Query Forms from within other Forms - InfoPath Dev
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Query Forms from within other Forms

Downloads: 116 File Size: 636.8kB
Posted By: Mel Clemente Views: 306
Date Added: 03-23-2017

 

Overview

Sometimes you have a form and you want to show another form's data, without actually copying it into your form.

In other words, you don't want to include the queried form into your form. You just want to link the forms together and show the related form as a reference.

How do you add this "satellite" form to your main form without impacting the design of your main form?

In this blog, we'll show you how to query and display data from a separate satellite form without ruining the integrity of your main form.

Requirements

  • You are a site collection admin.

  • Your site has the FormsViewer App installed, or your SharePoint admin can install it.

  • You have an InfoPath form or access to InfoPath Designer to create one.

Sample Scenario = Policies

Every business process needs a policy. The policy may change throughout the year. For example, an expense report may require receipts for expenses exceeding $100 this year, but this limit may be raised to $150 next year. The business process admin should be able to update the policies by going in to the Policy library and adding/updating forms.

Usage Scenario

View Policy

1.       User opens up your form

2.       Clicks on Show Policy

3.       If no matching policy exists, Main form shows "No policy document"

4.       If policy form exists, Main form queries the policies form

5.       Main form displays the policy

Add or Edit Policy

1.       Business Process Admin adds a new policy with the name for the main form which it will target

Components

To implement, you will need the following:

  • Policies Form - required

  • Policies XTP - generic XTP that can be configured

  • Your Main Form - where you insert the XTP

Technique

Query the Policy form library using the URL for the Main form (as if it is a unique ID to search for a policy).

Download the files from the link above. 

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