Autopopulate fields in columns based on a value of a column related to a differet list

Question

Hey,

I have been struggling with this issue for a while and I'm stuck! I am creating a form on Infopath that feeds into a form Library on the sharepoint website. The form includes these fields:

1-ID

2-Cost Center

3-Requester

4-Total Request (Cash Value)

 

The form library consists of all these columns, 4 of which are provided in the form (above) and 3 more columns that are not included in the form. Below are all the columns in that form library, the ones in bold are in the form and the ones in Italics are not in the form.

1-ID

2-Cost Center

3-Requester

4-Total Request (Cash Value)

5- Budget Amount

6-Forecast Amount

7-Actual Amount

 

I have a seperate List Call it "LIST A" looks like this:

 

Each ID is locked for each row, meaning that for ID #1, VIDE Maint is the Item Desc. and has an actual, forecast and budget amount.

 

What Im aiming to do is: when someone opens the form to fill the information such as ID, Vendor, Item Description, and total request and once they submit it to have sharepoint link the ID number entered in the form and autopopulate the other columns (budget, forecast and actual amount) based on the similar ID in "LIST A".

 

 

 

Many thanks in advance!!

JD

Answer 1

Hi ,

From your post I understand these things:

1. The form submit data to form library .
2. The form only shows parts of the columns in the form library .The hidden columns will be auto populated by looking up information from List A.

You can take the steps below to set the field value on form submit :

1. Design the form in InfoPath Designer .
2. Add a data connection to receive data from ListA .Select the Budget Amount, Forecast Amount, Actual Amount columns .
3. Add a form button on the form to submit data .
4. Right click on the button and click Edit Properties .Set the action as ‘Rules and custom code’.
5. Add a rule on the button to set a field value .Set the field Budget Amount to get the value from Budget Amount  column in List A data connection .
6. Click on ‘Filter Data’ button to add a filter to select the specific item’s Budget Amount.
7. Set the filter as ‘ID(main data connection ) is equal to ID(List A data connection )’ .
8. Repeat the steps to set the Forecast Amount, Actual Amount value .
9. Then add a rule on the button to submit data .
10. Remember to publish the form .

Thanks,

Entan Ming

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Entan Ming

TechNet Community Support

Answer 2

You are a life saver, worked like a charm!! I really appreciate it Entan, do you mind if I ask you some more questions regarding workflows?

Answer 3

Hi ,

I'm glad to hear that this solves your problem .If you have any more quesitons different,please create another question in the forum.Thanks for your understanding .

Thanks,

Entan Ming

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Entan Ming

TechNet Community Support

Answer 4

http://social.msdn.microsoft.com/Forums/en-US/sharepoint2010customization/thread/dcb5d8c8-6ad9-43f1-9c2d-c899cd2ca681