How do I filter a drop down list in InfoPath?

How do I filter a drop down list in InfoPath?

Set a filter for a list box, drop-down list box, or combo box

1. Do one of the following: To use values from fields in the form, click Get choices from fields in this form.
2. Next to the Entries box, click Select XPath .
3. Select the field or group that contains the desired values for the control, and then click Filter Data.

How do I filter data connection in InfoPath?

1 Answer

1. Select your drop down and from the Home tab, Select Manage rules option.
2. Create a new Action rule. Add any condition that you want to add, if not then leave is as it is, i.e is “None – rule runs when field changes.”.
3. Select your secondary data connection name from the drop down and you are done.

How use data query for 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.

How to filter data in list InfoPath form?

Provide connection name (say GetUserProfileByName) and check “Automatically retrieve data when the form is opened” (If not checked). Under List Box Choices, select “Get choices from External Data Source”. Select “Master” as Data Source. For “Entries”, click picker button and select “Agency” field. Click OK.

How to add a filter to a drop down list?

Right click on the Section drop down list box and select Drop-Down List Box Properties.Beside the Entries box, click on the tree icon. Click on the Filter Data button. Click on the Add button.

How to receive dropdown values from master list?

Data Connection 1: Follow steps to create the first connection to receive dropdown values from Master list. On the form ribbon, click on “Data Connections” under “Data” section. Click on Add -> Select “Receive Data” -> Click Next -> Select “SharePoint Library or List”.

How to add a drop down in SharePoint?

Navigate to the SharePoint list called Supply Chain Scorecard Metrics and add a new item. In the Section drop down, notice that I’ve included the Goal as part of the Section description (Goals are Improve, Maintain and Track).