About filtering data on a form

Microsoft Office InfoPath 2003

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About filtering data on a form

By using list box controls with repeating tables or repeating sections, you can create filters that allow users to show or hide data on their form. These filters display only the rows or sections that meet specific conditions. Users typically apply a filter by selecting entries in another control. For example, if you are designing a form that allows users to work with customer data in a repeating table, you can include a list box that allows them to filter customers by city.

When users move their mouse pointer over a filtered row or section on their forms, a filter icon Icon image appears on the shortcut menu button next to each row or section. This icon indicates that a filter has been applied. Users can click the shortcut menu button to see options for inserting or removing rows or sections, and also for refreshing the filtered data, if necessary. If you don't want users to see this icon, clear the Show filter icon to indicate filtered items check box in the properties dialog box for the repeating table or repeating section.

You can also use a filter to create cascading list boxes. In this scenario, a selection in the first list directly affects what appears in the second list. For example, you can create a Manager list and an Employee list on a form. When a user clicks a name in the Manager list, the Employee list displays only those employees who report to that manager.

Note  The information in this topic may not apply if you are working with a form designed using Microsoft Office InfoPath 2003 without the service pack installed. Learn more