SharePoint Integration

Re: Using a Secondary connect to pull the last data enter to a list based on the department and date.

ErnestoM — Mon, 14 Sep 2009 11:38:13 GMT

When you create a rule with an action to set a field's value, you'll see the option to filter the data. Just create the filter you desire and you're done!

Re: Using a Secondary connect to pull the last data enter to a list based on the department and date.

Michael71 — Sun, 13 Sep 2009 00:55:30 GMT

Okay it worked. Now how do out get it to filter based on a (Department) dropdown on the InfoPath Form, so that it only return the data based on the department stored in the list. Thanks.

Re: Using a Secondary connect to pull the last data enter to a list based on the department and date.

ErnestoM — Thu, 10 Sep 2009 12:39:56 GMT

Please try this: http://office.microsoft.com/en-us/infopath/HP100931601033.aspx

Re: Using a Secondary connect to pull the last data enter to a list based on the department and date.

Michael71 — Thu, 10 Sep 2009 12:30:59 GMT

Could you walk me through a few steps to filter on the list data. Thanks.

Re: Using a Secondary connect to pull the last data enter to a list based on the department and date.

ErnestoM — Thu, 10 Sep 2009 12:26:34 GMT

When you query a SharePoint list, the data connection will retrieve ALL the data. I know there is a data connection wizard in InfoPath 2007 but don't know about InfoPath 2003. There is no way to filter (on the server) to select only a subset of data. So you'd create the data connection to query the SharePoint list, retrieve the ENTIRE list, then filter on the client (via Rules, probably) to get the data that you need to display. If you have a lot of data on the list, the data connection will be slow.

Qdabra has a handy suite of webservices called DBXL that (among many other things) includes a web service that filters server-side. DBXL has a free trial version and I recommend trying it out (for the server-side filtering) if your Sharepoint list is huge and you encounter performance issues on the data connection due to its size.

Using a Secondary connect to pull the last data enter to a list based on the department and date.

Michael71 — Thu, 10 Sep 2009 09:39:31 GMT

I'm attempting to use InfoPath 2003 and SharePoint 2007 to use a Secondary connection to pull the last data(6 fields) entered to a list based on the department and latest date, back onto a InfoPath Form anytime a new form is created for that department. Please help.

East Coast<----Dropdown

Alanta Wash D.C. JacksonVille Mami Boston

Current Totals 100 200 400 500 600

Previous Totals ? ? ? ? ? <--------------------------Should come from the list by the last entered

by department(EastCost)

-Michael