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).
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.
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:
- Create a rule with condition Select Project is not blank
- 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)
Currently this is not populating the field when the project is selected in the drop down, any assistance would be greatly appreciated.