Customer lookup by name

[zeon]

OK, I'm sure this has been asked before, but I could not find anything by
searching the replies.

We need to record information about customer interactions in a table. We
also have a reference table with customer demographics. I would like to do
this with none or minimal jscript code.

We need to display a blank form, and allow lookup by full or partial
customer last name. If multiples display, allow the user to choose the
appropriate one, then populate fields in the interactions table. There are
other fields in the interaction table that would be typed in (i.e. not pulled
from the customer table).

Can someone provide some advice or link to a solution? Thanks!

 

[Clay Fox]

This can be done a number of ways.

What type of database are you going to use?

You can have a secondary datasource to the name data and then have them sort
or query the list and once chosen then query the main data set for the ID of
the name selected.

If using SQL I would look at using web services, that would be best practice.

If you want quick and dirty you could use SQL or Access and create a
database type form.
If you would like to see some examples of this you can contact me here.
http://www.infopathdev.com/members/clayfox.aspx