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InfoPath Field Values

Posted on 2013-01-28
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Last Modified: 2013-01-29
Hi experts,

Currently I am creating a InfoPath 2010 form with data connections associated. I am attempting to populate a "Sales" member's name and commission rate from a SharePoint list. The list is setup as a Data sources within the form.

What I would like to see happen is when I select "SalesPerson", I would like it to auto-populate their commission rate in another field. To avoid additional data entry.

I have tried every combination with filters and formulas, but have still been unsuccessful.

Any help will be much appreciated!

Thanks,
TG
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Question by:techguy57
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3 Comments
 

Author Comment

by:techguy57
ID: 38827377
The form is also being created to be used within a browser..
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Accepted Solution

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clayfox earned 2000 total points
ID: 38827530
I would create a rule on the control where you select the sales person.

make the action to set a field value.
Commission field in your form should be the target.
The formula would be to select commission field from your data connection but then use the filter button in the lower left of that browse box.
then select salesperson in the data connection list equals the sales person field in your form that was just set.

Usually it is the filter that people miss.  Which is easy to do.
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Author Closing Comment

by:techguy57
ID: 38831290
That did it! Something so simple. Thanks a lot!
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