Newbie Questions

Re: 1 field choice populates another field

Daniel Clarke — Thu, 04 Apr 2013 19:45:27 GMT

Hilary,

Thank you, your help and explanation is greatly appreciated!

-Daniel

Re: 1 field choice populates another field

Hilary Stoupa — Wed, 03 Apr 2013 22:14:00 GMT

Well - are you checking the Edit XPath box prior to trying to change the formula? IP is trying to be gentle with you by not showing the real XPath. :)

xdXDocument:GetDOM("assetTransfer")/dfs:myFields/dfs:dataFields/dfs:assetTransfer/@Manager_Name[../@Company_Name = xdXDocument:get-DOM()/my:myFields/my:currentCompany]

So - the above is the formula I'm using on the current company field.

xdXDocument:GetDOM("assetTransfer")/dfs:myFields/dfs:dataFields/dfs:assetTransfer/@Manager_Name[../@Company_Name = xdXDocument:get-DOM()/my:myFields/my:receivingCompany]

should be valid. Attaching again w/ the rules for the other section.

In this case, you can use the IP UI to select the fields - the part in the square brackets above is a filter, and added by IP when you click the Filter Data button after selecting a field in the formula editor.

Re: 1 field choice populates another field

Daniel Clarke — Tue, 02 Apr 2013 14:26:18 GMT

Hey,

So I am trying to duplicate what you did on the other side but I keep getting an error that says "@Manager_Name" does not point to a valid location path of a field or group."

I am assuming that I can change:

@Manager_Name[@Company_Name = currentCompany] to @Manager_Name[@Company_Name = receivingCompany]

How did you create that formula? And why is it causing an error, now I am truely confused! :(

Also, where is a good place to learn how to create these formulas/expressions?

Thanks

-Daniel

Re: 1 field choice populates another field

Daniel Clarke — Thu, 21 Mar 2013 17:03:42 GMT

Hilary,

Thank you so much, I am swamped today and will take a better look tomorrow but it looks exactly like I needed it to be, hopefully now I can duplicate that for the other side! :)

Will comment tomorrow on my results, again THANK YOU!

-Daniel

Re: 1 field choice populates another field

Hilary Stoupa — Thu, 21 Mar 2013 15:29:44 GMT

Save the attached file locally and then right click and select design to open in design mode. From there, you can see the rules I put on current company and preview to check it out.

Re: 1 field choice populates another field

Daniel Clarke — Thu, 21 Mar 2013 14:28:39 GMT

I have attached the file, thanks you so much! :)

-daniel

Re: 1 field choice populates another field

Hilary Stoupa — Wed, 20 Mar 2013 21:15:57 GMT

Attach your template under the Options tab on a reply and I can give you a quick hand. :)

Re: 1 field choice populates another field

Daniel Clarke — Wed, 20 Mar 2013 20:02:59 GMT

Bump...

Re: 1 field choice populates another field

Daniel Clarke — Mon, 18 Mar 2013 16:12:37 GMT

Hey Jo-anne,

Thank you for this, I will test this out later today or tomorrow and let you know!

**EDIT**

Ok, i'm not sure I follow this, sorry I'm still learning this stuff......here is what I currently have going on:

I have a SharePoint List with three columns: Company Name, Manager Name, E-Mail

In my InfoPath form I have three fields the first field is Current Company and is a drop down field, I would like them to be able to select the company from that drop down and then have the next two fields: Manager and Email Address auto populate with the correct information based on what is in the SharePoint list for that company.

I have tried what you suggested but I am not getting any results from it.....

Thanks in advance

-daniel

Re: 1 field choice populates another field

Jo-Anne Alfafara — Sat, 16 Mar 2013 05:03:08 GMT

Hi Daniel,

Let's say you have two fields - Employee Name (dropdown) and Employee Email (text box). And your SharePoint List has this:

Full Name Email

John Smith John Smith's email

You need to add a rule in the Employee Name dropdown that sets the Employee Email field equal to the email of the user in the SharePoint list filtered by Full Name (SharePoint List) = Employee Name (main data source).

The rule will look something like: EmployeeEmail = Email[Full Name = EmployeeName].

Let me know if that works for you.

Jo-Anne

1 field choice populates another field

Daniel Clarke — Fri, 15 Mar 2013 20:16:14 GMT

Hey,

I am currently working on a form that needs to be able to do the following:

User selects an employee from a drop down list that is being poplated from a SharePointList, that choice populates another text box with that users email address which could also be included in the SharePoint list if needed or if there is a better suggestion please let me know.

Thanks in advance

-Daniel