<Sharepoint 2010> Infopath form link to sharepoint list with specific view where filter is user = me

0
votes

I have a list with the following columns:

Field: User, Family, Entity, Approved, Comments

Value: John, trade, swap, (blank), (blank)

Value: Amy, trade, bond, (blank), (blank)

This list is filtered under user = [Me] in view settings. The user is based off of a permissions group in Sharepoint called User.

I added this list to a webpart enabled page and keep it hidden.

I also created an infopath form that shows the fields and value for Family, Entity, Approved, and Comments.

So far so good. Now, I add the Infopath form via form webpart on the webpart enabled page alongside the list with filter user =[Me] (in view settings).

This is where the problem starts. I need the form to retrieve values from the hidden list specific to the user who opens the page (hence the user=me in list view).

So for ex: If my name is John, when the webpart enabled page opens, the list is hidden and I see the form populate with Family=trade, entity=swap. I can then update the values for Approved and Comments, and it updates the hidden list.

I was able to use connections in the webpart dropdown and select get form from but it displays all of the values for every user. I am able to see Amy's updates and Amy can see my updates, even though under list view, the filter user = me is set.

What is the best way to connect an Infopath form to the list on a webpart page so a user can only see their row data and make updates to that data only? A code free solution is much appreciated if possible.

Thanks

1
formslistsharepointsharepoint-2010

1 Answers

0
votes

This is best done with a data connection to your SharePoint list.

  1. Create a data connection to receive data from the desired list.
  2. Add the desired amount of fields to your infopath form
  3. Add a rule to the form load event to set each field.
    • Within each rule, set the field to the equivalent field from your data connection.
    • And add a filter so that the user column from your data connection is equal to the current user of the form.

I left out a few details, but this is the basic process. Let me know if you need a more detailed walk through.