SharePoint Integration

Re: SharePoint List to Infopath Field Options

Tanya — Thu, 29 Sep 2011 01:42:04 GMT

Daniel Clarke:
Hey Patrick,
Sorry for asking for more detail but I am still trying to learn all of this and can't seem to find what you mean by "Filter".... I do have an Infopath form that I currently have a repeating table set up, in the repeating table I have multiple columns but two of those "Company" and "Project" are pulling information from the same list in Sharepoint in dropdown boxes. I would like it to work in where a user picks the company and the only projects that are listed are the ones that are used by selected company...does this make sense and how can I accomplish?
*EDIT*
This filter data is a little tricky, I cant seem to get it to display exactly what I am looking for it to display. Most of the time it displays nothing in the project box after I set a filter, than other times (after changes) it displays random projects but not specfic to the company choosen, I must be doing something wrong here. :( Any additional help with figuring out this filter madness would be great!
Thanks in advance, I really appreciate all the help I get here!
-Daniel

Hi Daniel

I just had to do something similar to what you are asking about. It is completely possible (plausible) without using coding.

First, your InfoPath form cannot be Browser Enabled for the filtering to work correctly.

You need to make a minimum of 2 lists in SharePoint. One will hold the Project Names. The second list would hold both the Company Name and the Project Names.

In the company list, for every project they are involved with, you will need to add an additional line with that Company name. As shown above.

When you add the Data Connection in your InfoPath form, you want to make sure both columns are selected. Set up the Company name field as normal, check marking "show only entries with unique display names.

When you set up the list box properties for the Project, create as normal, however, while you are still in the Select a Field or Group property box, click on Filter Data at the bottom of the box.

In the filter data box, select Add.

In the first field, you want to choose "Select a Field or Group". Locate your Company field. In the second box, you want it to say "is equal to". In the third box, you want to select "Use a formula"

In the Insert Formula box, type

current()/my:Company

After you have clicked on OK enough times to get out of the List Box Properties, it will not look like you typed this, but it should take care of your filtering problem.

Re: SharePoint List to Infopath Field Options

Daniel Clarke — Fri, 16 Sep 2011 17:33:25 GMT

Bump...

Re: SharePoint List to Infopath Field Options

Daniel Clarke — Wed, 14 Sep 2011 14:31:24 GMT

I really appreciate you pointing me to this but there is no instruction on how to utilize this and I am not a coder, can anyone further assist it would be greatly appreciated.

Thanks

-Daniel

Re: SharePoint List to Infopath Field Options

anoopkumarss — Wed, 14 Sep 2011 05:00:35 GMT

Refer to the blog..

http%3A%2F%2Fanoopkumarss.wordpress.com%2F2011%2F09%2F14%2Fcreating-cascaded-dropdowns-in-infopath-2007%2F

Re: SharePoint List to Infopath Field Options

Daniel Clarke — Tue, 13 Sep 2011 13:13:52 GMT

I'm currently using Infopath 2007, so is there any way to do this without code? Or can someone help out with the coding?

Thanks

-Daniel

Re: SharePoint List to Infopath Field Options

anoopkumarss — Tue, 13 Sep 2011 06:27:35 GMT

Hey Daniel

You are using which version Infopath 2007 or 2010 in 2010 you can cascade the dropdowns(second drop down gets populated based first dropdown selected value) by out of box features of infopath.

While in 2007 you have to do some coding for cascading. Which version are u working?

Re: SharePoint List to Infopath Field Options

Daniel Clarke — Mon, 12 Sep 2011 13:37:29 GMT

Hey Patrick,

Sorry for asking for more detail but I am still trying to learn all of this and can't seem to find what you mean by "Filter".... I do have an Infopath form that I currently have a repeating table set up, in the repeating table I have multiple columns but two of those "Company" and "Project" are pulling information from the same list in Sharepoint in dropdown boxes. I would like it to work in where a user picks the company and the only projects that are listed are the ones that are used by selected company...does this make sense and how can I accomplish?

*EDIT*

This filter data is a little tricky, I cant seem to get it to display exactly what I am looking for it to display. Most of the time it displays nothing in the project box after I set a filter, than other times (after changes) it displays random projects but not specfic to the company choosen, I must be doing something wrong here. :( Any additional help with figuring out this filter madness would be great!

Thanks in advance, I really appreciate all the help I get here!

-Daniel

Re: SharePoint List to Infopath Field Options

Patrick Halstead — Fri, 09 Sep 2011 21:14:04 GMT

Hi Daniel,

In the dropdown for your list, you are specifying the data source right? Did you click on the filter button? You can filter it to only show items where the company matches.

Re: SharePoint List to Infopath Field Options

Daniel Clarke — Fri, 09 Sep 2011 18:06:04 GMT

bump...Can anyone help with this?

Thanks

SharePoint List to Infopath Field Options

Daniel Clarke — Tue, 06 Sep 2011 15:12:35 GMT

Hey All,

I am currently working with a SharePoint list that has a company column that is used for assiging a specific company name to a specific project. I am trying to bring these two fields into a Infopath form so when they choose the company it will only display the projects associated with that company. Unfortunatley when I point to that list it shows all the entires in that column (company) so its full of multiple entries of the same company, is there a way to manipulate that so it only displays 1 entry for each company?

So I figured out the answer to my first part of this question, however I am struggling with this part, I have a SharePoint List that contains multiple companies and multiple projects for each of those companies, I have a Infopath form where a user will select a company and I want it to only display the projects listed for that company based off the list from SharePoint. I have the form currently recieving information from that list in SharePoint but I can't seem to get the company/projects to display properly...it displays all the projects no matter what company is selected.

Thanks in advance

-daniel