dynamically retrieved data and show in InfoPath 2007 web form

Z

zullu

Hi,
Recently I was jammed with my InfoPath 2007 web based form and thought it
would be a good idea to share my problems here to get any help.
Can anyone help me how to retrieve data from a sharepoint list and displayed
them into different controls (like the textboxes, repeating tables, etc)
based on a dropdown selection.

There should be some easy way to just retrieve the data and assign it to the
form's data source.

I am in the hunt for it currently but unable to figure out.

Thanks for any help.
Zullu
 
C

Clay Fox

You can have multiple controls bound to the same data.

So you could display the data in several different sections or views or
layouts and then use conditional formatting to hide and reveal what you want
by a dropdown menu.
Since this is a web form separate views would be the best options. By the
dropdown you could switch to views with the desired layout.
--
Thanks

Clay Fox

Qdabra Software
http://www.qdabra.com

InfoPathDev.Com
The Largest InfoPath Forum in the World
http://www.infopathdev.com
 
Z

zullu

Thanks for your reply Clay.
I understand when you say about views, sections, conditional formatting, etc.
The point which I am trying to convey is how do I pull a particular row of
data from sharepoint list and then attach them to different controls on my
form.

I'll explain :
-I have a SharePoint Form Library, "Policies".
-I have a InfoPath form with 3 views (v1, v2 and v3).
-On v1, I have 2 option button: "New" and "Existing". New takes the process
to fillout and submit the form. This works fine.
-On v2 and v3, I have all the other controls in different sections.
-"Existing" displays a dropdownwhich is attached to "FormID" column in
"Policies" Form Library and displays all the FormIDs.
-Now, First when I open the InfoPath form all controls are blank except few
which are prepoluated from AD (Name, Phone,etc.)
-Now I select "Existing" option and then a "FormID" from the dropdown.
-Now here is the my question?????
-At this step, I need to fetch the data from SharePoint for the FormID which
I selected in the dropdown. How do I do this?
-Then after fetching the data, how do I display them on the controls in my
form.

just tooo long, I know. But hope it makes sense now.
Any idea how to achieve this. I would accept any suggestions!!!
I am fiddling around with some C# coding but no success.
Thanks,
Zullu.
 
C

Clay Fox

You just go to tools and then data connections.

In the wizard select receive and SharePoint.

Put in the url to the site with the list and it will display the available
lists and you can select it.
You need to make sure the data you want is in the view in SharePoint.

The form then will load all of the list into your form on load or when you
query it. Then you can use filters to display the data you want in whatever
controls are bound to it.
--
Thanks

Clay Fox

Qdabra Software
http://www.qdabra.com

InfoPathDev.Com
The Largest InfoPath Forum in the World
http://www.infopathdev.com
 
Z

zullu

That creates a Secondary Data Source, You are right.
But HOW do I refresh data on each selection changes made in the drop down.
I can see you have said something about query/filters.
Not sure about that.
Can you please elaborate more on that.

I guess, you are trying to say that this functionality can be achieved
without writing any code.
Oh great, if that is possible. I 'll love to go your way.
Thanks again.
Zullu
 
Z

zullu

Clay !!!
You are my hero!!! Oh Jesus, that was just amazing.
I gave a hit and trial to what you sugessted with those filters and it
works like a charm. :)
Thank you soooooo much.
Now please don't get hard pressed with my yet another request :)
I was wondering how do will I do this with the repeating tables.
Do you have a say on that.
I am going to try tonight the same logic in repeating tables too.
Wonder if they too work the same way as the text boxes, as they have
multiple rows
of data.
Not sure....but will give it a shot.
Meanwhile if you have any other solution.....I am desperate to look forward
to that.
Thanks a ton for replies.
Zullu.
 
Z

zullu

Clay,
I need your expertise !!!
I tried the same logic with the repeating tables but my form has started
giving errors
while loading in the browser.
Also, I could not find the "Default Value" section, where I had placed my
Formulae with the filters, in the Dropdowns and checkboxes.
Is there a different approach to set filters for these controls.
Anticipating your reply soon.
Thanks,
Zullu
 
Z

zullu

I managed to get the display in the repeating tables.
I guess, I had messed up with my data sources. Had to recreate them again.
And the form is displaying.
But the problem is, the repeating table displays just the first row.
And I have saved 4 rows in it.

Is there a way out to get all the rows in the repeating table.
My earlier question remains the same:
That is, I could not find the "Default Value" section, where I had placed my
Formulae with the filters, in the Dropdowns and checkboxes.
Is there a different approach to set filters for these controls.
Anticipating your reply soon.
Thanks,
Zullu
 
S

Skip Erdmann

Don't know if you are still working this issue, but what I have done is to set the rules in the drop down list so that when that vaule changes, it assigns the values to the other text boxes. This filters the data based upon the drop down list value and return associated values in the rest of the form.

Hope this helps.
 

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