Auto-fill InfoPath fields with Excel data in SharePoint 2013

In this InfoPath video you'll see how you can retrieve data that is stored in an Excel workbook that is located in a SharePoint document library to fill a drop-down list box on an InfoPath browser form with data.

In recipe 109 of InfoPath 2013 Cookbook 2, you'll learn how to dynamically auto-populate fields on an InfoPath form with data from an Excel workbook that is stored in a SharePoint document library in SharePoint 2013.

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InfoPath demo video transcript:

Here I'm in SharePoint 2013, where I've got this OfficeApplications Excel workbook that contains the names and colors of Office applications. The basic idea is that I would like to retrieve this data from the Excel workbook and display it on an InfoPath form.

I've already published an InfoPath form template to this SharePoint form library, so if I click new document to add a new form, you'll see that the drop-down list box will be empty. First I have to click this Get Office Applications button to retrieve the list of Office applications names and populate the drop-down list box with them. Then I can go ahead and select an item, then its color will be retrieved and displayed in this text box. I can select InfoPath and you'll see that Purple will be retrieved.

The beauty of this solution is that you can change the Excel workbook, the data in it, without having to update the InfoPath form template and republish it. So I'll go ahead and change Access and make it Yellow. And then I'll save the Excel workbook back to SharePoint. Once it has been saved, I'll go back to my form, and then select Access again, and then we should see Yellow appear instead of Red. And we do.


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