Referencing data on a different form?

[Ripley]

We have a client that currently uses a set of spreadsheets to collect and
manage information relating to a single client. Many of the individual
worksheets reference data entered on previous sheets. For example, the main
sheet collects client information and assigns a reference number. Other
sheets use the client information and number to pre-populate fields.

Is it possible to do this with InfoPath forms? That is, to have a series of
inter-related (yet separate) forms, that can reference information on each
other? Or do we need to save some of this common data to a database?

Any thoughts/ideas would be appreciated,

Thanks,
Rip

 

[Ripley]

Thank you very much for the excellent information!

This will help us decide how to move forward on this.

Thanks,
Rip

"Greg Collins [InfoPath MVP]" <Greg.Collins_AT_InfoPathDev.com> wrote in
message You can do this, but certainly not as robustly as you can with Excel. Excel
has this functionality built into it. You will have to manaully code this in
InfoPath. Basically, you will need to write code to open the .xml file in
question (i.e. it will need to either know where it is and what it is named,
or be told as part of the form), and then parse it for the values you want.

This may or may not require your form to be fully trusted depending on where
your files are stored. For example, if they are stored in a SharePoint form
library, you will not need full trust.

There are a lot of things to consider, and much of it will be very tied to
your particular needs and application design.

--
Greg Collins [InfoPath MVP]
Please visit: http://www.InfoPathDev.com



We have a client that currently uses a set of spreadsheets to collect and
manage information relating to a single client. Many of the individual
worksheets reference data entered on previous sheets. For example, the main
sheet collects client information and assigns a reference number. Other
sheets use the client information and number to pre-populate fields.

Is it possible to do this with InfoPath forms? That is, to have a series of
inter-related (yet separate) forms, that can reference information on each
other? Or do we need to save some of this common data to a database?

Any thoughts/ideas would be appreciated,

Thanks,
Rip