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MS Office Forum / General MS InfoPath Questions / March 2007Filter, look up data
I am trying to create a "query" or "filter" to look up data that has already been entered. For example, I collect name, region, state, and address, among a ton of other information for each entry on the form. I'm thinking that if a person enters some information and doesn't have time to enter all of it at that time that I can enter in a way to go find that record and fill the rest of it out at a different time. Or if they notice a change, they can go back and find that record to make their change. I am trying to add "name" as a drop down list and have the list based on the database of entries that already exist. I can get the drop down list, but I can't get the form to go back and look up the information from the name column of information of data that has already been entered. I'm trying to use an optional query section, but that doesn't seem to be working. Any suggestions? I am using InfoPath 2003  SignatureStephanie Is your form bound to a database? Are you using the standard dataFields and queryFields? If you are, you should be able to drag the queryField for the 'name' onto the form, change it into a drop-down, bind your drop-down to a secondary data source like you've already done, use the 'name' for both the value and the display name of the drop-down list box, and then run the query to filter. --- S.Y.M. Wong-A-Ton > I am trying to create a "query" or "filter" to look up data that has already > been entered. For example, I collect name, region, state, and address, among [quoted text clipped - 9 lines] > but that doesn't seem to be working. Any suggestions? I am using InfoPath > 2003 Yes, the form is bound to an Access database and i am using the standard dataFields and queryFields. However, when i try to add that table I get an error, "the reference to column [name] is too ambiguous" SignatureStephanie > Is your form bound to a database? Are you using the standard dataFields and > queryFields? If you are, you should be able to drag the queryField for the [quoted text clipped - 18 lines] > > but that doesn't seem to be working. Any suggestions? I am using InfoPath > > 2003 Could you please elaborate what you mean with "when i try to add that table"? What table are you trying to add where? Under the queryFields node of the data source of your form, there should be 1 field for 'name'. Just drag and drop this 1 field to the Query section on the form. --- S.Y.M. Wong-A-Ton > Yes, the form is bound to an Access database and i am using the standard > dataFields and queryFields. However, when i try to add that table I get an [quoted text clipped - 22 lines] > > > but that doesn't seem to be working. Any suggestions? I am using InfoPath > > > 2003 when I said "table", I'm trying to bring the table in from Access as a secondary data source. I can't get that pulled into InfoPath SignatureStephanie > Could you please elaborate what you mean with "when i try to add that table"? > What table are you trying to add where? [quoted text clipped - 31 lines] > > > > but that doesn't seem to be working. Any suggestions? I am using InfoPath > > > > 2003 Ignore that last message. I've got the Access table connected as a secondary table now, but the steps aren't working. I tried to bind the table to "name" in the secondary table and I am trying to look up the vaules on the main datasource "name". My drop down box keeps giving me blanks. Thanks for helping me.... SignatureStephanie > Could you please elaborate what you mean with "when i try to add that table"? > What table are you trying to add where? [quoted text clipped - 31 lines] > > > > but that doesn't seem to be working. Any suggestions? I am using InfoPath > > > > 2003 If your drop-down is giving you blanks, you've bound it to the main data source. You need to bind it to the secondary data source you created, and then choose the name field as the Value as well as the Display Name for the drop-down. Another thing is that you need to query the secondary data source before it is populated or you should have checked the checkbox "Automatically retrieve data when form is opened" when you created the data connection for the secondary data source. Just as a double-checking question: Are you using the drop-down list box in the query section of your form? --- S.Y.M. Wong-A-Ton > Ignore that last message. I've got the Access table connected as a secondary > table now, but the steps aren't working. I tried to bind the table to "name" [quoted text clipped - 37 lines] > > > > > but that doesn't seem to be working. Any suggestions? I am using InfoPath > > > > > 2003 |
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