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.
After some more research, I am thinking about possibly taking this a different direction and using lookup fields. One thing I would like to do though is change the primary lookup field “Account” to a text box rather than a drop-down. I have done a horrendous amount of research on this and I cant seem to find an actual solution for this. This way, I can simply type in an account number into the NewForm, press “Save” and all of the other info (Customer, Contact Person/Email, etc.) would auto-populate on the list. I can achieve this right now, it’s just that on the NewForm, “Account” is a drop-down that shows all of the account numbers rather than a text box to type in the account numbers. If someone used a drop-down and had 100+ account numbers, you can see how that would be a pain to deal with. Any ideas how to change the primary lookup field “Account” to a text box rather than a drop-down?