Adding data to an existing SharePoint site column from InfoPath form

Posted on 2009-02-20
Last Modified: 2012-05-06

I have a InfoPath 2007 form as a site content type in a WSS 3.0 document library. The form has a number of promoted columns and the document library has multiple content types and some custom lookup site columns which need to be used by all the multiple content types. I need the form to add data, not only to the promoted columns, but also to the custom lookup site columns when the form is saved back to the document library. The method that I have used so far is to use a promoted column when publishing the form to the WSS site, but linked to the custom site column, this is excepted OK but the column never gets populated in the doc library?

It will work only if the site column is simple text and is not associated to all content types in the doc library, in my case I need the site column to be lookup or choice and used by all content types within the doc library.

Any suggestions in how to achieve this?


Question by:kbessent1966
    LVL 9

    Expert Comment

    What I would suggest is to define the column separately in each form/content type. You can add the list that you are looking up from as a data source in your forms and use it as the data source for a drop down control in the form. That should give you the effect you are after
    LVL 1

    Author Comment

    HI Stevemu,

    Thanks for your suggestion, although having separate columns for each content type that would contain identical values would confuse the users, especially when they need to see all document types together in one view and filter from there.

    If a coded solution would be the only way to achieve this, that would be fine.
    LVL 1

    Accepted Solution

    I managed to solve this problem by using the following steps:-

    1. Make the column that is to be used by all content types a 'site column' within SharePoint
    2. When publishing the form within InfoPath, select the column from 'site column group' and 'Column name:' then enable 'Allow users to edit data in this field by using a datasheet or properties page'

    This will allow the form to populate meta-data in a column that is used by many content types within one document library.

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