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Auto populate contact info from another SP list

Last post 10-11-2021 07:37 AM by markikav. 2 replies.
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  • 10-08-2021 03:52 AM

    Auto populate contact info from another SP list

    Hi Hilay

    I'm trying to auto populate a "review" list with 3-4 fields of contacts info that are already stored in another contacts list.

    The contacts list is quite large, about 2K records at the moment so I put in a button to query data from that list.
    Do I simply put the function on each of the contact fields (Name, Email, Phone) to the contact list (secondary list) and then filter where my customer reference numbers match, or is there another step needed as it's not populating after button click

    Or is there a simpler way to do this?!
    I'm also getting the amount of data returned by data connection has exceeded the limit, so I need to get onto the admins about increasing I guess, or do I if there is a more efficient way to complete the same goal?

    Thanks as always
  • 10-08-2021 07:51 AM In reply to

    Re: Auto populate contact info from another SP list

     Do you have the customer reference number prior to querying? If you do, and if the customer reference number is in the contacts list, you could use query fields to restrict the amount of data returned. https://wonderlaura.com/2011/08/01/infopath-query-specific-sharepoint-list-data/

    Hilary Stoupa

  • 10-11-2021 07:37 AM In reply to

    Re: Auto populate contact info from another SP list

    Hi Hilary
    Yes I have it in both lists so will check this out
    Thanks!
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