jkeagle13
asked on
Filter SharePoint List Web Part based on InfoPath 2010 Form Query
Hello,
I have a SharePoint List with thousands of records and many columns. Users are expressing frustration that filtering it takes forever. By the time you click the filter, wait for it to load, click your option, etc., a significant period of time has elapsed by the time you get the filtered subset you want.
Our users always need to be going in the list and filtering things. Given the number of records, it is necessary to filter on more than one column.
My ideal situation would be to create a page that has an InfoPath form and a SharePoint list web part. I would like to be able to build a connection such that when you pick from a handful of drop downs and push a button, or something like that, the list is filtered based on the columns correlating to the drop downs. The user could then search through the much narrower subset of records and find the one they want to edit.
Thanks,
Joseph Irvine
I have a SharePoint List with thousands of records and many columns. Users are expressing frustration that filtering it takes forever. By the time you click the filter, wait for it to load, click your option, etc., a significant period of time has elapsed by the time you get the filtered subset you want.
Our users always need to be going in the list and filtering things. Given the number of records, it is necessary to filter on more than one column.
My ideal situation would be to create a page that has an InfoPath form and a SharePoint list web part. I would like to be able to build a connection such that when you pick from a handful of drop downs and push a button, or something like that, the list is filtered based on the columns correlating to the drop downs. The user could then search through the much narrower subset of records and find the one they want to edit.
Thanks,
Joseph Irvine
ASKER
Hello,
Relatively simple list. Roughly 70 columns. Not using multiple content types or item-level permissions.
I have looked at JavaScript as an option. I guess my draw to InfoPath was that I was already using InfoPath for the forms. Because there are so many records, the thought was that it would be great if someone could start filling out a subset of the entries and have a list view web part, for example, start showing filtered items based on those conditions so that the user could pick which record they wanted to edit.
We don't really want to load into a database - too much back and forth behind the scenes. The current route I am looking at, a bit of a kludge, is using the SharePoint List URL to pass the filter values in to a view. It is working. If I could just figure out how to link that from InfoPath, and, ideally, have it in real time versus needing to simply load would be great. The beauty of InfoPath as well is that I could use lookup columns.
Thanks,
Joseph Irvine
Relatively simple list. Roughly 70 columns. Not using multiple content types or item-level permissions.
I have looked at JavaScript as an option. I guess my draw to InfoPath was that I was already using InfoPath for the forms. Because there are so many records, the thought was that it would be great if someone could start filling out a subset of the entries and have a list view web part, for example, start showing filtered items based on those conditions so that the user could pick which record they wanted to edit.
We don't really want to load into a database - too much back and forth behind the scenes. The current route I am looking at, a bit of a kludge, is using the SharePoint List URL to pass the filter values in to a view. It is working. If I could just figure out how to link that from InfoPath, and, ideally, have it in real time versus needing to simply load would be great. The beauty of InfoPath as well is that I could use lookup columns.
Thanks,
Joseph Irvine
ASKER CERTIFIED SOLUTION
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perhaps doable (I am not that deep InfoPath pro) but if you are open for alternatives, I would go a different route:
Using
jQuery, SPServices and Datatables.net
you could build your page with just client side code. You can preset some dropdowns and then load the list items into the datatable. There you have sorting and navigation controls - the only con on this type of solution is, that you "loose" all the standard functionality of a list view web part (e.g. View select, Context menu).
Which SharePoint version and edition do you use? How many items do you have in this list? Do you have item level permissions? How many columns does this list have? Do you have indexed columns? Do you have multiple content types in this list?
HTH
Rainer