Hoping you can help me out as I can't seem to find the exact answer on any site. I am currently using SharePoint 2010/Infopath 2010.
ISSUE: Not being able to do a column lookup (without a dropdown) that prepopulates other fields in the form.
BACKGROUND: I have one list called VISITOR LOG that the user fills out a form entry and submits for approval. This list is visually on the page as an Infopath Form Webpart. Once submitted, certain column information is set into another list called VISITORS via a SharePoint Designer Workflow.
REQUIREMENT: Have the form displayed on the page so users can fill it out...the user would enter a SSN (we are dealing with the PII req.) and click a button to search in the VISITORS list for that visitor. Once found, then 8 other columns/fields in the form would be prepopulated with that information that was pulled form the VISITORS list. The user can then finish filling out the rest of the form that isn't populated from the VISITORS list and then submit for approval.
RESEARCH DONE: I have found information on doing a Lookup column. Which works great but I can't have a drop down there where everyone can see the SSN's. And I haven't found anything wrt Lookups that prepopulates other fields in a form that you can still make edits to. I have found where it prepops but only after submmitting the item. I have also found a great article on using data connections within your Infopath form. But that doesn't allow me to link two different lists. it only queries within the same list from what I have been able to see/do.
Please let me know if you have any questions on this. Looking for any links to articles, videos, etc.