Create an InfoPath Form to Auto Populate Data in SharePoint 2010

In Anne Stenberg's Blog from 2 Nov 2011 3:00 PM "How to Create an InfoPath Form to Auto Populate Data in SharePoint 2010" she artfully steps through how to create an InfoPath Form to Auto Populate Data. It works but... Jason, another user,
wrote whenever the form is opened again either to view or edit, it displays the current users information instead of the value of the person who completed the form in the first place.
Anne's response was "Hi Jason - I had forgotten I had that problem, too. Change the Form Load rule's condition to
DisplayName is blank and that should work."
My problem is I can't find anything other than AccountName in "Select a Field or Group" [GetUserProfileByName (Secondary)] to use in the Condition statement that will correct the problem.
Any help will be very appreciated.
Thanks,
Joe

Hi Joe,
I recommend to add one more condition in Form Load to make the form not be populated with current user’s information (You can change Title to another column which should not be blank when users create a new item).
Best regards,
Victoria
TechNet Community Support
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How to create Infopath form that auto populate data from one list to be fill by another user?

hi. I would like to ask, how to create form that fill by User A, for example, and then the User A assigned task to User B to complete the form. Next, the form will be approved by approver. May I know how to do
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Hi,
If your SharePoint environment supports InfoPath Forms, then you can customize the form and add rules to make the list items as read only when user A submits the form.
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here are some links for your reference -
http://office.microsoft.com/en-us/infopath-help/add-formulas-and-functions-in-infopath-2010-HA101821255.aspx
http://office.microsoft.com/en-us/videos/video-create-an-approval-workflow-in-sharepoint-designer-2010-VA101897477.aspx
http://blogs.technet.com/b/meacoex/archive/2010/11/01/get-manager-approval-in-sharepoint-designer-2010-step-by-step.aspx
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Ram - SharePoint Architect
Blog - SharePointDeveloper.in
Please vote or mark your question answered, if my reply helps you

How to: Create a master form that auto-fills data into other pdf forms?

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How to genetare reports(ssrs) with form library's data in sharepoint 2010

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Hi,
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http://sharepoint.stackexchange.com/questions/28825/how-to-query-a-form-library-in-sharepoint-2010
http://sharepoint.stackexchange.com/questions/38492/reporting-against-a-form-library
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Forum Support
Please remember to mark the replies as answers if they help and unmark them if they provide no help. If you have feedback for TechNet Subscriber Support, contact
[email protected]
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How to copy Excel sheet data to SharePoint 2010 List?

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I've updated the example of using PowerShell to include a Person field (user field) and a choice field.
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Regards, Matthew
MCPD | MCITP
My Blog
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Dear All,
hen I run the project, I got this error
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EventReceiver1.cs
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Auto populate date field in form

Hi
I have been trying to get a field in a form to automatically populate with todays date. I have got a script which defines the default value for the field as: document.dform.currentdate.value=displayfirst+"/"+displaysecond+"/"+displaythird
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if (themonth<10)
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theday="0"+theday
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var displaysecond=theday
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JavaScript.is.not.Java.
This is a Java forum. You could look out for a JavaScript forum at JavaScript.com. I believe JavaRanch also has one.
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How to auto-populate dates in a calendar based on radio buttons?

Hi,
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if "First Day of Month.value" = "Saturday", "Sunday 5.value" = "30"
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Hello,
Which sharepoint edition you are using? I would prefer to customize your list form in infopath form then add new connection which will connect to your SQL. Later you can filter data based on cust ID. Here is the link to add connection in infopath:
http://office.microsoft.com/en-in/infopath-help/add-a-data-connection-to-a-microsoft-sql-server-database-HP010092823.aspx
If you want to do it via code then simple ADO.NET connector will help.
http://www.codeproject.com/Articles/33862/Connecting-to-Database-Using-Custom-Webpart-in-Sha
Hope it could help
Hemendra:Yesterday is just a memory,Tomorrow we may never see<br/> Please remember to mark the replies as answers if they help and unmark them if they provide no help

How to auto populate data values on Material Class in Classification?

Hi,
I created 10 characteristics and assigned them to a class (type 001 for Material). This class I added in Material Master under Classification.
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USER_EXIT or something?
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Aish T.T

Hello,
You can either use jquery/jaavscript or infopath form to achieve this. There is no default way to do this.
I would suggest jquery because you can put script in newform/editfor.aspx page using content editor webpart. Refer this link for jquery:
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http://social.technet.microsoft.com/Forums/en-US/ac47fe2a-ccb6-4f5b-b274-703aecc6cb0a/get-list-items-in-sharepoint-2010-by-using-jquery
http://www.robertkuzma.com/2010/08/read-list-items-using-sharepoint-web-services-and-jquery/
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http://paulgalvinsoldblog.wordpress.com/2009/06/13/quick-and-easy-use-jquery-to-set-a-text-field%E2%80%99s-value-on-a-sharepoint-form/
http://spservices.codeplex.com/discussions/468729
If you use infopath form, then you need to create two data connection to get data from both lists. Later you can set value in fields based on selection using rule. This can be possible without code.
Hope it could help
Hemendra:Yesterday is just a memory,Tomorrow we may never see
Please remember to mark the replies as answers if they help and unmark them if they provide no help

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Hi,
As a part of new requirement in my project I am supposd to work on SharePoint 2007. I have one List (BCExtract - Main list) with all data related to an Application (like ID, name, app manager RTO etc).
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Thanks....

