Insert a drop-down list box InfoPath 2007

Author: mety Labels::



You can use a drop-down list box in a Microsoft Office InfoPath form template to present a list of mutually exclusive choices to a user. The list is hidden until the user clicks the arrow to the right of the drop-down list.

Use a drop-down list box when you want to:

In the following illustration, users categorize expenses on an expense report form by selecting predefined values in an opened drop-down list box.
Item selected in open drop-down list box
After you insert a drop-down list box on your form template, you must specify the values that you want to appear in it. Otherwise, users will see an empty list when they click the arrow next to the drop-down list box. In the Drop-Down List Box Properties dialog box, you can type the entries yourself or configure the drop-down list box to retrieve entries from a database or other data source.

Related controls

InfoPath includes controls that are similar to drop-down list boxes but that serve different purposes. To decide which of these controls works best on your form template, refer to the following list:
List box Like a drop-down list box, a list box enables users to select a value in a list. However, unlike a drop-down list box, a list box displays the entire list on the form. If space is not an issue on your form template, you might consider using a list box, which may make it easier for users to browse for and select items.
Combo box Like a drop-down list box, a combo box enables users to select a value in a list. The list is hidden until your users choose to display it. However, in a combo box, users can type their own value into the list in addition to choosing from the predefined values.
Multiple-selection list box If you want users to be able to choose more than one item in a list, you can use a multiple-selection list box instead of a drop-down list box. Multiple-selection list boxes take the form of two or more check boxes inside a scrollable list.
Option buttons Like a drop-down list box, a group of option buttons enables users to select from a list of mutually exclusive choices. However, with option buttons, users click a small circle to make a choice instead of clicking an item in a list box.

The user experience

Drop-down boxes are similar in appearance to combo boxes. If you manually type your own list items in the Drop-Down List Box Properties dialog box when you create the drop-down list box, InfoPath displays the text Select as the default entry in the list. This lets users know that they must make a selection from the drop-down list. If the list items come from values elsewhere in the form or from a secondary data source (secondary data source: An XML data file, database, or Web service that is used by a form for the entries in a list box or for script actions.), the Select text is omitted.
When users first open a form, the list items in a drop-down box are hidden. To select an item from the list, users click an arrow on the right side of the drop-down list box and then click the item that they want.

Insert a drop-down list box

The procedure for inserting a drop-down list box differs slightly depending on whether you are designing a new, blank form template or basing the design of your form template on a database or other external data source.
The following illustration shows how a drop-down list box looks when it is selected in design mode.
Drop-down list box selected in design mode
Controls can be bound or unbound. When a control is bound, it is connected to a field or group in the data source so that data entered into the control is saved in the underlying form (.xml) file. When a control is unbound, it is not connected to a field or group, and data entered into the control is not saved. When you select or move your pointer over a control, text and a binding icon appear in the upper-right corner of the control. The text indicates the group or field to which the control is bound in the data source. The icon indicates whether the control is correctly bound to that group or field. When the binding is correct, a green icon appears. If there's something wrong with the binding, you'll see a blue or red icon instead.
The data source for the form template consists of fields and groups that appear in a hierarchical view in the Data Source task pane. Drop-down list boxes are always bound to fields. In the following example, the Category drop-down list box on the form template is bound to the category field in the Data Source task pane.
Relationship between drop-down list box on form template and corresponding field in data source
When you design a new, blank form template, the Automatically create data source check box in the Controls task pane is selected by default. This enables InfoPath to automatically create fields and groups in the data source as you add controls to the form template. These fields and groups are represented by folder and file icons in the Data Source task pane.
If you base the design of your form template on an existing Extensible Markup Language (XML) file, database, or Web service, InfoPath derives the fields and groups in the Data Source task pane from that existing data source.

