, and others are different?

The answer is “Yes it is”.

In my example I will use a custom list called “Inventory”. In my scenario this list is managed by internal IT where they track devices for each employee like phones, notebooks etc.  A guy from IT department needs to insert the “Employee Name” and “Employee Number” of new colleague for each entry in the list again and again the only difference is in the “Article”, “Quantity” and the “Serial Number”

Read more…

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Categories: Infopath, NoCode, Office, SharePoint

Working with Multi Value Choice Fields from SharePoint list in InfoPath

September 4, 2011 13 comments

One of my colleagues was working on a SharePoint solution where he has a master data list. This list has a choice column with email addresses. The choice column allows multiple selections.

His task was to create an InfoPath form which uses this master data list as a secondary data source. The end user should be able to select one of the list items from a drop down. After the user has selected an item and saved the InfoPath in a form library a workflow should run and send an email to all email addresses which are stored in the choice column. He was not allowed to use source code in his InfoPath form.

In this post I would like to show you how you can extract data from a choice field where a multiple selection is enabled. I will show you how you can transfer an array (multi value choice field) to a string, so you can use it in a SharePoint Designer (SPD) workflow. Let’s get started ….

Initial problem with multi value fields in InfoPath

The problem is as old as InfoPath is. The rules engine in InfoPath is not well designed to work with repeating tables/sections. InfoPath action “Set field’s value” can only copy single value fields and if you try to use this action on a repeating table, this will only copy the first element, all other elements will be ignored.

 

Initial environment

For my demonstration I’ve created a simple custom list in SharePoint and have added a choice field to my list. At the end my “master data” list which I will use as secondary data source in InfoPath looks as follows:

image

After adding this list to an InfoPath form template the secondary data source looks as displayed in the picture below. Small blue-white triangle near “:Value” shows us, that this field is a repeating field. As I mentioned above we won’t be able to extract all data from this field using InfoPath rule engine.

image

 

The Plan

As we now know, InfoPath is not good at handling repeating fields if you are not allowed to use source code. To achieve our goal we will

  • Create a single line text field “Responsibles_flat” on the “master data” list
    This field will be used in InfoPath because it can be handled well by InfoPath rule engine.
  • Copy selected values from choice field to “Responsible_flat”
    We will create a small SPD workflow to copy values from the choice field to “Responsible_flat” field automatically after “master data” item has been created, or updated.
  • Use “master data” list in InfoPath form as secondary data source
  • Clean up the value of “Responsibles_flat” field
    The raw value in the “Responsibles_flat” can’t be used directly as an email recipients value. We need to clean up the string so it can be used as email recipient in an email.

Solution

  • Create a single line text field “Responsibles_flat”
    image
  • Copy selected values from choice field to “Responsibles_flat”
    To copy the values we will create a workflow in SPD and configure it to run after a new item has been created, or updated in the “master data” list.

    Open your site, where “master data” list is stored, in SPD.
    Select “List and Libraries” from the left and click on the “master data” list to open list details.
    image

    After you’ve opened the details page you will see, that your ribbon has changed. Now you are able to create a workflow which will be attached to the list.

    To create a workflow click on: “List Workflow” button in the Ribbon.
    image

    Give your workflow a name, type a small description and click “OK”.
    image

    Our workflow will run after a new item has been created or an existing item has been updated. In our workflow we will update our item and copy values from our choice field into the text field, this will cause the workflow to run again and again and again.

    To avoid a never ending loop we will compare our value which we would like to copy to the text field with the value which is already there. If they are equal we will skip the copy activity. This will stop the loop.

    Our first activity will be to copy the value from our choice field in to a workflow variable. Click into “Step1” of your workflow and start type “Set”. SPD will inform you that there are 10 results available which match your text. Press “Enter” and you will see all workflow actions where you can select from.

