Using sharepoint list to determine email recipient on infopath form - InfoPath Dev
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Using sharepoint list to determine email recipient on infopath form

Last post 05-16-2019 10:32 AM by Hilary Stoupa. 3 replies.
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  • 05-16-2019 08:55 AM

    • jvazquez
    • Not Ranked
      Female
    • Joined on 05-07-2019
    • Massachusetts
    • Posts 14

    Using sharepoint list to determine email recipient on infopath form

    Hi, 

    I am new to using SharePoint Lists as a source of data in an InfoPath form and need a little help. I created two SharePoint lists (Primary Assignment) and (Secondary Assignment).  Both lists contain two columns: one column for the user name (Title) and the other column for their corresponding email (Email).

    In my data connections, I created two connections to retrieve the data from SharePoint: ID, Title and Email.

    In my InfoPath form, I have two drop down lists configured to pull the Titles from each SharePoint list. 

    I also have two text fields [Email1], [Email2] which I have set up on an email data connection.  

    The end result I am trying to accomplish is that when a selection is made in the primary dropdown, that the email for that person is set to the [Email1] field and similarly, when a selection is made in the secondary dropdown that the email for that person is set to the [Email2] field. 

    I tried creating a rule but it keeps pulling back the very first email on the SharePoint list and not the email for the person selected.  I am just not getting how to do this.  Any guidance you can provide is much appreciated.  Thanks in advance!

     

  • 05-16-2019 09:16 AM In reply to

    Re: Using sharepoint list to determine email recipient on infopath form

    You are most of the way there! You need to add a filter when you create the rule, so that you get the "right" row from your Emails. Samples are easier to understand, so I've attached one. Mine uses a secondary data source from an XML file so you can preview it and see how it works. If you have an questions, just let me know. :)
    Hilary Stoupa

  • 05-16-2019 10:24 AM In reply to

    • jvazquez
    • Not Ranked
      Female
    • Joined on 05-07-2019
    • Massachusetts
    • Posts 14

    Re: Using sharepoint list to determine email recipient on infopath form

     Hilary!!!!  You just blew my mind with combining both SharePoint lists.  That is so much more efficient!  Thank you for the sample, I was able to get what I needed to finish this form and yes, I combined the SharePoint lists.  Many thanks for the quick, thorough, helpful response - from your #1 fan! 

  • 05-16-2019 10:32 AM In reply to

    Re: Using sharepoint list to determine email recipient on infopath form

    I knew you'd figure it out. Samples make it a little easier - it would have taken a ton of text to describe. Have a great day!
    Hilary Stoupa

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