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Re: Question on queries

leoffneym — Thu, 24 Mar 2011 18:56:03 GMT

Happy to hear it worked.

The filter is a great tool.

Filter is kinda like an if/then statement. It is also so much more.

Re: Question on queries

JFinn — Thu, 24 Mar 2011 18:47:30 GMT

OMG - This worked perfectly except for one thing:

from the left drop down, find the FileName 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 FileName in the Main data source

I switched these around so that the left was pulling my file name from main, and equalling it to the correct name in the data source.

So, now I get it.....the filter is like the "where" portion of an if/then statement, right?

Thank you so much. This has confused me all day and I'm so glad to get it fixed now!

Joanne

Re: Question on queries

leoffneym — Thu, 24 Mar 2011 18:22:03 GMT

You will learn more with experience.

Try this and see if works for you:

In the FileName Properties

add a new rule

click add (name the rule as you wish)

click add action

from the drop down, select Set a fields value

in the Field text box, select the find a field button, find the Client ID in 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 data source

select the field needed (in this example, Client ID, maybe a different name)

click the Filter Data button

click the Add button

from the left drop down, find the FileName 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 FileName 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

Test form, if it works as intended, redo for all fields needed, changing the field needed from the secondary datasource

The way you were probably doing it wasn't wrong, it just didn't have the necessary information to do what it needed when it processed itself.

Re: Question on queries

JFinn — Thu, 24 Mar 2011 18:00:09 GMT

I've tried both ways but to no avail. I've set up an Open rule to query both the SharePoint List and the Vendor List. Then I have a drop-down list that populates with all the POs in the Sharepoint list (Called FileName in the Check Request form). So, what I want to do is, depending on what PO is selected in that drop-down, populate the Client ID, Client Address, Client City, etc. among other fields that are promoted in the SharePoint List. On the PO drop-down box, I've got it set right to pull the list box entries. I created a dummy field (VenName) that eventually won't show and I pulled in a value based on the selection in the drop-down box. Then I opened properties for the PO drop-down, and set a Rule to set the VenName as the current value selected in the PO drop-down. (and that populates just fine). But if I change that to make it pull in the actual Vendor Name, it returns a blank field....no error.

My coding experience and knowledge is very limited, so I'm either not considering some kind of logic, or I'm looking at this too deeply. :)

Re: Question on queries

leoffneym — Thu, 24 Mar 2011 17:45:31 GMT

Are you filtering to get the other fields, or just pulling them straight from the PO data source?

Question on queries

JFinn — Thu, 24 Mar 2011 15:47:04 GMT

Using InfoPath 2007 and MOSS 2007 on Windows XP

I'm a fairly new user of InfoPath 2007. Most everything I've learned has been from books and blogs. But I can't seem to figure out this particular query. Here's the scenario:

I created a Purchase Order in InfoPath 2007. It queries a vendor list to populate the form with the correct vendor information. The form is submitted to save to a SharePoint site (using the workflow for approval) with all fields promoted so we could access the information for our Check Requests. When creating the Check Requests, I had to create a separate form because it goes through a separate approval process. So I would like to query the SharePoint site from the Check Request to pull in the PO information. I set up one field that pulls in a drop-down list of all the PO's saved in the SP site. Once we select from that list, I would like the Check Request to populate certain fields with information from that specific PO form that is completed on SharePoint. I used similar logic to the vendor query in the PO form, but I cannot get it to work at all. I get no errors at all, but the information just isn't populating in after I select a PO number.

Is this even something that can be done?

Please help.

Thanks!

Joanne