    Select a workflow action named “Set workflow variable”.
    Your workflow should look as follows:
    image

    Click on “workflow variable” to create a new variable of type “String”.
    image

    Click on “value” and then on image icon to select the field which will be copied to the new workflow variable.
    Select the choice field from current item.
    Make sure you’ve selected “Choice, Comma Delimited” in “Return field as” field.
    image

    Now we will compare the value of our variable with the value of the field “Responsibles_flat”.
    Click belong your first action in your workflow and type “If”, press “Enter” and select the action “If current item field equals any value”.
    image

    Click on “field” and select “Responsibles_flat”.
    Click on “equals” and change it to “not equals”. Remember we want to copy the string only if "Responsible_flat” is not equals “Responsibles”.
    Click on “value” and then on image icon to select the variable which we’ve created before.
    image

    Your workflow should look as follows:
    image

    Click on “(Start typing or use ….” text to add an activity inside the if statement. Type “update” and press “Enter”. This will add  “Update item” action to your workflow. Click on “this list”, a dialog will appear.
    image

    Click on “Add” button and set the value for “Responsible_flat” field. Click “OK”
     
    image

    At the end your workflow should look like this one:
    image

    Click “Publish” in the ribbon so you can test your workflow. With actual settings the workflow will not run automatically on any changes to our “meta data” list. Make the first test manually on one of the items.
    After your workflow runs your item should look similar to this screenshot:
    image

    The columns “Responsibles” and “Responsibles_flat” look almost the same. The big difference is in the type of the column and how they can be used in InfoPath.

    After successful test go back to SPD and change the settings for your workflow. Set “Start Options” of your workflow as shown in this screen and publish your workflow again.
    image

    NOTE: If you are testing your workflows under “System Account” they wont start automatically. You will receive an exception in your SharePoint logs like follows. Test your workflows always with a user account. 
    Declarative workflows cannot automatically start if the triggering action was performed by System Account.

  • Use “master data” list as secondary data source in an InfoPath form
    Now we’ve prepared our “master data” list so we can use it in our InfoPath form. In our use case we will copy the value of “Responsibles_flat” to a field of our InfoPath form. Further it will be used in another workflow to send an email. I wont cover this workflow in this post but if you have questions on this topic feel free to contact me.

    My sample form contains only two fields in the Main data source:
    EmailRec – Textfield where we will store email addresses from item of “master data” list which was selected by user.
    dpRep – Dropdown field which is connected to the secondary data source.

    image

    The secondary data source should look as follows:
    image

    My drop down field “drpResp” stores “ID” of an item as value and displays “Title”. Make sure that you stores an “ID” as value, otherwise you want be able to select right email addresses  for “EmailRec”.
     image

    To fill our form field “EmailRec” with the value of “Responsible_flat” column we need to add a rule to our dropdown field.
    Select your dropdown field in the form and click on “Add Rule” in the ribbon. Select “This Field Changes” from the list and click on “Set a Field’s Value” action.
    image

    Select “EmailRec” field from main data source as “Field” and click on formula icon near “Value” field.
    image

    Now we need to select the right value from our secondary data source.  Our meta data list contains several items. To find the right value we need to filter the list.
    Click on “Insert Field or Group …” button and select “Responsible_flat” from your secondary data source. DO NOT CLICK “OK” YET.
    image

    Click “Filter Data…” This will allow us to get the right value from our “Meta Data” list. If we do not filter we will always receive the first item from the list.
    Click on “Add” button in the dialog.
    Select “ID” from the left drop down. This “ID” represents the “ID” of secondary data source.
    image

    Select “drpResp” from main data source for the right drop down.
    image

    Click “OK” on all opened dialogs and test your form in a preview. Select an item from the drop down and your “EmailRec” field should display a value from “Responsibles_flat” field.

  • Clean up the value of “Responsibles_flat” field
    As you can see, the values in “Responsibles_flat” are separated by a “,”. This might cause an error on your email server. Most of the servers needs “;” as delimiter between recipients. We need a small adjustment on our rule to make our string look well.

    Click on the “Set a field’s value EmailRec=…” action we’ve added before to modify it.
    image

    Click on the formula icon near “Value” field.
    SELECT existing formula text, so it appears to be marked and click on “Insert Function …” button.
    (You need to select the existing formula text so it will be automatically integrated into the function we will select in the next step.)
    image

    From function dialog select “Text” from the left list, and “translate” from the right and click “OK”.
    image

    As you see, the “translate” function needs three parameters.
    * text – text to be analyzed
    * find_chars – characters to be replaced
    * replace_chars – new characters to be inserted instead of find_chars

    After you’ve clicked on “OK” your formula should look as follows. Two parameters are missing.
    image

    Add missing parameters to the formula so it looks at the end as follows. Remember we want to replace “,” with “;”
    image

    Click on “Verify Formula” button to be sure you updated the formula in the right way.
    Click “OK” after your formula contains no errors.

    Verify your form in the “Preview” mode. The delimiter between email addresses is now “;” and will be accepted by our email server.

Categories: Infopath, SharePoint Tags: ,