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Limitations when filtering InfoPath Form Web Parts

已答复 Limitations when filtering InfoPath Form Web Parts

  • Saturday, May 05, 2012 12:45 AM
     
     
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    I'm working on a SharePoint 2010 Enterprise solution in which I've created a Web Part Page that connects multiple Web Parts. 

    Here's the Scenario:

    Organizations list: details about companies
    Contacts list: OOB contacts list with an added lookup column called Organizations pulling from the Name field of the Organizations list
    Leads list: Custom list to track customer interaction including a  lookup column called Organizations pulling from the Name field of the Organizations list

    Forms for all of these lists have been modified using InfoPath.

    The Web Part Page is displaying a list of names from an Organizations list.  I'm using this WP to filter content viewed in connected InfoPath Form Web Parts and List View Web Parts. I can successfully filter by organization to show specific contacts, the organization's details from the Organizations list OR pertinent info from the Leads list. I am not able to successfully connect to more than two Web Parts at a time.  Does anyone know if this a hard limit when working with InfoPath Form Web Parts?

    Also, when I try to display a "Notes" field which is a multiple line text box (repeating sections in InfoPath) from the Leads list, the Web Part connection picks up the first organization selected then keeps that selection in the InfoPath Form Web Part regardless of what organization I select next.  Anyone seen this before?

    I'm stumped...  Thanks for any help you can offer!

    Chris

     

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  • Monday, May 07, 2012 9:39 AM
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    Hi ,

    There isn’t that kind of  hard limit when creating connections to an InfoPath form web part .But you need to create parameters to be used in connections for the InfoPath form .When creating multiple connections for different parameters ,you need to create the connection in SharePoint Designer .

    As far as I know ,the InfoPath form web part is been used to display a new item form .How to you  customize your web part ?Can you provide more information about the web parts and the data connection between them so that we can do more research .May be with a screenshot .

    For more information about InfoPath form web part ,please refer to this site:

    SharePoint 2010 InfoPath form web part: http://www.bizsupportonline.com/infopathanswers/sharepoint-2010-infopath-form-web-part.htm

    Thanks

    Entan Ming

    TechNet Community Support

     
  • Tuesday, May 08, 2012 8:42 AM
     
     
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    Thank you, Entan. 

    Customizations have only been done through InfoPath and through the browser.  I've created custom views using InfoPath to display only the information I want to see on the Web Part Page.  Web Part Connections have been done through the browser.  

    In the screen shot below, the Organizations Web Part is passing a filter value using the Name field of the Organization WP and the Organization field of the Leads list Web Part.  (This is working fine.)  The Leads Notes Web Part is an InfoPath Form Web Part with a Web Part connection to "Get Form From" the Leads List Web Part.  The Web Part connection picks up the first organization selected then keeps that selection in the InfoPath Form Web Part regardless of what organization I select next.

    Screen shot of connected Web Parts

    Thank you for your input!

    Chris

     
  • Wednesday, May 09, 2012 2:01 AM
     
     
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    I found this lab which describes the basic steps I took and that I did the process correctly.  Wish I could figure out why only the first selection is working....

    http://msdn.microsoft.com/en-us/library/gg293116.aspx

     
  • Wednesday, May 09, 2012 2:27 AM
     
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    This is an honest to goodness "OMG" - the error was between the chair and the keyboard.  You have to explicitly select the filter for each part.  It was working all along, I just wasn't selecting the second filter.  The screen shot below shows what I missed: