Newbie Questions

Re: Newbie-First Run at a infoPath Form....

Guy — Fri, 25 Mar 2011 18:24:42 GMT

THANK YOU!!!! It seems that I was slightly confused, and with the last update, i was able to get the form to work!

I really appreciate your help.

-Giuy

Re: Newbie-First Run at a infoPath Form....

dms.WebDev — Fri, 25 Mar 2011 15:00:26 GMT

Yes, that is what I've done (use text boxes for auto fill fields) although you can probably use any type of control. I updated my post with the part of the steps that are important to this process - read it again when it appears. (For some reason it doesn't update immediately).

This thread addresses the issue you're having: http://www.infopathdev.com/forums/p/2301/35872.aspx

Re: Newbie-First Run at a infoPath Form....

Guy — Fri, 25 Mar 2011 14:53:37 GMT

dms.WebDev:

You stated in your first post that project manager is a drop down list which is appropriate if you want the user to choose a project and based on choice have other controls (like text boxes) auto-populate. When you set up the rule > Actions and then Filter, that is where the auto-fill trickery happens. You shouldn't need a calculated field to achieve this.

So i should be using text boxes for the autopopulation? I will try the instructions again, maybe this morning, i might see what i have missed.

apprecaite the patience and help!

-Guy

Re: Newbie-First Run at a infoPath Form....

dms.WebDev — Fri, 25 Mar 2011 14:50:52 GMT

You stated in your first post that project manager is a drop down list which is appropriate if you want the user to choose a project and based on choice have other controls (like text boxes) auto-populate. When you get to the part (copied below) in the steps (filtering )that is where the auto-fill trickery happens. You shouldn't need a calculated field to achieve this.

Change the Data Source to the data source that contains the information needed, will not be the Main

select the field needed (in this example, Project Manager)

click the Filter Data button

click the Add button

from the left drop down, find the Project Name from (secondary) data source ~~that contains the information needed, will not be the Main data source~~

leave the center on as is equal to

from the right drop down

find the Project Name in the Main data source

Re: Newbie-First Run at a infoPath Form....

Guy — Fri, 25 Mar 2011 14:08:22 GMT

yes, the drop down works, and is using a secondary source, which is a list on the sharepoint server.

-Guy

Re: Newbie-First Run at a infoPath Form....

leoffneym — Fri, 25 Mar 2011 12:34:22 GMT

Does the Project Name drop down work correctly when you preview the form?

Re: Newbie-First Run at a infoPath Form....

Guy — Thu, 24 Mar 2011 20:43:06 GMT

what control should the Project manager be? I am using it as a text box?

Should it be a calculated feild?

Re: Newbie-First Run at a infoPath Form....

dms.WebDev — Thu, 24 Mar 2011 20:30:14 GMT

Test it in Preview mode to populate drop down lists. If you already have and still don't see anything in the lists, then you probably didn't set up your filter correctly....take another look~

Re: Newbie-First Run at a infoPath Form....

Guy — Thu, 24 Mar 2011 19:17:33 GMT

leoffneym:

Is the extra information unique to the Project Name

Ex:

Project Name = Phoenix, Project Manager = Bob, EndDate = 12/12/11, Status = In Progress

This is the way the day is , a unique project name and number.

I followed the instructions, and in the preview it stills shows that txtbox feild blank?

will it not show up uintil it is published?

Re: Newbie-First Run at a infoPath Form....

leoffneym — Thu, 24 Mar 2011 18:07:04 GMT

Is the extra information unique to the Project Name

Ex:

Project Name = Phoenix, Project Manager = Bob, EndDate = 12/12/11, Status = In Progress

Or is the extra information not unique Project Name

Ex:

Project Name = Phoenix, Project Manager = Bob, EndDate = 12/12/11, Status = In Progress
Project Name = Phoenix, Project Manager = George, EndDate = 05/31/09, Status = Terminated

If the first case, then you would just have to filter based on the project name:

In the Project Name properties
click the Rules button, name as you wish
click the Add button
click the Add Action button
select the Set a field's value from the drop down
in the field text box,
click the select a field button
select the Project Manager field from the Main data source
in the Value text box, click the function(fx) button
click Insert Field or Group
Change the Data Source to the data source that contains the information needed, will not be the Main
select the field needed (in this example, Project Manager)
click the Filter Data button
click the Add button
from the left drop down, find the Project Name from the data source that contains the information needed, will not be the Main data source
leave the center on as is equal to
from the right drop down
find the Project Name in the Main data source
click OK all the way out, if you click cancel at anytime, you will have to redo all of this

Then test the form. Redo for all the other fields, replacing the field needed.

If you have mulitple project names linked to multiple Project Managers/etc, it is still possible, but unless you are going to use drop downs, and select from them, I don't think that is what you are looking for.

Newbie-First Run at a infoPath Form....

Guy — Thu, 24 Mar 2011 17:31:27 GMT

I have decided to try my hand at creating an infopath form, I am using Sharepoint 2010\infopath 2010 (Design).

I am not sure how to technically ask the question so here is a description.

I have dropdown list (external list on sharepoint) I am using it to pull the Project name.

When you choose the project name, i want it to fill out certian text boxes with other information from that same list.

example.

I chose project - Sharpoint

it fills in Project manager\EndDate and Status.

any help and/or direction would be greatly apprecaitated.

Thanks

Guy Shepperd