InfoPath Dev

Regarding SharePoint 2010, I love to add dataviews to the default or my own displayforms for lists. I usually do this so that say when you open a "Project" list items display form you have a dataview beneath that shows related "Project Tasks" from the project task list via dataview filtered etc. The great feature in sp2010 to make the default forms or custom forms using InfoPath 2010 is super nice, crazy added functionality but then I can't have dataviews on the form as i can with the default type list forms. I've really tried to figure out ways to, but can't seem to find a way. Is this possible?

Hi Homeslacks,

If you're using browser based forms, why not just add a web part to show the data view and publish your infopath form to promote fields to the web part on submit. Then you can have a refresh button in your form that submits the values to your web part and those can then be filtered. Should be easy.

If you're using a rich client form you'll need a 3rd party app to pull data down from a ShP list or a SQL DB. Qdabra (sponsor of this free forum) provides free trial software to do both. qRules allows you to pull values down from a SharePoint list and DBXL pulls values from SQL. Both tools are inexpensive and designed to save you time and money.

but, if you're using browser forms - as I suspect - I'd look at the Web Part stuff. Good luck!

Hi Patrick,

 Thanks for your suggestion, here's my design goal though.

I have a page that's designed as if it were a little CRM type dashboard. Imagine that the top right of the page has a "company filter" then beneath it an "ID" filter. Those items are tiny and take up no space. Along the center-top is the main parent item, we'll call it the Records. These records were complex enough to warrent an infopath form and it's nice and happy as such, infopath web services form. Now, beneath is a custom row of items via custom tabs for "Tasks, contacts, notes, calendar items" that each display records on their respective tabs when you select the particular parent record.

 So, you jump on the dashboard, decide you just want to see company X via filter, select item 3 then you can see all the related items along the bottom.

Why do I want a dataview on my infopath form. Suppose you dont want to have to navigate to the dashboard, filter to find then select an item just to see what all went on with it (other good reasons too). I could create in the "Records" list a series of views or for that matter via search you search for a specific record etc, it would be great if when you open the record, I had below it or in a perfect world a view just for related items that showed all the contacts, notes etc for that record.

 I've done this ton's of times with a list display form, slapping on dataviews to it and custom filtering the items just to show related items, but never seen how I might do that with an infopath form.

What do you think?