Cascading Information Across Forms and SharePoint Lists - InfoPath Dev
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Cascading Information Across Forms and SharePoint Lists

Last post 11-09-2021 02:28 PM by Hilary Stoupa. 3 replies.
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  • 11-04-2021 09:19 AM

    Cascading Information Across Forms and SharePoint Lists

    This may cover a couple topics, but I'm not sure of the language to describe what I'm looking to do to search. I have a form (Form A) that was built on a SharePoint List (SharePoint List A). When submitted, the information is logged in SharePoint List A. I have a second form (form B) that I would like to have use responses submitted to SharePoint List A to populate this form (form B) (and thus a SharePoint List B). For example, form A has an ID # associated with it. I am able to query that ID # from SharePoint List A to populate a drop down in form B, but I am not able to use that drop down selection as a filter for other fields later in form B. Do I need to create an intermediary list that creates "linked" fields (like a cascading drop down)? If so, how do I do this when data is going to be consistently added to SharePoint List A via submitted form As? Ultimately, I am trying to reduce entering the same data across forms that happen in succession by porting in submitted information from form A into form B via filtering.
  • 11-05-2021 11:12 AM In reply to

    Re: Cascading Information Across Forms and SharePoint Lists

    Hi - as long as you have the ID number of the item from List A in List B (i.e., the user selects from a dropdown) you should be able to populate values in the List B form with data from List A. You'll need to use filters on your rules to set the values in your form, but shouldn't need any additional list. Can you tell me what is happening when you try to filter? Or attach a copy of your form to a reply under the Options tab?
    Hilary Stoupa

  • 11-09-2021 12:18 PM In reply to

    Re: Cascading Information Across Forms and SharePoint Lists

    OK! It worked! It was the fact that the ID was missing somehow from the sharepoint list. Now I have another problem. In form A, there is cascading logic (e.g., region > state) and when i look at that field in the sharepoint list, "state" shows up as a number. Is there something I can do to make it show up as the state, not the ID?
  • 11-09-2021 02:28 PM In reply to

    Re: Cascading Information Across Forms and SharePoint Lists

    So - my guess is that you are using a dropdown for that State, and it is set to store the ID and display Title or something in the form. You could change that to store the same value as what is displayed, so that you are submitting the text instead of the ID. Or you could add another field and set that to the text value when the user selects the State from the dropdown, if you need the ID.
    Hilary Stoupa

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