How do I filter data in InfoPath?

How do I filter data in InfoPath?

In the Value text box, click the fx button, click on Insert Field or Group… and then select the field in your secondary data connection (just click it). Click Filter Data. Click Add. From there you need to specify a filter condition such that the Account Number (secondary) is equal to the Account Number (main).

How do I create a drop down list in InfoPath?

DropDown Cascading in Infopath Form

  1. Create two lists in your SharePoint site.
  2. Select Microsoft Infopath Designer 2010 from Start and Microsoft Office.
  3. Select the Blank form from the templates.
  4. Design the form as below:
  5. Double-click the Region Dropdown List.
  6. Select Get choice from an external data source and click Add.

What is InfoPath filter?

Overview. When you design a Microsoft Office InfoPath form template, you can use filters to limit the choices that users can make when they fill out a form that is based on that form template. A filter is a set of conditions that is applied to data to display a subset of that data.

How do I query data in Infopath?

Drag the ENTIRE secondary data source onto the form – query and data fields. In the query field section, add a button. On the button, set a rule to query the data source. Preview the form, and try setting different query fields and clicking the button so you can see the returned data.

Where does InfoPath store the data?

All the InfoPath data is stored in an XML file within the Forms Library. This means that all the data for the form (field names, values, etc) is stored in the same XML, both fields that are visible only within the form, as well as those that are “promoted” (“shared” or “exposed”) to SharePoint.

How do I create a data connection in InfoPath 2013?

Open InfoPath and-> create a new Blank InfoPath form template. On the Tools menu,->click Data Connections. On the Data Connections dialog box,-> click Add. On the Data Connection Wizard dialog box -> select Create a new connection to->select Receive data and then-> click Next.

You Might Also Like