related-items with multiple users = problems

Discussions about Forms Designer for SharePoint 2013 / 2016 and Office 365.
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Dars
Posts: 12
Joined: Thu Apr 07, 2016

15 Apr 2016

Hello,

I have one form with the related-items control on it. One user is starting entering data in the form and also on the related-items control. The parent field in my related-items list are then set to "blank" until the user really save the form.

In the meantime, someone else open the form to create an entry, the related-items control will show the entry from the other user because the key is still blanked out.

At least if the second user save his record, he's not "grabbing" the record from the first user but still, is there a way to not have the "unassigned" record to not being showed to the second user because it doesn't belong to him?

Thank you.

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rostislav
Moderator
Posts: 364
Joined: Mon Oct 19, 2015

15 Apr 2016

Please provide some screenshots showing the problem (upload them to, say, Postimage.org).

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Dmitry Kozlov
Site Admin
Posts: 1524
Joined: Thu Jun 07, 2012

17 Apr 2016

I think, I understood the problem. You need to configure filtering of the Related Items control on a new form so that it will return nothing. Ex.: open Data Source Editor, pick Filter by form field and set both Form field and List field to ID.

Dars
Posts: 12
Joined: Thu Apr 07, 2016

19 Apr 2016

Hello,

Actually, I do have filtering already enabled. So here's the step to reproduce and screenshots.


1- I create a new record in my master list. Enter one line of data for my child list in my form then press enter. I didn't saved my record yet but the record for the child list is created if I check on another browser and no parent ID is assigned yet because I didn't saved my master record.

http://s18.postimg.org/8qafypj21/1_Firs ... _Enter.png

http://s18.postimg.org/kkmsa36pl/2_Chil ... nt_Yet.png


2- On another browser, I create a new record (still didn't saved the record from the first browser session) and we can see "Comments #1" displayed because Master ID = blank (not yet created) and Parent ID from child list is still blank

http://s18.postimg.org/syxtkfid5/3_New_Record.png

http://s18.postimg.org/nkz1cvsmx/4_Filt ... nabled.png

Thank you

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Dmitry Kozlov
Site Admin
Posts: 1524
Joined: Thu Jun 07, 2012

19 Apr 2016

Yes, I see. That is why I recommend you to define a filter for the new form that always returns empty result. Say, Form field = ID and List field = ID. Please, makt sure that this filter is applied for the new form only.

Dars
Posts: 12
Joined: Thu Apr 07, 2016

19 Apr 2016

Oh ok I get it, sorry.

Thanks again for your help, that should fix the problem and close pretty much all the pending points I had with my evaluation :)

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