SharePoint list data source

[Alan]

I have a form that I want to populate fields from specific record (form) in a
SharePoint library when the form is opened.

The functionality is something like this: Step 1: the user enters item
amounts in to the first form. The form is saved and a todo item is created
for the user to update.

Step: When the user selects the todo item and opens the form to add the
percentage increase of each item. The new amount is calcuated from the
orginal amount. The form is saved and a new todo item is created

Step 3: The user selects the todo item and opens the form to add the
precentage increase of each item. This time the new amount column is
populated with the previous form's calulated amount.

I was planning on using the SharePoint form library but I don't know how to
get data from the previous form. I need to know how to specify the ID of the
previous form.

 

[Clay Fox]

Hey Alan.

Typically I would add another field to your form and store the form name in
it (form.xml). Use the same formula you use for the SharePoint submit data
connection.
Then create a SharePoint receive data connection on the library and then use
the form name to filter the list and get the promoted properties values for
use in your form calculations.

 

[Alan]

I'm relatively new to InfoPath. In building the recieve data connection I
don't see a way to filter the records in the SP list.

 

[Clay Fox]

Is the same form being opened each time?
If so why don't you just store the calculated value in it?

With SharePoint there is no way to filter in the data connection itself.
All items in the view will be loaded into your form.

But when you set values from the loaded list you can use a filter to specify
which record to use.

So calculatedvalue[formname=SPFormname]
This will retrieve the value where form name in the list = form name stored
in your form.
When selecting a field the filter button in in the lower left of the window.