SharePoint How to retrive info via Infopath

Posted on 2010-11-23
Medium Priority
Last Modified: 2012-05-10
I am looking to Populate a Field in My form via Sharepoint..  I want to be able to open my form once its been submmited and it populate the name field by the person that submitted it..

So i created this retrival  
Data Connectionthen i added it to submit as a rule.  
Data2the form is created fine but the name field stays blank..  Am i missing a step?
Question by:gotti777
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LVL 28

Expert Comment

by:Clay Fox
ID: 34201519
In the last screen shot you want to select the Fx button for value.

There you want to add a field and slect that Modified by field in your secondary data connection.

Then select the filter button.  You would want to match the title or ID of retrieve ID's with modified by.

You probably could do this all with one query and just include multiple fields.

You need a filter or it will just give you the modified by of the first item in the list not the one with the specific ID.

Author Comment

ID: 34201657
this is as far as i got.  Why wont this retrive the field for me?  
I dont event get the frist modified by  
LVL 28

Accepted Solution

Clay Fox earned 2000 total points
ID: 34201673
First i would drag the whole data connection onto your form and verify you are getting data from the query.

Then you can start to troubleshoot what is the issue.
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Author Comment

ID: 34201944
Ok not sure what you mean by verify data from query, well i mean i not sure how to go about it.  
If i understand it right the form wont have a modified by until its created.  so not sure how i would test .. can you walk me thru it?
LVL 28

Expert Comment

by:Clay Fox
ID: 34202326
Ok, maybe I am understnding better.
Are you trying to identify the current user?

If so you have to submit the form to SP and see the data before you can query.
You still will want a filter so that you identify the correct form.

Make sure you submit a form or have data in sP.
Then create a view and use the data source pane and just drag the repeating groups onto the view.
InfoPath will ask you whether you want a repeating table or section, pick whichever works best for the data.
This way you will see exactly what the form is getting.  I do this always so I can debug.
Then query your data sources and verify the information.
Then you are ready to troubleshoot your formulas and rules once you cansee the data you are trying to match.

Author Comment

ID: 34202432
I am still a little lost.  hard to understand.

When I submit form.. I have a data retrive connection that retrives the id and names it by that number +1000 works great...   but i cant see the number till after its submitted after open it up for editing then i see the number populated in the field

I asume it works the same way with the modified by .. but its blank..

I do submit form and i can see the name of Modified by in the view .  but if i open it theres nothing in my field
LVL 28

Expert Comment

by:Clay Fox
ID: 34215162
Try using created by instead.

Until it is edited modified by might not get populated.

Author Comment

ID: 34232702
hmmm I tried both..

But if you tske a look at my list... I can see the modified by  but when i open the field is blank h

Author Comment

ID: 34241114

I used this work perfect .. but thanks for trying

You want to a user file in your InfoPath form to auto populate with the current user who is logged on, follow these steps:

1) Create a new form by Designing a New Form Template

2)Choose blank form

3) Add a text box to the form (Field1)

4) Go to Tools | Form Options

5) Go to the Open Behavior section and click on Rules

6) Add Action to Set a Field’s Value

7) Choose the field you added above as the field to populate

8 ) For the value, click on the Fx button and choose Insert Function

9) View All in the Categories drop down

10) At the bottom you’ll see userName, pick it

11) The formula that gets dropped in is userName()

12) Preview the form, you’ll see your UserName in field1


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