Pulling Data From Sharepoint List with Infopath 2014 - InfoPath Dev
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Pulling Data From Sharepoint List with Infopath 2014

Last post 12-23-2014 03:44 PM by Bre Huston. 1 replies.
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  • 12-20-2014 12:43 PM

    Pulling Data From Sharepoint List with Infopath 2014

     Dear InfopathDev Forum,

     Hi!  It's a pleasure to be here.  I'm developing some forms for my workplace and am just starting out with InfoPath.  I came across already some questions I am having difficulty finding the solution to.

     I have a Sharepoint list with 6 columns currently:
              ID   upc   name   cost   price

     I am working on a basic InfoPath form with the following intention:
             The user types in a number in the "upc" field
             The "name" "cost" and "price" fields are populated with the information associated with the "upc" on my Sharepoint list.

    I've been looking everywhere for a solution that works and nothing is working out.  This is what I've done, and from what I've read *should* work:

    • Started new InfoPath form
    • Went to the Data tab and  added a data connection "From SharePoint List" - the list name is "simpletest" - and selected the fields I'd be using
    • Added two textbox fields to the form (field1 and field2)
    • Created a rule on field2
      • on the condition that "field1" "is equal to" "upc" (selected from the datafields portion of the "simpletest" connection)
      • to perform an action "set a field's value" "field2" = "price" (selected from the datafields portion of the "simpletest" connection)

    From what I can tell, this is correct.  But it doesn't work.  Does anyone see the holes in my methodology here?  It seems pretty straightforward, so I don't know where I'm going wrong.

     Thank you,
    Ben


     

  • 12-23-2014 03:44 PM In reply to

    Re: Pulling Data From Sharepoint List with Infopath 2014

    Hello Ben,

    Welcome to the InfoPath community! The scenario you've outlined above is a cascading dropdown that relies on the value of the upc. You've started in the right direction, but just need to make a few edits o your form. I'm attaching an example for your reference. Take a look at the drop down rules. Your logic was almost correct.

    1. Remove the condition from the rule
    2. in the action you will set a fields value, "field2 = price" where UPC(from your main data source) = upc (from your secondary data source) 

    The reason the action did not work s that there were multiple upc values being compared in the condition, so if one did not match, you rule would not fire. In your action, you have to specify which of the values to use in relation to the referenced upc.

    Hope that helps!
    Bre

    Bre Huston | Project Manager

    Qdabra® Software / InfoPathDev.com / FormsQuo /  877.544.2389 main / 425.318.7843 direct

    Business Process Automation for Everyone – Streamline data gathering to turn process into knowledge.™


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