InfoPath Dev

to add new record, the user must click the new items then in your form add submit button to save the record

Hi, I am trying to set up a people picker field but I would like it automatically populated when the InfoPath form is opened. Is it possible? Thank you so much for your help as always!

Probably easiest to just use query fields for this. Set the Reporting Manager query field in the list data connection to the account id of the reporting manager. Set the dropdown (whatever field in your list that is) query field to Yes. Then run the query. That way, if you get a row back you don't have to add XPath filters. That may be a ...

Hi Hilary, Thanks for your response but I think my requirement is not clear. I want to fetch Back up Manager from the Backup List if the dropdown selected is Yes and if reporting manager (BackupList) is equal to reporting Manager (GetUserByProfileName). When i tried to fetch the value based on condition its only checking the dropdown value ...

See if the attached sample is helpful. Right click the linked file, and save it locally. Right click the saved file and select design to open in design mode - then you can preview.

 Hi all, I've been trying to research a solution for this but either I am not entering the correct verbiage or it hasn't come up so far.  What I'm trying to do is to basically compare 2 fields and if the primary field is blank to then fill in a 3rd field with the data from the second field.  More ...

I added a few things to this copy that might help you figure it out. I added a form load rule that may help get the reporting manager - you'll see I'm setting the query field prior to running the query. I put the backup manager list data on the form for you so you can see it. I added an expression box that gets the Backup manager if the ...

When you test your form as is, what is displayed in field26? Please remember that XPath is case sensitive, so "Yes" and "yes" are not the same thing.

Maintain ‘Backup Manager name’ and ReportingManagerAvailability( dropdown field Yes or No). To display Reporting Manager field if entry exist for the Reporting Manager in List else extract from AD Reporting Manager. If ‘Reporting Manager’ name exist in List and ReportingManagerAvailability(dropdown field Yes or No) then Display Reporting Manager ...

 Do you get the value you anticipate in field26? I don't see any rules on field26 that would set any other fields. I'm having a very hard time trying to understand the goal here (or really, the point?) So - if the user's reporting manager is in the Backup Manger list, in the Reporting Manager column, and ...