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Thursday, May 5, 2011

Drop Down Filters in Sharepoint 2010

 To customize list item forms in SharePoint 2010 using InfoPath. The ability to filter drop down list choices based on a previous selection in the form.

This Video shows how to customize the new item form in InfoPath, wire up drop down choice lists to information in a SharePoint list and filter and have the choices in one drop down filter the choices in the next.

The facilities department is responsible for equipment in offices, manufacturing and retail sales locations in thirty or more buildings located in about a dozen cities in three states.
 This solution gives users the choice of picking directly from the entire list of buildings or filtering first by state and city (see screenshot above).

The video below will walk you through the entire process from creating a custom list, adding a lookup column that pulls back multiple columns of meta data, customizing the list item form in InfoPath and wiring up the optional cascading filtered drop down choice fields

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