选择下拉列表后自动填充Infopath表单 [英] Auto-populating an Infopath form after selecting a drop down

问题描述

我目前有两个列表，一个名为工作簿"，其中包含正在进行的项目的详细信息，另一个名为工作簿修正案"，这是用户提交的更改项目详细信息的请求(通过信息路径表单).

I currently have two lists one titled 'Book of Work' which holds details around on-going projects and the other titled 'Book of Work Amendments' which are requests submitted by users to change project details (through an infopath form).

在BoW修订列表中有一个名为选择项目"的列，该列在BoW列表中查找项目名称".目的是当用户从选择项目"下拉菜单中选择一个选项时，表单中的其他字段(例如项目管理器"，项目描述")将自动使用BoW表中该行的数据进行填充.

There is a column in the BoW Amendments list entitled 'Select Project' which has a lookup to 'Project Name' in the BoW list. The aim is that when a user chooses an option from the 'Select Project' drop-down, other fields in the form such as 'Project Manager', 'Project Description' will be automatically populated with data from that row in the BoW table.

我已将两个共享点列表作为数据连接连接在一起，其中BoW修正案是主要的，而BoW是次要的.如果我们以项目管理器"字段为例，我尝试的方法如下:

I have connected both Sharepoint Lists as data connections with BoW Amendments being the primary and BoW the secondary. If we take the Project Manager field as an example the method I have attempted is as follows:

.创建条件为选择项目不为空

.操作-设置字段的值:字段:项目经理(BoW修订-主要)值:项目经理(BoW-次要)添加过滤器: Project_Name (BoW-次要)= 选择项目(BoW-次要)

. Action - Set a field's value: Field: Project Manager (BoW Amendments - Primary) Value: Project Manager (BoW - Secondary) Add Filter: Project_Name (BoW - Secondary) = Select Project (BoW - Primary)

当前在下拉菜单中选择项目时，该字段并未填充，将非常感谢您的协助.

Currently this is not populating the field when the project is selected in the drop down, any assistance would be greatly appreciated.

推荐答案

您有正确的主意，只是略有偏离.当字段更改"时，您需要在选择项目"下拉列表中使用规则.

You have the right idea, just a little off. You want a rule on the Select Project dropdown when "field changes".

接下来，将您的设置字段值操作创建到所需的任何字段；在这种情况下，项目经理字段

Next create your set field value action to whatever field you want; in this case, the Project Manager field

现在将值"设置为项目经理(BoW次要).添加过滤器project_name(BoW次要)=项目下拉菜单(主要)

Now set the 'value' to Project Manager (BoW-Secondary). Add filter project_name (BoW-secondary) = Project dropdown (Main)

基本上，最后一个过滤器说的是从BoW-secondary获得项目经理，其中项目名称等于项目下拉列表的选定值.

Basically that last filter is saying "get the project manager from BoW-secondary where the project name is equal to the selected value of the project dropdown list.

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