I have a form (NewForm.aspx) that I would like to have fields auto-populate based on a “single line of text” filed information.
To further explain, I want to be able to enter an account number into my “Account Number” single line of text filed, and upon doing that, the other fields (Customer and Contact Person)will auto populate with the Customer Name (which is the name of the business) and the contact person (which will contain either a persons name, or email address).
For example:
I go to my list and press “New Item”, which then displays the NewForm.aspx to fill out.
I want to be able to type in an account number, lets say 44656723, into the “Account Number” field
After doing that the Customer field auto-populates with, for example, “Microsoft” and the Contact Person field also auto-populates with “Bill Gates” or “BigDawgBillGates@microsoft.com”.
The info (name or email) being auto-populated into the “Contact Person” field will be based on what we have on file from where this data needs to be pulled from. I’m guessing it’ll be another list or something.
Hi, Wayne.
You may want to check if Mark Rackley’s Lookup fields blog post will work for you. Check out the YouTube video on his page.
https://info.paitgroup.com/blog/set-lookup-fields-in-edit-forms-for-large-lists-in-sharepoint
Also, you may want to try if PowerApps can achieve your requirement if you’re already using Office 365, or use a 3rd party tool that can create advanced forms. Good luck!