With both a Shipping and Billing address form to fill out, I would like to auto populate the second form with values from the first.
Currently, filling out the Invoicing address form does not populate the Shipping form if you choose to ship to a different address. I'm hoping there's a BO setting allow this.
I'm very sure that there is no such function. If both addresses have the same data then why wouldn't you just select that shipping and billing are the same though?
Related
I would like to create a dropdown in AX form so that only the user from specific company see this field as a dropdown and other company see it as string field that user have to manually key in. I only manage to create the dropdown list based on table menu, but have no idea how to limit to specific company.
This create a problem since not all company wants dropdown and If the user key in none registered number, the system will return “ the value xxx in the field yyy is not found in the relating table zzz
How can I set the condition so that only selected company see this field as dropdown and the other company see this as string? And also where to locate the condition?
You may need to set the form control property AutoDeclaration=Yes and then dynamically change the FormStringControl.LookupButton (see here) based on the current company (curext()).
You must also decide if you have a relation on your table, whether or not you want it to be enforced (Validate=[Yes/No]). If you are allowing a free-text field input, I would imagine you would want No, but you could perform validation in the validateField or validateWrite method.
Depending on your situation, you may want to create a custom lookup with a condition.
See how to create custom lookups here - https://learn.microsoft.com/en-us/dynamicsax-2012/developer/how-to-add-a-lookup-form-to-a-control
You'll have to experiment a little, but this information should point you the right direction.
You could add two fields to your form, on with the lookup and one without. You could then use the security setup to control which users have access to which field. Note that this may not work if you have users that work in both companies that use the field with lookup and companies that use the field without lookup.
I have an approve and reject form having three views. In the first view i.e the requester's view I auto-populate the requester name by using "GetUserProfileByName". Now I also want to auto populate the name of the user who approves the form in a different view (but this view also has the requester's name)- so I was wondering if I actually use "GetUserProfileByName" again won't it change the first name too (i.e the requester's name). I don't have other accounts to test it out.
Can someone please provide a workaround to this problem
So basically I want this to happen:- For example when John enters the form his name should be auto populated in the requester's name field. And once this form is send to Michelle who approves it - the approver's name field should have been autopopulated with Michelle's name.
How can I avoid overwriting of data.
Thank you for helping
Add fields to the form data source to store the data returned from GetUserProfileByName service. Do not use default values for the values in these fields. Instead, I generally use form load rules for this - run the query, and then, if the requester field is blank, set the field to the user's name from the datasource.
When the approved view is submitted, you can take a similar approach with the approver name field - if it is blank, set it.
How can I read a people picker field and query AD to load additional fields related to the person in the field. Example: Employee Name; load information want to load email address, phone number. the InfoPath form is being used with Nintex Workflow and SharePoint 2010.
I have searched and have not been able to find answer.
Thanks
D
Unfortunately I don't have enough reputation points yet to leave a comment, but your question really doesn't provide enough detail. So any answer provided is going to be based on assumptions. You don't even clarify what version of InfoPath you're using.
That said, a good place to start is to create a data connection to receive data. You'll need to select the web service option and will then need to enter in the web server address. The address will probably be in the following format:
http://yourservernamehere/_vti_bin/userprofileservice.asmx?wsdl
Replace yourservernamehere with the address of your SharePoint server. Then, you'll need to select GetUserProfileByName as the operation you need. Just keep on clicking next and then finish to complete the connection.
You will then have to view the data source within InfoPath to see what fields are available and map the ones you want to the fields you want prepopulated on your form.
All this is based on my own assumptions, so I can't guarantee it will work in your scenario. Happy to assist if you still need help and are able to provide more details.
To autocomplete you can use your e-mail or phone number fields, with a new action rule. This is due to people picker fields not allowing any action rules applied to them.
The web service option mentioned in another answer unfortunately no longer works in SharePoint Online. Please use a data connection the hidden User Information List located on the stem of your SharePoint site instead.
Condition:
Use the condition DisplayName is not blank by using "Select a field or group..." in advanced view and selecting your people pickers DisplayName field
Actions:
Set a field's value
Field: User Information List data connection queryFields DisplayName of people picker
Value: your forms DisplayName of people picker
Query using a data connection: User Information List data connection
Set a field's value
Field: your forms email or phone number field
Value: data fields > Work_email / Work_phone of your data connection
I created a custom field for a user's hometown, let's call it "field_home", that is required for every user when they register an account. They can only select certain text values from a list.
Is there any way I can add a "Hometown" column in admin/people, which lists every user's field_home value along with their user name and roles?
Thanks for any information!
I would recommend creating a new view. You can build a better view than the one provided in admin/people in no time.
Add your own custom fields, edit/cancel-account links and filtering criteria. That'd be much easier and faster.
I've installed CRM 2011 to see if I can tailor it to our business. We do repairs, I want to be able to book in a contact (client) and then a case and have the clients number and address print on the case form. All I can find are fields relevant to the case and not client, any idea on how I can select them?
To get fields from the contact onto the case form you could -
Create redundant fields on the case form for the fields that you want to port over from the contact, and then edit the mappings of the relationship from Contact to Case to map those fields to the case.
Create a web application that loads contact data and then add it to an iframe on the case form. Make it so that the web application accepts the case id in the query string of the URL so that it can look up the related contact and load its details within the web app.
Add JScript (or HTML resource in 2011) to the case form to load the contact values on the fly. You will have to use SOAP XML (or REST endpoints in 2011) messages to pull the data from the CRM service and then can inject it into the CRM case form's DOM.
Option 1 is the quickest solution but will not be realtime (only comes over when the case is first created and must be related to the contact on creation. Option 1 also adds some database redundancy.
Option 2 is the most supported realtime solution, but also requires the most work.
Option 3 is easier than option 2, but any DOM injection will likely not be supported for future releases.
EDIT
To use the mapping option, go to Settings > Customization > "Customize the System". Expand the Case item in the left hand navigation. Then click on N:1 relationships and open the relationship "incident_customer_contacts". This relationship connects the contact to its cases.
On the relationship window click on "Mappings" in the left hand navigation. This controls what fields are mapped from the case when it is created.
Click new and select the contact field from the left that you want to map to the case on the right. Repeat this for each field that you want mapped. Note that the fields need to be the same types, and if they are option sets, they will have to have the same underlying integer values for each of their options.
Now when you create a new case from a contact (or set the contact during the create), the fields should map onto the case.
Seeing as how Craig mentioned he's using CRM 2011, I felt I'd clarify that for Option 3 of Cole's suggestion, you can also use SOAP Xml against the Organization Service, or just use the REST endpoint and both will be supported. So long as you utilize CRM's Xrm.Page object to display the data on the form and don't do any other DOM manipulation, you should be fully supported.
Another Option, "Option 2b" we'll call it would be to add fields to the form for the data you want to be loaded, then add a plugin registered to the Retrieve of the case entity that would populate those fields on the fly for you. No redundancy other than the fields on the form at that point.
I would personally recommend Option 2b if possible because there will not be any lag in loading the data onto the form, and it provides for minimal data redundancy, minimal service calls, and the least amount of additional customizations.
My option is a lot easy one. All we are doing is using Dialog to create cases and in the dialog fields you can get contact detail dynamically. At the end of the form when you create new case, use this dynamic values to submit in Case form.
We get times when customer tell us that the phone number is changed since last time and this method gives you option to change customer's details on the fly and submit both in Contact Entity and Case entity at the same time.