This is a guide for setting up an InfoPath form that will fill in other textboxes with data retrieved from a SharePoint list or library, this form will be published to a SharePoint form library in order to provide end users an easy way to fill in a form. This solution is created by using InfoPath 2013 and SharePoint 2013.
In the below example I am going to illustrate the implementation of LookUp functionality with SharePoint List and also implementing 3 cascading drop downs . The SharePoint list contains the below columns.
Add a Data Connection that Points to a SharePoint List
Click on Data connection on the Data Tab of the infopath form.
Click on Add button on the data connection wizard.
On the next form of the Wizard select the SharePoint Library or List radio button and click on Next.
On the next form of the wizard provide the SharePoint Web Application URL and click on Next.
On the next form of the wizard Select the List on which the look up functionality is to be implemented.
On the next form of the wizard select the column as shown in the image below and click on Next.
Click Next on the next form on the wizard. On the next wizard select “Automatically Retrive Data when the form is Open” check box and click on finish.
Design your InfoPath form
Create the controls in your designer and place them on the form
Here depending on the selection of the 3 drop downs the rest of the text boxes are auto filled by retrieving the data from the SharePoint List.
Add Rules to Fill in Other Controls:
Rules for Consultant:
Rules for Client:
(Properties of the client drop down)
Click here for implementing cascading drop down, implement the same for the Consultant and Client drop down
Similarly implement the cascading functionality for Projects
(Properties of Project drop down)
To implement the look up functionality on the text boxes, we need to apply the formula on default values of the text box.
Right click on the text box of the project manager and select Text Box Properties..
Click on Insert Field or Group..
Click on Filter and click on Add on the Filter Data dialog. Set the filter condition as shown in the image below.
Click on OK.
Similarly do the same for the Project Start date and Project End Date(with the similar condition).
Press ctrl + shift + b in order to preview the form. If every thing is configured correctly you will have a look up functionality i.e. when you select the consultant, client and project drop down the rest of the details are automatically filled up.