Filtering Repeating Tables

T

Ty

Hi All --

I am a newbie in the world of InfoPath 2007, so forgive me if this question
is very elementary.

I have an inventory of items currently being stored in Sharepoint. Ideally,
I'd like to pull that data into some kind of repeating table that can be
filtered by the form user. Unfortunately, my documentation is a bit old, so
I haven't figured out the best way to achieve this.

Again, I'm sure this is a very basic question, so if anyone would be kind
enough to offer assistance or point to some good newbie resources, it'd be
greatly appreciated.

Thank you in advance!
 
C

Clay Fox

First you would setup a data connection to the SharePoint list.

This will create the repeating list in your form automatically.

Then when you put the repeating data on your form as a table control you can
use conditional formatting to filter it and only show what the user wants or
selects.

You cannot filter secondary data connections except through web services and
a SQL database. So by default, Infopath pulls in the whole list of data, but
then you can filter the display of the information.
--
Thanks

Clay Fox

Qdabra Software
http://www.qdabra.com

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

Ty

Hi Clay,

First off, thanks for lending your expertise. It is much appreciated.

I'm able to create a data connection to my Sharepoint without any issue.
However, I'm a little hazy when you talk about a repeating list being
automatically created in my form. Could you explain what exactly you mean by
that.

Basically, I know that if I change the drop-down on the right side of my
screen to show my secondary data connections, that I can drag and drop and
attribute and have it show all contents of that field in a repeating section.
But I don't think I can filter that section, as I think you mentioned in
your response.

How do I get that "repeating list" as you mentioned, into a table that can
be filtered?

Thanks again for your assistance!
 
C

Clay Fox

When you drag the repeating group in it should ask you if you want a
repeating table or section.
Go to the properites for the table or section and under the display tab will
be conditional formating.

Here you can put field1 does not equal test, for example, and only the
records where field1 = test will be shown in the control.

There is also a filter data button which allows you to set conditions for
what you want displayed. Typically I use the Conditional Formating though.

Play around with it and you will get the hang of it.
--
Thanks

Clay Fox

Qdabra Software
http://www.qdabra.com

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

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