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InfoPath SharePoint List Form - Pull Record to Autofill Form

Posted on 2013-05-17
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Last Modified: 2013-05-17
Hello,

I have a SharePoint 2010 list with a number of different fields. I'll call it the main list. I am using InfoPath to edit the NewForm.aspx page.

I have a second list that I use simply for storage. It links a serial number to the name of a product. There are just two columns, Serial Number, and Product Title.

In my main list, I ask the user for a serial number. I want to have an InfoPath rule such that when a user enters a serial number into the serial number, if it exists in the other table, it will look it up from the other table and autofill the product title for the user in the main list.

Can someone point me in the direction of the rule formula/code I would need to accomplish that?

Thanks!
Joseph Irvine
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Question by:jkeagle13
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Expert Comment

by:Jamie McAllister MVP
ID: 39175081
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Accepted Solution

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clayfox earned 475 total points
ID: 39175108
You need a secondary data connection to the SP list to receive

on the serial number entry field put a rule that has the action to set a fields value
the field to set is the product name in the main list.
for the value select the FX button
then select a field and navigate to the secondary list and to the product name field.
at that point select the filter button in the lower left of the window.

add a filter
select the serial number field on the left
equals
then select a field and choose the serial number field the user entered in the main list.

that is all it takes.  It is case sensitive if you have alpha characters, but you can use a translate function if needed.
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