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filling a repeating table based on selection

Posted on 2008-10-10
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Last Modified: 2012-05-05
We are creating an infopath form for adding a new user to our network.  We are a financial institution, so we have many applications that we need to add access for.  We would like to create a form in which one secion is the employee information (i.e. Name, Location, Position) and a repeating table below that is the applications needed for the Position (field).  When i select a position I would like the repeating table to fill in a row for each application needed so that each officer could check off that particular application when complete.  Is there a way to do this?  

I have an access database created with all the necessary data (for both queries as well as submission).  Ideally the employee table would populate with the top portion of the table, and the Application table would populate with a record number (for indexing purposes) as well as a completion status.  Any help is greatly appreciated.
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Question by:cjg1979
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by:clayfox
ID: 22696470
Typically you would have a table of possible applications that would be a secondary data connection.

They would have a repeating table of selections. Inside would be at least a drop down listing possible applications, maybe even filtered by employee department of something. Then they would select one and then use the default insert link to add additional rows and select additional applications.
This is the default InfoPath behavior and implementation of this type of data picking.

For the top part, it woul dprobably be secondary data unless you want them to edit their employee data.  So the Applications selected would be the main table for submission.

I would recommend www.infopathdev.com as a resource.

you also should look at some of the web services suites at qdabra.com.  They have all the web services to work with SQL directly.  Which for an enterprise application is best practice. Access is not the ideal choice.
Also they have a Active Directory web service which can identify each user, even via VPN, so you always have the correct employee, or know who is completing the form.

Good Luck
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Author Comment

by:cjg1979
ID: 22702921
I can get the repeating table to work with dropdowns they can select.  This works like a charm, but what I'd like is for them not to have to add rows and applications manually, but rather a default list of necessary applications to fill the repeating table.  I'm one step away at this point.  They can enter employee information, build the application access necessary manually, and submit all the data (employee, access needed, and even completion status upon updates), but I'd like the repeating table of applications to be automatic based on a selection in the employee data.  
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Accepted Solution

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clayfox earned 500 total points
ID: 22717736
This requires code to auto create the records for them.

www.infopathdev.com has some examples I believe.
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