Newbie Questions

Re: Populating a field based off another field, data source sharepoint.

sicky — Tue, 17 Dec 2013 14:16:44 GMT

Extremly handy post , just what i was looking for. Thanks for posting this.

Re: Populating a field based off another field, data source sharepoint.

lori8125 — Tue, 17 Dec 2013 02:06:22 GMT

I am new to working with InfoPath (less than a week), and I'm hoping that someone can help me figure out an issue that I'm having.

I have two SharePoint lists, a main one that has many columns of information (one of which is an account number) that users submit data to and a secondary site that only has account number and account name. I am editing the form on my main site with InfoPath. What I want is for the user to be able to select the account (which is a lookup column from my secondary site) and the account name automatically populates. I've read several of the responses here, and I thought I was following along, but it's still not working for me.

I have set up connections to both sites. On the account field, I've set a rule (condition-rule runs when field changes, query my secondary site). For the account name, I have i inserted a text box and called it Name. Then, I have inserted a rule (condition: none-rule runs when field changes, rule type: action, clicked add, action: set a field's value, field: Name, clicked the fx beside value, insert field or group, selected my secondary site then query fields then account name, clicked filter data, add, then id is equal to account number).

Can someone tell me what I'm doing wrong? The prior conditions, along with multiple others that I've tried, haven't worked. I feel like this should be really easy; what am I missing?

Re: Populating a field based off another field, data source sharepoint.

guillo49 — Wed, 27 Mar 2013 18:32:58 GMT

I have the same issue and tried to follow this approach but got lost on your last statement :

abiigdog:

** Nevermind I finally figured it out, in the rule filter I was setting the 2nd condition to the sharepoint list column when I just needed to point it to the dropdown field identifier, works perfectly now.

Can you be more specific as to how you resolved the issue?

*** Stop the presses *** just like Abiigdog, I too found the answer before anyone could respond. Check out this really good tutorial:

http://www.bizsupportonline.net/infopath2003/autofill-fields-infopath-dropdown-selection-secondary-data-source.htm

Re: Populating a field based off another field, data source sharepoint.

shekhar — Thu, 21 Feb 2013 13:46:56 GMT

Hello Patrick! I have a DropDownList which is populated with One SharePointList in INFOPATH DESIGNER and the value for other textboxes are filled depending on this DropDownList Selected Value using Rules & Action. This works fine. But, now i want to retrieve data in TextBox or ListBox which is present in Other List.(Want to use ClientID as LookUp value)depending on the Selected value of Dropdownlist. Eg: ClientList(ClientID,Name,City) ClientAddress(ClientID,Address1,Address2) Depending on ClientID from DropDownList the TextBox Value must be filled with Corresponding Address1,Address2. Help Appreciated! Thanks!

Re: Populating a field based off another field, data source sharepoint.

Patrick Halstead — Fri, 08 Oct 2010 09:18:07 GMT

Glad to hear you figured it out!

Populating a field based off another field, data source sharepoint.

abiigdog — Fri, 08 Oct 2010 02:21:56 GMT

I've read several articles about this but they all assume knowledge I don't have I think because I've yet to get it to work once I get to the Fx section.

I have a data source of a sharepoint list called InfopathTest. The list has two columns ID and Name.

I create my infopath form and connect the data source using the receive data connection, find infopattest and check mark both ID and Name.

Now I want a drop down list that populates off the ID column. Once the ID is selected I want a text box to populate with the name associated with that ID.

I put a drop down list box in the form and a text box. I rename the two controls to ID and Name respectively.

In the ID control properties I look up values from external data source, check ID, select the ID field. Good so far the drop down does populate with the list of ID's.

Now is where I run into the problem. Using the Name control (text box control) I create a rule, have it "set a fields value". In the "Field" choice I click on the xpath button, and change the source to infopath(secondary). I have two choices of ID and Name there but I don't know which one to pick, or what to do past this point when I get to value and FX.

There must be someway to refer the text box control (name) to check the ID box then provide the Name that is in the corresponding ID row in the sharepoint list but I'm completely lost at this point.

Thanks for any help you could provide.

** Edit, I did get a little further, from the ID dropdown I selected a rule, Action: set a fields value, Field: set it to the text box field, Value: I pointed this to the name column from my data source. As soon as I pick an ID it fills in the first name on the list, but regardless of what ID I choose it still shows the name of the person in the first row of my data source (

** Nevermind I finally figured it out, in the rule filter I was setting the 2nd condition to the sharepoint list column when I just needed to point it to the dropdown field identifier, works perfectly now.