Data Connections

Thanks!

rokklimber75 — Thu, 02 Aug 2012 17:51:39 GMT

That works I think my issue was that I didnt have a matching item on each of the tables for it to know how to reference.

Re: That worked great!! but created new question

Hilary Stoupa — Thu, 02 Aug 2012 15:59:42 GMT

Well, again, it will come down to using XPath filters.

Let's say you have two tables:

Table A (Company):
CompanyID
CompanyName
Address
City
Etc

Table B (Contact):
ContactID
CompanyID
FirstName
LastName
Etc

In your form, you have a drop down that is bound to your main data source field of Company. The drop down uses Table A for the values - the display is CompanyName, the value is CompanyID.

You can have rules on that main data source field, Company. It will have the selected CompanyID in it. You can then set other fields based on that, using XPath filters (basically telling InfoPath, for example, select the Address from Table A where the CompanyID field is equal to the main data source Company field).

You could also have a drop down that allows the user to select the correct Contact. That drop down could be filtered based on the selected CompanyID - that is, the rows from Table B that would be displayed would be those where the Table B CompanyID is equal to the Company field in your main data source.

Sorry if this is sort of vague, but without actually seeing your form & data structures, I'm sort of guessing at what you might be asking. :-)

Re: That worked great!! but created new question

rokklimber75 — Thu, 02 Aug 2012 15:47:48 GMT

The seperate table is in a database, the same one that has the business information table. I have them linked in the database but cant figure out how to get that same type of link in the infopath form. I would like to select the business name and have it pre-populate all of the other peices of information. these peices of info are split between 3 or 4 different tables in the database

Re: That worked great!! but created new question

Hilary Stoupa — Thu, 02 Aug 2012 15:21:13 GMT

So, the separate table - is it a SQL table?

Are you trying to return only the records that match your first selection? Or to filter the available values based on your first selection?

If the data is from SQL, there is no built in way in InfoPath to return just the records you want based on a field value, unless the form is based off the data table, so you'd need to add a filter to the repeating selection in the drop down control.

That worked great!! but created new question

rokklimber75 — Thu, 02 Aug 2012 15:09:43 GMT

I have another drop down on my form that pulls from a seperate table with Point of contact info in it. I am trying to have my first box with the business name have a rule that gets the POC info to populate. I am guessing that it is done similar to the the first question but with a query... I am not sure how to link the certain business with the appropriate POC and have it populate.

Re: Need help linking fields to database and each other.

Hilary Stoupa — Wed, 01 Aug 2012 23:47:00 GMT

Hi - you will probably need to add filters to set these other values. Here is a little tutorial on that which might help you.

Need help linking fields to database and each other.

rokklimber75 — Wed, 01 Aug 2012 17:41:51 GMT

Hi new to info path: need to have fields reference my data base table. first field is drop down list of business name. need other fields to reference the drop down box and populate the other info about that business.... Cant figure out how to link these all together to make it work.

Thanks in advance...