Summary view for Sharepoint

[Jason Sutterfield]

I have created a basic Infopath resource allocation form that has
several fields in a repeating section:

Resource (non-repeating)
Type (select box)
Client (text)
Project (text)
Notes (text)

Due to the way Sharepoint summarizes your view (first, last, sum,
etc.), I want a way to have one read-only text field that I concat each
element in the repeating section and save that data for view in
Sharepoint.

Example View in Sharepoint
Resource1 - current - client1 project 1 - project 1 notes
Resource 1 - future - client 2 project 2 - project 2 notes
Resource 2 - current - client 1 project 1 - project 1 notes

I am fairly new to Infopath and still trying to get my hands around it.
Any help would be greatly appreciated!

 

[Scott L. Heim [MSFT]]

Hi,

These steps should provide what you want:

- Open your InfoPath form in Design View
- Add a new text box to your Repeating Section
- Right-click on the new text box and choose Properties
- Click the "builder button" next to the Default Value field on the Data tab
- Click Insert Function
- Select "Text" from the Categories list
- Select "concat" from the Functions list and click OK
- You should now see the following:

concat(double click to insert field, double click to insert field, double
click to insert field)

- Double-click on each entry and select the fields you want to concatenate
together. If the 3 default entries next to "concat" are not sufficient, you
can simply add more and simply separate them with a comma as shown.

** NOTE: If you want to have each field's data separated by a hyphen, then
your resulting formula would look similar to:

concat(field1, " - ", field2, " - ", field3, " - ", field4, " - ", field5)

Just be sure you either double-click where shown or use the Insert Field or
Group button to properly select your fields.

I hope this helps!

Scott L. Heim
Microsoft Developer Support

This posting is provided "AS IS" with no warranties, and confers no rights.