Insert a drop-down list box

  1. On the form template, place the cursor where you want to insert the control.
  2. If the Controls task pane is not visible, click More Controls on the Insert menu, or press ALT+I, C.
  3. In the Controls task pane, do one of the following:
    • To automatically create a field in the data source that is bound to the list box, select the Automatically create data source check box.
    • To bind the list box to an existing field, clear the Automatically create data source check box.
      Note If the check box is unavailable, the data source is locked. For example, if you base the design of your form template on an XML Schema, you may not be able to add new fields or groups to the data source in InfoPath. This restriction helps to prevent you from inadvertently making changes to the schema that may render it invalid.
  4. Under Insert controls, click Drop-Down List Box.
  5. If you cleared the Automatically create data source check box in step 3, select a field in the Drop-Down List Box Binding dialog box to which you want to bind the list box.
  6. To add a label to the control, type text above or to the left of the control, followed by a colon (:).
  7. To specify the values that you want to use as the entries in the list, double-click the drop-down list box.
  8. Click the Data tab.
  9. Do one of the following to populate the list box:
    This option is useful when you have a predetermined, limited set of values, and you don't expect those values to change in the future. If the values do happen to change, you must publish an updated version of your form template so that users can see and use the latest list entries.
    1. Click Add.
    2. In the Value box, type the text that you want to store if a user selects this entry.
    3. In the Display name box, type the text that you want to display for this entry, and then click OK.
    4. Repeat steps 1 through 3 for each entry that you want to add to the list box.
    5. To test your changes, click Preview on the Standard toolbar, or press CTRL+SHIFT+B.
    This option is useful when you want the values in your list to change, depending on other values that the users enter into their form.
    1. Under List box entries, click Look up values in the form's data source.
      The entries in the list box must be associated with a particular repeating group or repeating field on your form template.
    2. Click Select XPath Button image next to the Entries box, and then in the Select a Field or Group dialog box, click the repeating field or repeating group that contains the fields that will provide the values for the list box, and then click OK.
    3. Click Select XPath Button image next to the Value box, click the field that contains the possible values for the items in the list box, and then click OK. One of these values will be saved in the underlying XML when a user clicks an item in the list box.
    4. Click Select XPath Button image next to the Display name box, click the field that contains the values that are displayed in the list box, and then click OK.
      Tip To prevent display name values from appearing multiple times in the list box, select the Show only entries with unique display names check box.
    This option is useful when you want the values in a list box to be up-to-date or refreshed regularly. The values are typically stored in a database or other external data source and are retrieved every time the form is opened.
    1. Click Look up values from an external data source.
    2. Do one of the following:
      • If you already added a data connection, click it in the Data Connection box.
      • To add a new data connection, click Add, and then follow the instructions in the Data Connection Wizard.
        The entries in the list box must be associated with a particular repeating field or repeating group.
    3. Click Select XPath Button image next to the Entries box, and then in the Select a Field or Group dialog box, click the group or field that contains the fields that will provide the values for the list box, and then click OK.
    4. Click Select XPath Button image next to the Value box, click the field that contains the possible values for the items in the list box, and then click OK. One of these values will be saved in the underlying XML when a user clicks an item in the list box.
    5. Click Select XPath Button image next to the Display name box, click the field that contains the values that are displayed in the list box, and then click OK.
      Tip To prevent display name values from appearing multiple times in the list box, select the Show only entries with unique display names check box.

Layout tips

Use the following tips to help you refine the appearance, size, and other aspects of a drop-down list box:
  • Consider widening the drop-down list box so that it is a few spaces larger than the average width of the items in the list. That way, the list items aren't partially hidden.
  • To change the width of several drop-down list boxes at once, select the drop-down list boxes whose size you want to change, press ALT+ENTER, click the Size tab, and then in the Width box, type a new number.
  • To change the background color for several drop-down list boxes at once, select the drop-down list boxes that you want to change. On the Format menu, click Borders and Shading, and then make the necessary adjustments on the Shading tab.
  • To customize the font that appears in a drop-down list box, use the Font and Font Size boxes on the Formatting toolbar. To change the font and font size for all of the drop-down list boxes on your form template at once, click the drop-down list box that contains the formatting that you want, and then on the Format menu, click Apply Font to All Drop-Down List Box Controls.
  • If you want to adjust the spacing between a drop-down list box and the objects that surround it on the form template, you can adjust the margin settings in the Drop-Down List Box Properties dialog box (Size tab). Using margins to increase the spacing offers a finer degree of control than using paragraph breaks to increase the spacing.

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