Related Items Not Filtering Correctly

Discussions about Forms Designer for SharePoint 2013 / 2016 and Office 365.
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YumaIT
Posts: 18
Joined: Tue Oct 02, 2018

09 Nov 2018

Hi,

I followed the instructions on the following page to add a related items table to my form.

https://spform.com/documentation/relate ... gular-mode

I did this on both the Edit Form and the Display Form of the same list. The filtering is working on the Edit Form
Edit.PNG
Edit.PNG (123.91 KiB) Viewed 2355 times

However, the filtering is not working on the Display Form
DisplayCapture.PNG
DisplayCapture.PNG (117.9 KiB) Viewed 2355 times

One other issue. I noticed on the Edit Form that the related items is in Quick Edit Mode. I set the property to "None". Do you know why this may be happening?
RelatedItemsProperties.PNG
RelatedItemsProperties.PNG (46.41 KiB) Viewed 2355 times

Thank you.

User avatar
AlexZver
Posts: 232
Joined: Mon Aug 27, 2018

12 Nov 2018

Hi!

1) Check your Display Form settings, the Data Source of the related items should be configured just like on Edit Form. Do not forget, that forms can be saved separately
Screenshot_97.png
Screenshot_97.png (15.35 KiB) Viewed 2350 times
2) Have you saved your form after changing Quick Edit property? Please save your forms again, wait 5-7 seconds until success message appears and try again.

YumaIT
Posts: 18
Joined: Tue Oct 02, 2018

23 Dec 2018

Hi,

I checked my Data Source properties and they are identical. See below.

Display Form Data Source Properties
DataSourceDisplayProperties.PNG
DataSourceDisplayProperties.PNG (47.05 KiB) Viewed 2320 times
Edit Form Data Source Properties
DataSourceEditProperties.PNG
DataSourceEditProperties.PNG (47.36 KiB) Viewed 2320 times

From a Javascript perspective I double-checked the code to make sure that the relevant code is identical as well. However, there are differences in the overall code base due to the functionality of the HelpDesk Application. I'm not sure if that makes a difference but I pasted it below. Can you please advise on what I can look at next or if you have something else for me to try.

Here is the relevant code.

Display Form Javascript
fd.populateFieldsInGrid($('.related-items'), {
Ticket: '{CurrentItem}',
});

SP.SOD.executeOrDelayUntilScriptLoaded(function() {
var ticketDisplayForm = new Plumsail.HelpDesk.Forms.Tickets.DisplayForm({
rootElement: document.getElementById('fd_form'),
ticketId: GetUrlKeyValue('ID'),
});
}, "plumsail.helpdesk.js");

Edit Form Javascript
fd.populateFieldsInGrid($('.related-items'), {
Ticket: '{CurrentItem}',
});

fd.conflictResolutionMethod(Plumsail.FD.ConflictResolutionMethods.override);
SP.SOD.executeOrDelayUntilScriptLoaded(function() {
var editForm = new Plumsail.HelpDesk.Forms.Tickets.EditForm({
rootElement: document.getElementById('fd_form'),
ticketId: GetUrlKeyValue('ID'),
formsDesigner: fd,
validateAssignTo: true,
requesterField: fd.field('Requester').control()._el().parent(),
debug: true
});

Plumsail.HelpDesk.FileAttachValidation.start();
}, "plumsail.helpdesk.js");

User avatar
AlexZver
Posts: 232
Joined: Mon Aug 27, 2018

27 Dec 2018

Hi!

I'm sorry for a late reply.

I've done some research and I couldn't reproduce your issue. Could you please try to add this related items control on a brand new list? Does the issue still exist?

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