InfoPath Dev

Hello I have two SharePoint lists the first "Customer" has the fields Company and Contact. The second "Orders" is a order list with details of orders. I have created two data connections for the two lists. On my test InfoPath form I have two fields, one returns the Username of the person viewing the form, Username() function. The second field I want populating with the company that the user belongs to. So the workflow is this. A user opens the form, the username field is populated by the username function Username(). The second field gets the username value and queries the the customers list to find the Company value. I can get the values into a dropdown box but when I add the filter I return no values? Please help Thanks Geoff

JimiH:

I have two SharePoint lists 

the first "Customer" has the fields Company and Contact. 

The second "Orders" is a order list with details of orders. 

I have created two data connections for the two lists. 

On my test InfoPath form I have two fields, one returns the Username of the person viewing the form, Username() function. 

The second field I want populating with the company that the user belongs to. 
So the workflow is this. A user opens the form, the username field is populated by the username functionUsername(). 
The second field gets the username value and queries the the customers list to find the Company value. 

I can get the values into a dropdown box but when I add the filter I return no values?

 

If your customers are sharepoint users, as follows from your question, then you do not need any custom and/or additional lists and/or structures since you can put and use in-built user profiles with dozens of related fields there

Cf. my reply how to get current user name (or other her fields like her department, office location, e-mail) 

Also, I could not grasp how and by which your  Orders list is related to what you have asked.

So, in order to get the company of current user, I created

Customers list with fields:

• CustomerName (renamed from Title, shouldn't a customer be identified somehow?)
• CompanyName
• Contact
• etc, never mind

 

 

Filled it with (some) data

In Infopath Designer 2010 created (File --> New -->)  Blank Form

Put there  "Text Box" control, data connection to Customers list (called it for me CustLst)

Text Box Properties:

Default value: 

Pressed fx button --> clicked "Insert Field or Group..." button --> under CustLst (Secondary)  chose CompanyName (under dataFields --> d:SharePointListItem_RW)

 

Pressed "Filter Data..." button

 

• under left drop-down-list, chose CustomerName
• "is equal to"
• under right drop-down-list "Use formula..."
• "Insert Function..." --> User --> userName --> OK

 

Well, pressed OK half-dozen times

Formula looked as:

• CompanyName[Title = userName()]

 

Note I renamed Title field to CustomerName but it dropped back to insist on Title anyway
(guess I wouldn't make it in code) 

F5 --> Yes --> Worked like a charm for me

 

Thanks that worked perfectly.

Geoff

Hi Gennady, I have a similar problem which I am unable to resolve; Three lists on SharePoint 2010; - Clients master - Projects - Log I want a user to add a log entry about a project. Using InfoPath, I have modified the form. Now, they can select a client from the Clients master list, this then filters the next drop-down box of projects by that Client - great. I now want to retrieve the corresponding 'Project Owner' and 'Project Manager' fields from the Projects list and have this recorded in the Log list. I seem to be struggling around the two fields being people fields. If I try to add the people picker control from the list of fields in the Log list, I can't change any of the fx options. I've tried using a text box in the Log list but it complains about getting data from a repeating field (people) and putting it in to a non-repeating field (text box). Any suggestions would be greatly appreciated! Thanks, Bryan