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Infopath Form Dropdown Values Based on Secondary Table

Posted on 2014-02-05
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Last Modified: 2014-02-06
I am trying to create a form that collects employee schedule preferences based on a table of options. The options table has the following fields: TEMPLATEID, TEMPLATE_NM, MON_SCH, TUE_SCH, WED_SCH, THU_SCH, FRI_SCH & LUNCH_LENGTH.

As of right now I am have this tables stored in an access database but I think I will be moving it to a Sharepoint list.

Based on who the employee is I will be filtering the table to display the employee's options. From that list I am wanting to collect their top 4 choices sorted by most desirable choice to least desirable choice.

The table where I want to collect the info has the following fields: ID, EE_ID, EE_AREA, CHOICE_01, CHOICE_02, CHOICE_03, CHOICE_O4.

In each "CHOICE_*" field I am looking to collect the TEMPLATE_ID here are my issues that I am hoping to get assistance with:

First, I would like to make the "CHOICE_*" fields drop downs but I would like for use to see the template name instead of the ID.

Second and most importantly, I want to ensure that the user doesnt select the same TEMPLATE_ID more than once. If you are familiar with Sharepoint a good example of what I would like to do with this one is like when you "Modify List View". Sharepoint lets you pick the order that the fields appear but whenever you pick the same order number it moves whatever field has the same order number and moves it down. Something like that would be great.

Any assistance would be much appreciated.

Thank you
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Question by:spaced45
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Clay Fox earned 2000 total points
ID: 39837989
Just do some playing with Dropdowns.

SP lists are the way to go.

you can bind the dropdowns to external lists

then select the last folder and set your display and value separately, that way you have the id in the field but display the name.

I would do cascading dropdowns so that the selected option is omitted from subsequent dropdowns.  Search on infopathdev.com for examples.
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by:spaced45
ID: 39840862
Cascading dropdowns! That did the trick. I was able to find a ton of helpful information on infopathdev.com.

Thank you for your assistance.
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