Data Connections

Re: Forms not populating with information from another list

KrystallTips — Mon, 20 Jun 2011 14:51:44 GMT

Thanks for this helpful tip for testing the connection! I have dragged one of the fields over and a repeating section is added to the template, when I click Preview it is showing all members of staff, individually with "Full Name".

It puzzles me though that when I open the form from within the library it only has my name, then when I click "Design" > "Preview" it populates with all the information that it should.

Thanks Jimmy,

Krystall

Re: Forms not populating with information from another list

Jimmy — Mon, 20 Jun 2011 11:17:37 GMT

Can you verify that the form is actually successfully querying the data source where that data is supposed to come from? You can verify this by dragging some of the fields from that data source into your form.

Forms not populating with information from another list

KrystallTips — Mon, 20 Jun 2011 09:14:46 GMT

I have created a Form Template which is published to a library and (using data connections) is connected to a staff directory list within my SharePoint site. When a form is opened the user name is populated using, concat(substring-before(userName(), "."), " ", substring-after(userName(), ".")) which pulls through the user's name as expected. I have then created "set a fields value" Rules in other fields in the form to complete Department, Line Manager and Job Title using the secondary connection to the staff directory.

When the form is opened (on any machine) only the user name is populated, the other fields remain blank. However, when I click the "Design this Form" button and then "Preview" the form I get a Microsoft InfoPath Security Notice, "...identified a security concern...form is using your identity to connect to data sources...Click Yes if you trust both locations...This form is located at C:\Users...This form will connect to data sources located at http://(servername)" When I click "Yes" all the information is populated in all the fields.

Any ideas how I can resolve this issue? I was hoping to use this layout in many forms so staff members dont need to complete this information every time they fill in a form! All staff have read access to the staff directory and contribute rights to the forms library.

Thank you in advance