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How to import data from Sharepoint Form Library to infopath form.

Last post 07-26-2008 04:44 PM by AaronB. 2 replies.
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  • 07-24-2008 08:23 PM

    • AaronB
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    • Joined on 07-24-2008
    • Posts 5

    How to import data from Sharepoint Form Library to infopath form.

    I have an InfoPath form that is hosted through a form library on SharePoint 2007. The form has two views, one for users to add information, and the second for me to add additional information. I want to have a third page for analysis, but I am new to "Receive" data connections. Below is and example of the fields that are in my form.

    Information users Submit.

     

    Date:

    Time:

    Location:

    Subject:

      

    I want to create a field that will import and display all of the locations in my SharePoint list if it equals the same subject name as a field.

     

    Subject: Jeff 

    Active Locations:   Minneapolis, New York, Dallas, LA

     

  • 07-25-2008 06:58 AM In reply to

    Re: How to import data from Sharepoint Form Library to infopath form.

    Hey Aaron.

    Unfortunately you cannot query Sharepoint.  You have to load all of the data, which will come from your default view, and then do a filter or sort once it is in your form.  So you can get what you want in the end but the performance is not good, especially if the list is large.

    I use SQL and Web Services so that I can query any record set I want.  Then you can use Excel or web reports for analysis.

  • 07-26-2008 04:44 PM In reply to

    • AaronB
    • Not Ranked
    • Joined on 07-24-2008
    • Posts 5

    Re: How to import data from Sharepoint Form Library to infopath form.

    I actually figured out what I was trying to do. I wanted to create a data connection to a SharePoint list to prepopulate fields in my infopath form, using infopath feilds to filter the data from SharePoint. I got it to work, but my only issue is it will only work for the information in the first list item in my SharePoint list. My question now is how to tell the field to look through the entire list instead of just the first item?

     Below is the formula that I assigned to the infopath field that pulls information from the SharePoint data connection "Secondary Data Source":

     @ows_Manager[@ows_Store = field39]

     The formula is asking the field to display a managers name from the SharePoint list when the Store equals the value of Field 39.

    This formula will work with the first store in my list, but when pick the second store the field becomes blank. I am obvoisly still learning the basics of Infopath, so this answer probably seems easy to someone. I appreciate any help.

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