Solved

InfoPath SharePoint List Form - Pull Record to Autofill Form

Posted on 2013-05-17
2
1,622 Views
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
0
Comment
Question by:jkeagle13
[X]
Welcome to Experts Exchange

Add your voice to the tech community where 5M+ people just like you are talking about what matters.

  • Help others & share knowledge
  • Earn cash & points
  • Learn & ask questions
2 Comments
 
LVL 32

Expert Comment

by:Jamie McAllister MVP
ID: 39175081
0
 
LVL 28

Accepted Solution

by:
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.
0

Featured Post

Office 365 Training for Admins - 7 Day Trial

Learn how to provision tenants, synchronize on-premise Active Directory, implement Single Sign-On, customize Office deployment, and protect your organization with eDiscovery and DLP policies.  Only from Platform Scholar.

Question has a verified solution.

If you are experiencing a similar issue, please ask a related question

As with any other System Center product, the installation for the Authoring Tool can be quite a pain sometimes. This article serves to help you avoid making these mistakes and hopefully save you a ton of time on troubleshooting :)  Step 1: Make sur…
Ever visit a website where you spotted a really cool looking Font, yet couldn't figure out which font family it belonged to, or how to get a copy of it for your own use? This article explains the process of doing exactly that, as well as showing how…
Viewers will learn the different options available in the Backstage view in Excel 2013.
The view will learn how to download and install SIMTOOLS and FORMLIST into Excel, how to use SIMTOOLS to generate a Monte Carlo simulation of 30 sales calls, and how to calculate the conditional probability based on the results of the Monte Carlo …
Suggested Courses

636 members asked questions and received personalized solutions in the past 7 days.

Join the community of 500,000 technology professionals and ask your questions.

Join & Ask a Question