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Linking excel files to dropdown list in infopath

    Question

  • Hi,

    I have a infopath form which have a dropdown list. What i am thinking is to when i selected one option in dropdown list, it will be connected to an excel template and will automatically open.

    sample of dropdown list option:

    Create Customer

    Edit Customer

    Templates:

    Create Customer.xlxs

    Edit Customer.xlxs

    Thanks!!!

    Wednesday, January 18, 2017 8:02 AM

Answers

  • What you want to do is create a section:

    Then put your hyperlink field in the section. Set a rule on the section so that if your dropdown field = "this," then hide the section:

    Do that for the values you don't want the link to show for. That way, when a user chooses the value you want, the section will appear.


    cameron rautmann

    • Marked as answer by Gelo123 Monday, January 23, 2017 4:05 AM
    Friday, January 20, 2017 1:04 PM

All replies

  • Hi Gelo- as far as I know that's not possible. The only thing you could do is use a link. What you could do is set a rule so that if dropdown value = Create Customer, then show a field with the appropriate link. But the user would have to click the link for it to actually open.

    cameron rautmann

    Wednesday, January 18, 2017 3:57 PM
  • Dear Cameron,

    I appreciate your reply. I will try your suggestion and will explore infopath functionalities as well.

    Thursday, January 19, 2017 7:08 AM
  • Hi Cameron!

    Thank you for this reply. I have navigated the hyperlink but cant seem to work it out.

    Can you provide sampl example?

    I have stored my templates in one document library.

    Thanks in advance!

    Friday, January 20, 2017 6:41 AM
  • What you want to do is create a section:

    Then put your hyperlink field in the section. Set a rule on the section so that if your dropdown field = "this," then hide the section:

    Do that for the values you don't want the link to show for. That way, when a user chooses the value you want, the section will appear.


    cameron rautmann

    • Marked as answer by Gelo123 Monday, January 23, 2017 4:05 AM
    Friday, January 20, 2017 1:04 PM
  • Dear Cameron,

    Thank you for your explanation! worked well and found another way to ddo it too! ^^

    Monday, January 23, 2017 4:06 AM