Need simple explanation on how to submit & lookup records individually and as a group based on a drop down field choice - InfoPath Dev
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Need simple explanation on how to submit & lookup records individually and as a group based on a drop down field choice

Last post 10-04-2013 03:18 PM by M Burke. 0 replies.
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  • 10-04-2013 03:18 PM

    Need simple explanation on how to submit & lookup records individually and as a group based on a drop down field choice

     Hi,

    I'm looking for the clearest, non-code method to perform the following actions:

    1. User opens form and creates a new record (list, library - wherever) to provide initial information. There is a unique identifier in this initial submission.
    2. User later has to enter additional information, at different times throughout the year, that includes adding $$ to the initial amount submitted. They need to retrieve the original and subsequent entries each time they do this.
    3. User's manager wants to see all the entries with a total cost for all changes entered after the first submission.

    I'm working in SharePoint 2010 with InfoPath Designer 2013.

                I've tried various approaches based on forum discussions and just poking around but end up deleting everything and starting over again because it doesn't work, one way or another.

                I'm probably picking the wrong posts because I really do not understand the verbiage being used in most of them.

    Can anyone direct me to the correct tutorials, posts, or just tell me the general steps I have to take using the tools I have?

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