Successive Cascading Dropdowns - Without Coding - InfoPath Dev
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Successive Cascading Dropdowns - Without Coding

Last post 01-20-2012 12:46 PM by Hilary Stoupa. 5 replies.
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  • 01-20-2012 10:19 AM

    Successive Cascading Dropdowns - Without Coding

    Hello everyone.  I am working on my first ever project with SharePoint and InfoPath and I have hit a brick wall.  I was hoping someone would be able to help me out.

    I have created a series of five SP lists that contain both "lookup" columns and entered text.  I want to create a form using InfoPath that will creating cascading dropboxes from the data in the lists.

    Example:

    Table 1: Customer Name (one column with names)

    Table 2: Warehouse Locations (One column with warehouse codes)

    Table 3: Customer Address (3 columns - 1 open text for addess and 2 lookup columns one for name and one for location)

    Table 4: Product List (2 columns - 1 open text for Product and 1 lookup column for warehouse location)

    I have been able to build the form so that once the customer is selected, the customer address dropdown only shows their addresses.  However when I try to populate a field with just the warehouse code (which is in the address entry) I am getting nothing.  I have a feeling the whole issue is just with filters but no matter how much I play I can't seem to figure it out.

     The step after that one is similar, I would like to populate the product list with the items from its related warehouse.  This is because not all warehouses carry the same product.

     ANY assistance you can give me would be greatly appreciated.

    Thanks!

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  • 01-20-2012 11:16 AM In reply to

    Re: Successive Cascading Dropdowns - Without Coding

    Filters is the way to go if you want a no-code solution here. I created a video tutorial should help you out. If you have any additional questions, let me know!

    http://youtu.be/SH7xUEcQwwg

    Anson Hidajat
    Qdabra® Software/ InfoPathDev.com
    The InfoPath Experts – Streamline data gathering to turn process into knowledge.™

  • 01-20-2012 11:30 AM In reply to

    Re: Successive Cascading Dropdowns - Without Coding

    Thank you very much for your reply.  I watched the video and it was helpful but I have one more question.  Will this work IF the columns in the SharePoint list are "lookup" columns?  I keep getting a number (assuming it is an ID) instead of the value.

  • 01-20-2012 12:09 PM In reply to

    Re: Successive Cascading Dropdowns - Without Coding

    Yes in fact the columns I have in the video are lookup columns to the other list.
    Anson Hidajat
    Qdabra® Software/ InfoPathDev.com
    The InfoPath Experts – Streamline data gathering to turn process into knowledge.™

  • 01-20-2012 12:40 PM In reply to

    Re: Successive Cascading Dropdowns - Without Coding

    OK - I started from scratch and it seems to be working with ONE major exception.  When I choose my customer and address, the warehouse code dropdown has a number instead of the value.  This has to be because it is a lookup field.  How do I get the name of the field and not its associated ID #?
  • 01-20-2012 12:46 PM In reply to

    Re: Successive Cascading Dropdowns - Without Coding

    Drag the secondary data source you are using for the "warehouse code" dropdown onto the form and preview, so you can see if perhaps there is a different column that has a display name.

    Hilary Stoupa

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