Info path auto-fill from list box
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Your complete office in the cloud InfoPath - SharePoint Online Business forms Christopher Bird Office 365 Developer Cloud Hound
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Transcript of Info path auto-fill from list box
Your complete office in the cloud.
InfoPath - SharePointOnline Business forms
Christopher BirdOffice 365 DeveloperCloud Hound
Creating a data connection to a SharePoint list
InfoPath drop down list box user selects from list linked to SharePoint list
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InfoPath - Configuring data connection to SharePoint
Creating a data connection to a SharePoint list
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1. Click the dropdown then open its Properties Dialog.
Creating a data connection to a SharePoint list
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2. Click to select Drop-Down List Box Properties
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3. Click Add
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4. Accept default, click Next.
Note: Form has no historical data connections
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5. Select SharePoint Library or list & click Next.
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6. Copy & paste SharePoint URL & click Next.
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7. Select SharePoint List & click Next.
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8. Select field to sort field order.
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9. Choose ascending or descending & click Next.
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10. Tick box if you want offline access. Note: Data security & device storage space may be an issue for you.
Click Next.
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11. Name data connection. Note: Automatically retrieve data box - is ticked.
OK if data base is small for example 10 entries but downloading 350 entries might make the form unusable in some circumstances.
Click Finish
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12. Click OK & return to form. Note: Option button get choices from external data source, Data source & Entries & Value & Display name are populated. Previously, slide 5 blank.
Test your form data connection link by clicking form preview button. If form drop list displays data you expect you can proceed to link multiple text box controls to user drop down list choice, if you should wish too.
Creating a data connection to a SharePoint list
Auto-Fill from List BoxInfoPath form a drop-down list box, user selects choice.
User choice populates a single or multiple InfoPath text box(s).
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13. Click the Rules button
15. Click Add to add a rule
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14. Click This Field Changes
17. For the Action, select Set a field’s Value
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15. Click the Field button.
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16. For the Field, select the RestaurantWebsite node or whatever node you want to set automatically
Note: Fields drop down list ‘Main’ is selected.
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17. Field selected
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18. For the Value, click the Fx button
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19. In the Formula dialog, click Insert Field or Group
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20. In the Data Source dialog, select the secondary data source.
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21. Secondary data source selected data field you want to copy over to InfoPath & click Filter Data button.
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22. In Filter Data window, click Add button.
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23. In the Filter dialog drop down list, set the filter to “select a field or group.”
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24. In the Select a Field or Group window, Data source drop down list choose secondary data source (SharePoint list) & select RestaurantName.
Note: RestaurantName is the drop down list control used in InfoPath.
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25. Leave middle drop down list ‘is equal to’’
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26. Select a field or group.
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27. Select Main data source & choose RestaurantName & then click OK to close select the field or group window.
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28. Click OK to close specify filter conditions.
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29. Click OK to close filter data window.
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30. Click OK to close select a field of group.
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31. Click verify formula.
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32. No errors, click OK to close Microsoft InfoPath window.
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33. Click OK to close Insert formula window.
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34. Click OK to close rule details window.
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35. Click Preview form button.Auto-Fill from List Box
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36. Security Notice click OK.Note: You see this message because the form links to an external database.
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37. Select a restaurant name from drop down list.
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38. Choose restaurant name.
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39. Success – restaurant website field now shows website address based on restaurant name selected.
Note: You can link multiple text boxes to single drop down list choice.
Auto-Fill from List Box
Resources • Gini Courter Lynda.com • InfoPath 2013 Essential Training
• Wong A Tong • InfoPath Tutorials and Solutions. http://www.bizsupportonline.net/
• Microsoft blog, Technet • http://blogs.msdn.com/b/infopath/
Want to learn more
Christopher BirdOffice 365 Developer
t: 020 3011 5863
web: www.cloudhound.co.uk
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