InfoPath Dev

Sorry if my title doesn't make sense. I'm still trying my best to figure out how to explain what I'm trying to do. It seems simple but I'm completely lost - lol

I have two fields that are feed by one list on a SharePoint (2007) site.

I'm trying to setup InfoPath (2003) so that the first field has the manager listed (I'm able to do this) but the 2nd field has the employees listed based upon what manager you choose from the first field. This is all done with a drop down control.

In my Excel document that I imported into SharePoint looks like this.

Last First Employee ID Manager
Doe Jane 1234 Smith
Doe John 3412 Wilson
Henry James 5742 Wilson


So when someone fills out the form, they will see the employee listed depending on who they choose as the Manager?

Thanks for any help

Michael

You are looking for cascading dropdowns. Here's a great post, and here's another...

Thanks for the examples but I'm looking for a way to do Cascading dropdrowns from a single SharePoint list. I'm having problems filters the 2nd field once you've made choice from the 1st field.

 Thanks

Michael

Based on your sample data, the filter would be that the Manager from the SharePoint data source is equal to the main data source field bound to the drop down where the user selects the manager.

Sorry I'm pretty new to this and I have no idea what your statement is telling me :(

So right now, I have one field that displays the Manager's name. I'm stuck trying to build the 2nd drop down to only show employees that report to the manager from the first field. Is there a type of filter that I need to build to only display employees based upon a previous selection? 
Thanks againMichael

For your second drop down, use the same data source. When you select the repeating group that contains the entries that you want to use in your dropdown, there is a button to the left that says "Filter". Click it.

Add a filter that says if the Manager field from your SharePoint data source is = to the field in your form that the manager drop down is bound to. If you want, attach your template to a reply (under the options tab) and I'll take a quick look.

I've changed my thought to only displaying data from the drop down in the other fields. The other fields would only be read only. Thus I just want the user to select from the drop down and the other fields will auto populate from the users choice. Attached is my template. Any help would be greatly appreciated. Thanks again Michael

I added a rule to your PIN field to set your First Name field from your secondary data source. Give it a whirl. Right click the link in the header and save the template locally. Right click the template to open in Design mode and then you'll be able to preview.

Thank you so much. For some reason I just cant get my hands around this project and feel totally lost. I do have another request though. I looked over what you did and tried to duplicate to show the last name and for some reason nothing appeared. Can you only have 1 rule in this situation? Attached is the file with my code added to yours. If so, i'll just go ahead and add the first name last together in Excel and re-upload into SharePoint. Thanks again Michael

Ignore my previous post. I was finally able to figure it out and I'm good to go. Thanks you again for helping me with this. Many Kudos to you !!! Michael

Hilary,

I have this form template that works fine right. However, I have added another requirement "OTHER" in the Secondary Applications/Implementations section. I want to display all drives in the “Drive Size” section when this option is selected, on condition that the SQL is blank/false and IIS or Application are also blank/false. This rule is not working for me, and I am wondering if you can check my template and offer some help. I have attached a copy of my template

Thanks

Nee2ok

Sorry, I don't understand. You want to hide the different drive fields in the Drive Size section based on certain values?

Looking at your conditions, I'd guess you need to hide the fields if Other is not equal to true.

Then you'll need to add some additional conditions for hiding - so, if Other is true, you'll still want to hide if SQL is true or if IIS or Application is true - where did you have the rule you were trying?

nee2ok:

I have this form template that works fine right. However, I have added another requirement "OTHER" in the Secondary Applications/Implementations section. I want to display all drives in the “Drive Size” section when this option is selected, on condition that the SQL is blank/false and IIS or Application are also blank/false. This rule is not working for me, and I am wondering if you can check my template and offer some help. I have attached a copy of my template

 

I cannot find "This rule is not working for me" in enclosed template

Currently, only certain drives are displayed when the other options are displayed. But I would like to create a new rule to display all drives when "Other" is true/selected.

Thanks, Nee