Update SharePoint tasks by looping through a repeating table on an InfoPath 2013 form
Watch this demo video of how you can use a SharePoint 2013 workflow to loop through items from a repeating table on an InfoPath 2013 form to update SharePoint tasks by reassigning them to a different user that has been selected through a people picker control on the InfoPath form.
The following InfoPath 2013 with SharePoint 2013 video demonstrates how you can first move SharePoint tasks between two repeating tables to select tasks, and then use a SharePoint Designer 2013 workflow to loop through the rows of the repeating table containing the SharePoint tasks to be able to update the selected tasks that are stored in a SharePoint list by assigning them to a different user that was selected via a people picker control on the InfoPath form.
Instead of moving items between repeating tables to select SharePoint tasks, you could also move items between list boxes to select SharePoint tasks.
Brief instructions to create such a solution are available in the InfoPath 2013 Cookbook 2 Club.
InfoPath 2013 with SharePoint 2013 demo video transcript
Here I'm in SharePoint 2013, where I've got this Tasks SharePoint list, which currently contains these 5 tasks, all of which have been assigned to Jane Doe. I've also already published an InfoPath form template to this SharePoint form library. So if I add a new form, you'll see that when the form opens, it will display this repeating table control on it containing the 5 tasks from the Tasks list.
The basic idea now is that I would like to move tasks over to a second repeating table containing selected tasks, and then reassign those tasks to someone else. I can move items back. And this action of moving items between these two repeating tables is a codeless technique, so this InfoPath form does not contain any code.
So these two tasks, the First Task and the Fifth Task, I would like to reassign them to another user. I'll choose Clovis. And I'll save the form back to the SharePoint form library. Once I've done that, a SharePoint Designer 2013 workflow that makes use of the same technique discussed in recipe 102 of InfoPath 2013 Cookbook 2 will kick off, it will loop through all of the tasks that I selected in the Selected Tasks repeating table, and reassign those tasks to Clovis.
So I'll continue refreshing the form library until I see that the workflow has started. As you can see, it has started. So now I'll continue refreshing until I see that it has completed...
So now that the workflow has completed, I'll go to the Tasks list, and we should see that the First Task and the Fifth Task have been reassigned to Clovis. So the First Task has been reassigned to Clovis, and also the Fifth Task.
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Copyright: This article may not be used on web sites (whether personal or otherwise), copied, disseminated, altered, printed, published, broadcasted, or reproduced in any way without an expressed written consent of S.Y.M. Wong-A-Ton. The techniques demonstrated in this article may be used within any Microsoft InfoPath project. This article is provided without any warranties. Copyright for this article is non-transferrable and remains with the author, S.Y.M. Wong-A-Ton.
Related InfoPath Articles:
- Bulk convert InfoPath forms to Word documents in SharePoint 2013
- Move items between two InfoPath list boxes (no code)
- SharePoint Designer 2013 workflow to loop through InfoPath repeating table (no code)
- SharePoint Designer workflow loop through people picker (no code)
- SharePoint list CRUD operations using an InfoPath repeating table