Hello,
You can either use jquery/jaavscript or infopath form to achieve this. There is no default way to do this.
I would suggest jquery because you can put script in newform/editfor.aspx page using content editor webpart. Refer this link for jquery:
To get value from list:
http://social.technet.microsoft.com/Forums/en-US/ac47fe2a-ccb6-4f5b-b274-703aecc6cb0a/get-list-items-in-sharepoint-2010-by-using-jquery
http://www.robertkuzma.com/2010/08/read-list-items-using-sharepoint-web-services-and-jquery/
To set value in column:
http://paulgalvinsoldblog.wordpress.com/2009/06/13/quick-and-easy-use-jquery-to-set-a-text-field%E2%80%99s-value-on-a-sharepoint-form/
http://spservices.codeplex.com/discussions/468729
If you use infopath form, then you need to create two data connection to get data from both lists. Later you can set value in fields based on selection using rule. This can be possible without code.
Hope it could help
Hemendra:Yesterday is just a memory,Tomorrow we may never see
Please remember to mark the replies as answers if they help and unmark them if they provide no help

How to auto populate a column/SharePoint list with Current Date?

I have a SharePoint list and I created a column called ‘CurrDate’.
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Display the current date,
Auto populate all rows with the current date in the SharePoint list
Dynamically update with the current date
I first tried creating the column using the default SharePoint interface Date Time but it’s not doing any of the steps listed above:
I even tried entering =[Today] in the Calculated Value field.
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Always in need of help.

Hi ,
I understand that you want to add a column to a list to hold current date. Here is a workaround:
Add a single line of text column to the list. Name the list as Today.
Add a calculated column to the list. Use the [Today] as the formula. Set the calculated column to be Date and Time type.
Delete the Today column from the list.
Thanks,
Entan Ming
TechNet Subscriber Support in forum
If you have any feedback on our support, please [email protected]
Entan Ming
TechNet Community Support

LiveCycle ES2 - Auto Populate Date field when signed

Good afternoon,
I've got a signature field called "sgnPOC" and a date field called "sgnPOCDate" I'd like to have the date field filled in automatically when the sgnPOC is digitally signed.
I added the following to the postSign* event to sgnPOC.
FORM.Main.sgnPOCDate.rawValue = util.printd("mm/dd/yyyy", new Date());
and different variations including setting the date to yyyymmdd and like. It just won't auto populate. It passes the script check in the script editor.
any ideas?
Thank you.

Thank you,
I tried the following - to no success.
FORM.Main.sgnPOC::postSign - (JavaScript, client)
var myDate=date()
FORM.Main.sgnPOCDate.rawValue = Num2Date(myDate, "YYYY-MM-DD")
I also tried this
FORM.Main.sgnPOC::postSign - (JavaScript, client)
var myDate=date()
$.rawValue = Num2Date(myDate, "YYYY-MM-DD")
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I am trying to create a fax sheet that has a list of companies in a drop down menu. When a user selects a company, I want the phone field to auto-populate with the phone number. I am using Acrobat X. Any help would be greatly appreciated.
Thanks
Jeff

Hi George:
Sorry to bug you again but my combo box and the code are working great but my only problem is after I choose the company name from the combo box, I have to click my cursor into the phone number field for the phone number to auto-populate. Is there a way to avoid that happening and the number will just appear when I click the company name?
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InfoPath 2013 customized forms no longer working after linking Sharepoint 2010 list to MS Access 2013 database

Hello,
I am having trouble with my infopath form now that I have linked my Sharepoint list to an Access database.
Background: I created a simple SharePoint list and a few workflows to have users submit requests for changes to my organization's EMR system and have those requests be approved by the appropriate manager/department. I used
InfoPath to customize my form so that it would hide/show different portions depending on what the user selected. The form has 3 views: NewItem, EditItem, ViewItem.
Issue: The form and workflows were working great until I linked my SharePoint list to an access database so that I could run queries and reports using that information. Now when I click "Add New Item" on my Sharepoint site,
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not once it's published to the site) .
The only way that I've been able to input new data is using Datasheet view in SharePoint.
Is there a way to fix this issue? I really need to be able to have the customized forms for users to fill out the information since most users are not familiar enough with SharePoint to expect them to be able to use Datasheet view to submit their requests.
Again, I'm using InfoPath 2013, Access 2013 & SharePoint Server 2010
If the issue cannot be fixed, how can I disconnect or unlink my SharePoint list from the Access database because when I cliecked on "delete list" from inside Access, a warning popped up stating that it will also delete the list off of SharePoint
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often.
Any insight would be very helpful!!

Hi Bostic,
I tested the same scenario per your post in my environment, however the InfoPath form was not affected if I used the list as external data in Access database.
The issue may be due to the browser you used.
I recommend to verify the things below:
Change another browser to see how it works.
Add the site to the trusted zone and add to compatibility settings in Internet Explorer.
Test with a new list to narrow down the issue scope.
As a workaround, you can save the list as a template including content, and then create a new list based on this template.
Learn how to Save a SharePoint List Template:
http://www.fpweb.net/sharepoint-2010/tutorials/content/save-list-template/#
Best regards.
Thanks
Victoria Xia
TechNet Community Support

Create an InfoPath Form to Auto Populate Data in SharePoint 2010

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