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MS Office Forum / General MS InfoPath Questions / November 2006

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Form Letter

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beauconsidine@sml.com - 06 Nov 2006 22:26 GMT
I am creating a variety of form letter for our sales department. I have
a SharePoint List with the contact information for all our sales
people. I I have created an InfoPath Form with a drop down box so that
a person can select their name from the SalesPoint List. Now I want the
form to automatically fill in all the other contact information based
on the value of the drop down box. This seems like a very basic
process, but I am new to this and it has me stumped. I assume that have
to enter a formula in the default value field under the data tab in the
test box property.

Am I on the right track? Do I need to learn some special programming
language.
david@davidsworld.co.uk - 08 Nov 2006 10:03 GMT
Open up the field, in the default value box press the formula button to
the right.
Press insert field or group
Select the data source from the top drop down
Select the field that you want this control to display
Press the filter data button
Set the filter up to show data where the main field in the list equals
the value in the form field.

That should do it, hopefully not too hard to follow.

Regards,

> I am creating a variety of form letter for our sales department. I have
> a SharePoint List with the contact information for all our sales
[quoted text clipped - 8 lines]
> Am I on the right track? Do I need to learn some special programming
> language.
Beaucon - 08 Nov 2006 14:51 GMT
David,

Thank you. I was trying to make this much harder than it was.

> Open up the field, in the default value box press the formula button to
> the right.
[quoted text clipped - 21 lines]
> > Am I on the right track? Do I need to learn some special programming
> > language.
 
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