Newbie Questions

Re: Infopath Forms that display only from drop-down

SeanPRyan — Fri, 03 Feb 2012 16:30:46 GMT

I wonder if someone can help me a little further. I need a form that points to a DB with about 7K records that fills a repeating table. From here I want to choose a single record entry and click a button to populate yet another set of fields.

I have managed to do just that and the new form that is working fine, except for one thing. First, I followed the instructions here and this worked like a charm. Now, I have changed the dropdown list to a text field (easier than sifting through records) so that I may simply search for a record in the table. That works fine if I type the name exactly. If I type "Ryan", my record and others with my last name populate the repeating table and allow me to make a choice of which item I want to use to populate the final fields. So, the problem: If I type "Ry" I get nothing as I expected. Can I make the form find records beginning with a few letters?

My Conditional Format is if the secondary Lastname is not equal to the Main droplist then hide this control. Is there any like clause or other trickery to make this happen or do I need to add managed code? Thanks

Re: Infopath Forms that display only from drop-down

SeanPRyan — Thu, 02 Feb 2012 21:14:55 GMT

I can't believe it! You made this so easy. I needed this solution exactly. Thank You!

Re: Infopath Forms that display only from drop-down

jlarremore — Mon, 10 Jan 2011 15:26:36 GMT

Perfect, that was exactly what I was looking for. Sorry I didn't specify 2007. It is simple. Thank you very much.

Re: Infopath Forms that display only from drop-down

warrtalon — Mon, 10 Jan 2011 15:02:01 GMT

It's really easy. However, please always state the version of SharePoint and InfoPath you're working, because there are major difference between 2007 and 2010.

In 2007, do this:

In the main data source of the InfoPath form, add a dropdown control bound to a text field
Connect this dropdown to the list data connection with the Group Name used for both Value and Display Name
Drag the repeating group of the list data connection to the form canvas so that it creates a repeating table that includes all the columns (adjust this table as needed)
Add conditional formatting to the table itself (not the fields in the table) that says, "If Group Name (SharePoint) is not equal to Group Name (InfoPath field), then hide this control."
That will hide the rows where Group Name does not match the dropdown selection
The downside of this method is it requires downloading all the data and then filtering client side, but that's how it works in 2007

In 2010:

If you need the list data connection to query on form load for populating the Group dropdown, then you can't take advantage of the 2010 parameterized query feature
If you have another way to populate that group dropdown, then you can choose to not automatically retrieve data from the list data connection and instead query it only when the dropdown selection is made
If you can do this, then add a rule to the dropdown that first sets the Group Name query parameter of the list data connection to the value of the dropdown, then query. This will ensure that only the rows with matching group names are downloaded into the form

Infopath Forms that display only from drop-down

jlarremore — Mon, 10 Jan 2011 14:43:49 GMT

I'm fairly confident in submitting to SP from IP. However, I need to make a few forms that display only what's been submitted based on a drop-down list. I'm having some trouble linking a drop-down that's been bound to a field in the list and then getting the data to reflect what I chose in the drop down. Here is an example.

I have 5 groups with information each each

Group Name Favorite Color State

Group 1 Red TX

Group 2 Green NM

---

Group 5 Blue OK

If I do a repeating table linked to the list I'll get everyone's data. I want to have a drop-down with the names of the groups and just display the information for the group.

Sorry if I'm not clear. I want to choose Group 1 in a drop down and see Red and TX.

How do I do that or if possible, can you point me to a video tutorial with something like this?