SharePoint Integration

Re: Use a field in InfoPath for a column in sharepoint?

swathip — Fri, 09 Jan 2009 12:06:36 GMT

Hi,

I am glad to hear that you got it. And thanks for placing the solution here.

Re: Use a field in InfoPath for a column in sharepoint?

PeterD — Fri, 09 Jan 2009 03:50:56 GMT

Okay, I figured out how to add the appropriate rule to solve the problem described in my previous post.

In the Action box for the rule, the text should look like

Set a field's value: Location = LocationName[LocationID = LocationID]

In my case, the dropdown list is a set of Locations. If your dropdown box was a list of say Books, then the text would be
Set a field's value: Book = BookName[BookID = BookID]

To make this work, you need to link the LocationID from the main datasource to the datasource that provides the list of values. You do this by clicking on the Filter Data box and joining the two records.

Hope this helps others wrestling with the same problem.

Regards,
Peter

Re: Use a field in InfoPath for a column in sharepoint?

PeterD — Fri, 09 Jan 2009 01:06:26 GMT

Thank you Shiva and Swathip,

I have added the Display Name to the Web Service, so both the LocationID and Location appear as fields in the main data source.

However, I'm still unclear about how to add the rule to the LocationID so that the new form field Location gets populated.

This is what Swathip said -
You have to add the rule on ID field to set the DisplayName value to newly added Name field. In this we have to add the filter condition as selecting secondary DisplayName (ID is equal to main DOM ID field).

Here is what I'm looking at:

Right click LocationID form field and select Drop-Down List Box Properties.

Value: ns1LLocationID
Display name: ns1:LocationName

Click Rules button
Click Add button on Rules screen
Click Add Action on Rule screen
Fill out Action screen

Action: Set a field's value
Field: Location
Value: I click insert formula, but don't know what to enter (Insert Field or Group, or Insert Function)

Any help appreciated.

Thanks,

Peter

Re: Use a field in InfoPath for a column in sharepoint?

swathip — Thu, 08 Jan 2009 07:56:25 GMT

Hi,

Yes, in your case you need to add the field to webservice and don't save in the DB. And add a rule to this field as shiva said.

Re: Use a field in InfoPath for a column in sharepoint?

Shiva — Thu, 08 Jan 2009 07:09:51 GMT

Hello Welcome to the Forums,

You have to add the Name field to main schema in the same level of ID field. You have to add the rule on ID field to set the DisplayName value to newly added Name field. In this we have to add the filter condition as selecting secondary DisplayName (ID is equal to main DOM ID field).

Re: Use a field in InfoPath for a column in sharepoint?

PeterD — Thu, 08 Jan 2009 05:50:21 GMT

Hi,

I have exactly the same problem. I want to promote the 'display name' (not the ID value) from an InfoPath dropdown list to a column in sharepoint.

Can someone please explain, in more detail, how to Add "Name" field to the main data source in the form not in the DB.

In my case, the main data source is a Web Service.

Do I need to add the field to the Web Service (but just don't save it to the DB) ?
How does this new field get populated when a user selects an entry from the dropdown list?

Appreciate any help.

Peter

Re: Use a field in InfoPath for a column in sharepoint?

pablavo — Tue, 06 Jan 2009 13:13:48 GMT

Ah, I understand now, Thanks, that worked a treat

Paul

Re: Use a field in InfoPath for a column in sharepoint?

Anuma — Tue, 06 Jan 2009 11:49:00 GMT

Hi,

Add "Name" field to the main data source in the form not in the DB.

Re: Use a field in InfoPath for a column in sharepoint?

pablavo — Tue, 06 Jan 2009 11:39:19 GMT

Thanks for getting back to me.

Anuma, In regards to adding the Name field to the Main data connectio, do you mean adding the Name field to one of the tables in the db that is represented in the Main connection? If that's the case, I'm trying to avoid using an extra field in the db and would rather use the ID as the FK rather than the Name... If I've got it wrong, apologies.

Frederik, I'm not sure I know how to do this, could you maybe guid me a little.

Again, thanks for your help.

Paul

Re: Use a field in InfoPath for a column in sharepoint?

Frederik Van Lierde — Tue, 06 Jan 2009 11:22:54 GMT

I would go for Anuma's solutions

Another option is to add a coluémn and make a data lookup in SharePoint.

Frederik

Re: Use a field in InfoPath for a column in sharepoint?

Anuma — Tue, 06 Jan 2009 10:35:12 GMT

Hi,

Add Name field to the main data source and get the data from db when you get the ID value and save it in Name field. So, now you can ble to promote that Name value now.

Use a field in InfoPath for a column in sharepoint?

pablavo — Tue, 06 Jan 2009 10:24:33 GMT

Hi there, hope someone can help.

When a form is published there's the option that lets you select fields to be columns in a SharePoint library, it only seems to let you select from the Main data connection and what's in that.

I have an ID field in there that's populated by a drop down list in the form. The drop down list data is taken from another data connection that retrieves a table from the database. it has an ID column and a Name column. The problem I have is that the Name column is not in the Main data connection.... only the ID because it's a foreign key taken from the other data connection.

When I publish my form to a library in Sharepoint I want to use the Name field as a column in the library, however, it seems I can only choose from the Main data connection and that only has the ID field.

Is there a way to be able to select from the Name field? I could just redevelop the database and use the name column rather than the ID column but I want to know if there's an alternative.

Hope this all makes sense and thanks