Repeating Table-Add Filtered Data from Secondary List - InfoPath Dev
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Repeating Table-Add Filtered Data from Secondary List

Last post 12-10-2015 09:26 PM by Majik. 1 replies.
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  • 11-20-2015 01:15 AM

    Repeating Table-Add Filtered Data from Secondary List

     I have the following scenario that I am trying to get find a solution for.

    I have two lists within my SharePoint site called Supplier and Factory. The relationship between the supplier and factory list is one to many, that is for each unique supplier there can be multiple factories that are related to it.

    So in the factory list there is a lookup column to the supplier list, a parent-child type relationship between them.

    Within InfoPath I am trying to create a form for the Supplier list that will show all of the "child" factories related to that supplier in a repeating table. I have managed to get the repeating table into the supplier form, however the problem I have is that at the moment it includes all of the factories in the list, not just those related to the specific supplier I am looking at.

    Is there a way to auto-filter the repeating table so that when the supplier form is opened up, it only displays those factories that have identified themselves as factories of that specific supplier?

    I am using SharePoint 365 and InfoPath 2013.

    The image below should hopefully give a better illustration of what I am asking

     

    Thanks 

  • 12-10-2015 09:26 PM In reply to

    • Majik
    • Not Ranked
    • Joined on 09-09-2015
    • Posts 14

    Re: Repeating Table-Add Filtered Data from Secondary List

    I would recommend looking in to the February 28, 2013 Qdabra InfoPath Webinar. There is actually a video on YouTube they put out as well. It is more of a promotional video as without the content of the actual paid webinar the video is pretty useless. Though I have read posts here on the forums that someone tried to get it to work off of the video and then asked for further help and actually received it.

    I bought the webinar, it is only $30 and I knew I was going to use that type of function in various ways. Though, a heads up, unless they have updated the content, which I know they had planned to a month ago. There are a couple errors that following the instructions exactly you won't get it to work.

    The first form I created with it was that of a Part/Revision form to track part approvals, and also will be using the parts list for various other drop downs and such. So, in the Part form library, you just add another revision and another, then when you save the form it adds all the Repeating Data about the revision to its own SharePoint List. Then you can create a dashboard that has a list of all the parts and then an expand button to see all of the revisions.

    I am glad I had so many issues getting it to work though, as it forced me to look really close at how the whole thing worked. Some of the instructions aren't tuned to this being someones first real InfoPath project. I finally did receive help on here by Qdabra personnel.

    If you do decide to try this method and buy the webinar, good luck to you! :) And if you run into any troubles, send me a message. As I have encountered various problems with this, even when I thought I had it all figured out, I should be able to point you in the right direction and hopefully make your experience a little less painful.

    I attached a screen shot of the dashboard I described.

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