Associating infopath form with a sharepoint list's ID field

paul_mc_87 — Thu, 03 Jun 2010 13:19:11 GMT

Hi,

I am looking for ideas on a solution to the following problem:

I have a sharepoint list and am using the ID field to associate documents with a particular record, using web parts with filters for this bla bla bla anyway that works fine.

I have an infopath form and I am using it as a content type, what i want is that when a user clicks on a particular record (in the list web part) it shows the documents that are avaialble for that partiuclar record in another document library web part (this is working, i am getting to my point trust me) BUT when the use clicks on "new" in the document library webpart it opens up my content type (which is a risk assesment form ) AND when the form opens it automatically populates a field in the infopath form which picks up the list value the user has clicked on.

To summarise, user opens page > clicks on the ID field in the data view web part for a list > the associated documents are then showed in a document library web part (with a field called reference number which looks up the ID field of the corresponding list this is how it knows what associated with it) > The user clicks on new > clicks on risk assesment > risk assesment form opens in infopath > the "reference number" field is already populated with the ID of the list record they have clicked on > user fills out the risk assesment form > submits it to the document library > HEY PRESTO, now when a user clicks on a particular ID field in the list view web part they only see documents that are associated with that record.

I know its hard to get your head round and it took me a while to understand what my colleague was going on about, however it is a good solution but like i say i am stuck on that last bit of populating the reference number field in the infpath form so that it knows what particular record it is associated with

SharePoint Integration

Associating infopath form with a sharepoint list's ID field