Populate Control Values when Opening Form

[Philip L Jackson]

I am new to InfoPath and exploring its functionality.

Whilst I can see my way to many tasks I am struggling with one issue.

I wish to send a common form to a number of different salesman by email (OK
as an attachment). When opened, the form is to display the customer name and
address and their enquiry details as taken in the office.

I have the customer details/enquiry in a small xml file (OK to also send as
attachment to emai) but can not get the form (on opening) to load the xml
data and pre populate the control.

Any advice greatfuly received.

Have a good New Year

PLJ

 

[Marcel]

Add a data connection in the infopath form to receive data from a xml
document. This xml document has to be included in the infopath form. Leave
the option to retrieve the data checked when the form is opened. Now your
dropdown control can access this datasource.



Disadvantage of this approach is, that most likely your customer data will
change and you will have to rebuild your form each time this happens.



Another approach is using web services to connect to your back-end and
retrieve customer data.