Create InfoPath 2007 form where controls link to Access

K

KPHAYES710

Hi. I have an Access Database that I want to import the data into
InfoPath 2007. I have successfully done so but I have a CustomerID
field and a ProjectID field that are linked in Access but do not seem
to work how I want it to in InfoPath. I would like my Technicians to
be able to click on a dropdown control and see a list of Clients,
which is from the CustomerID field. Then they should click on the
dropdown menu for Project List and see the project list for that
client only. So for example I have ClientA that has Project1 and
Project3 associated with it. When the technician chooses ClientA from
the dropdown menu they then will only see Project1 and Project3 in the
Project dropdown menu. They should not see Project2. I hope this
makes sense enough for someone to help me. Thanks!
 
C

Clay Fox

That is typically referred to as Cascading Dropdowns.
you can search on http://www.infopathdev.com for this term and find some
more information.

You would setup two secondary data connections one to projects and one to
customers.
You would load customers and use it as the source for your first dropdown.
Then you would use Projects as the source for dropdown 2 but use a filter
that customerselection = customer in the project data. That way you only
show the projects for the selected customer.
 
K

KirknKristin

Thank you so much! That was so easy once you know what to look for.
Thanks again!
 

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