Connecting to a Sharpoint list from an Infopath form - InfoPath Dev
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Connecting to a Sharpoint list from an Infopath form

Last post 03-07-2014 11:47 PM by efyuze. 3 replies.
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  • 03-03-2014 02:48 PM

    • efyuze
    • Not Ranked
    • Joined on 11-16-2013
    • Posts 6

    Connecting to a Sharpoint list from an Infopath form

    hello

    our current system:

    Sharepoint 2010 + Infopath 2010

    Currently connect to a SP list to read in department names and show in infopath dropdown list

    Problem:

    Department name changes often and the users do not have write access to the form - because they are now associated to the new department name.

    Desired solution

    Automatically update the department name in the form when the SP dept List is updated.

    Approach 

    Use workflow to update the dept name in form. Based on the dept ID (unique ID associated to each element in list) look up dept name in form, if different from dept name in SP List, I update 

    Question

    In addition to reading in the dept name (to the form) how do I also read in the ID? When the user selects the dept name, I would also like to save the ID to a field to be later used in my workflow.

    thank you in advance for your assistance

  • 03-05-2014 01:59 AM In reply to

    • efyuze
    • Not Ranked
    • Joined on 11-16-2013
    • Posts 6

    Re: Connecting to a Sharpoint list from an Infopath form

    hello anyone ???
  • 03-07-2014 03:21 PM In reply to

    Re: Connecting to a Sharpoint list from an Infopath form

    The data connection will have the ID field in it and it is required, so you should be able to simply set the value of the field to the ID. I recommend using that as the main field in your form (not the display) and lookup the display using a filter.

    Dropdowns do this automatically. Just right click properties, go in and set the value to be the ID and the display to be the display field.

    Good luck!

    Patrick Halstead
    Project Manager at Qdabra
  • 03-07-2014 11:47 PM In reply to

    • efyuze
    • Not Ranked
    • Joined on 11-16-2013
    • Posts 6

    Re: Connecting to a Sharpoint list from an Infopath form

    Hi Patrick thank you for your reply. I will try that out.

     regards

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