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passing data between infopath forms within sharepoint

Posted on 2010-08-25
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I have 2 forms: form A is a master file that holds information about a client.  form B is call sheet agents fill out everytime they contact that client.  Inside form A there is a button that calls forum B (which is stored in a sharepoint document library). The agent fills out forum B and submits it to a sharepoint forum library.  I would like to be able to bring 2 fields (date, agent name) as well as provide a link to that completed forum B and insert them into a 3 column table in forum A when forum B is completed and submitted. The completed forum A is then submitted to a sharepoint forum library where it can be openned again to add new call logs. The result being forum A will have a list of call logs that an agent can click on to view.
What is the best way to accomplish this?  I am very new at infopath and sharepoint so please provide steps.
thank you in advance.
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Question by:mattkennedy2010
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Expert Comment

by:clayfox
ID: 33535473
For form B you should be promoting the fields you want to the Form Library. This is in the Form Options and in the submit data connection.

In form A you can create a data connection to B's Form Library.

Then drag it into form A as a repeating table. Use conditional formating to only show the forms in B library which match the customer in form A.

You should be able to create a hyperlink control that can open the XML of B directly. You can concate the SharePoint library URL with the title of the document and .xml.
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Author Comment

by:mattkennedy2010
ID: 33535963
Thank you for your reply.
You will forgive me, however, I am quite stupid.  Would you please detail the steps involved such as
-promptinfg fields
-draging into form a
-hyperlink to opne XML of form B
-concat shaerpont library url

thank you
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Accepted Solution

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clayfox earned 1500 total points
ID: 33536659
Look in the help or online for InfoPath property promotion

From the data source pane on the right you can drag in fields and create controls

Look in Help at the hyperlink control, you can have the source be a function or field

research the concat function.
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Author Closing Comment

by:mattkennedy2010
ID: 33536938
Although was pointed in the right direction, had to do most of the digging myself.
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