Make a new infopath form check data from another SP list and display on the new form

Question

Good Morning Team,

I am building a new InfoPath form for a new SP list, and what I want to do is that when filling in the new form and enter the account name, that the new form checks that account name data from another SharePoint list and display that information found on the other SP list into the new form.

I was thinking to at least put a button next to the account team field. So people filling in the new form can click the button for the data query to be checked and if any information is found to show it in the new form somewhere, for the requestor to validate.

Is this possible? Can someone guide me to do it?

Regards,

Erick

Answer 1

It can be done in InfoPath with Out of box solutions. I will try to elaborate the steps in details, please let me know if you have any question.

I made a simple demo in my end, the list name is called Product list. And in the form I will try to get needed information of the corresponding Ori Price and Exchange Rate.

Product list:

My form:

In my demo, I will try to use the title field to check the product list and get information.

1. Create a data connection to get information. Remember to check on the required fields.

1. Create a button for clicking
2. Add rules for setting the field values.

Here is what we get:

Answer 2

Thank you so much! Exactly what I was searching for, this solution works for me to avoid submitting duplicate value in a list.