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Please forgive me if I don't explain this well. I'm new to Infopath. Here goes!

  • Overall Goal: Create an infopath form that will generate an email, eliminating certain 'human error' problems that we've been having.

  • Problem: Automatically creating a new repeating block for each item in the list/array. The list would be something like:

PROPERTY NAME = Prop 1, Prop 2, Prop 3, etc.

Below is the entire block of data that I want to repeat.

 
*PROPERTY NAME* – OPEN or CLOSED
Hours – XX:XX AM ET – XX:XX PM ET
No incidents open
IMxxxxxx - Incident details | Status: Red

This entire block needs to be repeated for each property we own. Now, while I know that I could create multiple blocks for each property manually, that makes creation and maintenance of the form time consuming . Ideally, I'd like the form to read the property's from a list or array, and insert the name into each new block when the form loads up. The rest of the info would be filled out by the user of the form. This way, if we ever add or change a property, I or someone else can easily update the form by simply adding the new item to the list/array.

I have been Google'ing this for hours today and I think my problem with search results boils down to my lack of knowledge of the proper terminology.

Does anyone have any ideas?

Brian Tompsett - 汤莱恩
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Cameron Smothers
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1 Answers1

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Create a secondary data connection to the source list (where does it live, BTW? SharePoint? SQL?) Drag the data node for the secondary data connection onto the canvas as a repeating section with controls. Remove controls you don't want to see and arrange the others to your liking.

Upon form load query the secondary data source. The repeating section will then be populated with the items returned by the query. This will only read the items, though.

If you want to edit the items, then you need a repeating group in your main data source. After querying the secondary data connection, you need to copy the data from the secondary to the main data source. Edits can be done in the main schema, and you will need a submit data connection to write back the changes.

This is not out of the box InfoPath functionality but it can be done with code or with 3rd party tools like Qdabra Software's qRules.

teylyn
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  • Thanks for the reply! I think I understand what you are saying. I'll give it a try and report back later. To answer your question, the list of properties will probably live on Sharepoint. I do not need to edit the items on the 'property' list, and in fact, I don't need to write any data back to sharpoint at all. All I want is for the form to do some basic validations and correctly format the email. The rest of the information will be entered manually by our analysts. – Cameron Smothers May 31 '13 at 19:34
  • If you don't need to write any data back to the source, then the data connection to a secondary data source should to the trick. – teylyn Jun 01 '13 at 09:53
  • You were correct! That did exactly what I needed it to do! Now I just have to figure out the rest and I'll be good. Thank you for your help! – Cameron Smothers Jun 01 '13 at 14:19