How best to present multiple multi select choices based on a number of other fields data - InfoPath Dev
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How best to present multiple multi select choices based on a number of other fields data

Last post 08-17-2021 08:12 AM by Hilary Stoupa. 3 replies.
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  • 08-11-2021 10:54 PM

    How best to present multiple multi select choices based on a number of other fields data

    Hi InfoPathdev community! Hopefully someone has had similar use case to this and point me in the right direction. I have a service request process with the data stored in a sharepoint list and data entered via Infopath form on the sharepoint site (they have infopath 2013). The service request "case" can have multiple requests in it based on Service Line and Scenario, we allow them to enter 6 requests. Example Request 1 Service Line 1 = Transaction Queries Scenario 1 = One Payment - Additional Info Request 2 Service Line 2 = Transaction Queries Scenario 2 = One Payment - No Additional Info Request 3 Service Line 3 = Payments on Hold Scenario 3 = Email to Customer Request 4 Service Line 4 = Direct Debits Scenario 4 = Cancellation Request There are 25 Service Lines all with 5-10 Scenarios which I have configured using a sharepoint data connection with cascading dropdowns and works nicely (thanks to this forum!) Last part of this is that they want the ability to QA how the request was dealt with by an offshore team, so per service line they have defined multiple error scenarios that they want to rectify, these are multi select. So what I want to do is in a QA view in the form present them with one instance of the Service Lines errors multi select fields based on the Service Lines selected in the main requests. Example as per above , there was 4 requests but only 3 Service Lines, so I want to present the Error fields multi select boxes now for the 3 Service Lines.. E.G Service Line = Transaction Queries Errors = Incorrect Template , Incorrect info provided, No Follow Up and all 3 could apply or just 1 or 2 etc i.e. multi choice select and this would cover the 2 requests made There is probably a crude way to do it which I'm trying to avoid as I will need multiple extra fields with tons of sections to hide I would imagine! Any help here on a good approach appreciated. Thanks Mark
  • 08-16-2021 02:49 PM In reply to

    Re: How best to present multiple multi select choices based on a number of other fields data

    Hey. I'm sorry, I'm having a hard time understanding this. Can you attach your form (or a sample form) under the options tab in a reply? Thanks!
    Hilary Stoupa

  • 08-17-2021 02:40 AM In reply to

    Re: How best to present multiple multi select choices based on a number of other fields data

    Hi Hilary Its ok I'm going to approach it differently. Didnt realise the formatting is lost when I wrote this so yeah very hard to understand, how can formatting be kept i.e. spaces and line breaks at least?!
  • 08-17-2021 08:12 AM In reply to

    Re: How best to present multiple multi select choices based on a number of other fields data

    Yeah - this forum software is ANCIENT. The only way to keep formatting is to use Internet Explorer, which I sometimes resort to when I know a post really needs it. Otherwise, I just let it all be a single paragraph. :)
    Hilary Stoupa

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