Daniel Clarke:Hey Patrick,
Sorry for
asking for more detail but I am still trying to learn all of this and
can't seem to find what you mean by "Filter".... I do have an
Infopath form that I currently have a repeating table set up, in the
repeating table I have multiple columns but two of those "Company" and
"Project" are pulling information from the same list in Sharepoint in
dropdown boxes. I would like it to work in where a user picks the
company and the only projects that are listed are the ones that are used
by selected company...does this make sense and how can I accomplish?
*EDIT*
This
filter data is a little tricky, I cant seem to get it to display
exactly what I am looking for it to display. Most of the time it
displays nothing in the project box after I set a filter, than other
times (after changes) it displays random projects but not specfic to the
company choosen, I must be doing something wrong here. :( Any
additional help with figuring out this filter madness would be great!
Thanks in advance, I really appreciate all the help I get here!
-Daniel
Hi Daniel
I just had to do something similar to what you are asking
about. It is completely possible (plausible) without using coding.
First, your InfoPath form cannot be Browser Enabled for the
filtering to work correctly.
You need to make a minimum of 2 lists in SharePoint. One will
hold the Project Names. The second list would hold both the Company Name and the
Project Names.
In the company list, for every project they are involved with, you will need to add an additional line with that Company name. As shown above.
When you add the Data Connection in your InfoPath form, you want to make sure both columns are selected. Set up the Company name field as normal, check marking "show only entries with unique display names.
When you set up the list box properties for the Project, create as normal, however, while you are still in the Select a Field or Group property box, click on Filter Data at the bottom of the box.
In the filter data box, select Add.
In the first field, you want to choose "Select a Field or Group". Locate your Company field. In the second box, you want it to say "is equal to". In the third box, you want to select "Use a formula"
In the Insert Formula box, type
current()/my:Company
After you have clicked on OK enough times to get out of the List Box Properties, it will not look like you typed this, but it should take care of your filtering problem.