I have a sales agent/product matrix controlling whether a sales agent can access a product. The cell values of the matrix changes over time such that a sales agent can access more or less products. Products can be added or deleted and so are sales agents. Each product has its own set of data (number of fields, data type and structure are different product to product).
Can I design a form template to make use of the matrix to show only the relevant product(s) and its data when a sales agent is selected in the form? The matrix is maintained separately by a sales administrator (not part of the form). The idea is that the form template should be designed once with extensibility to handle changes in the matrix. That is, no additional design work is required when the sales administrator changes the matrix values or add/delete column/rows in the matrix.
I am thinking of using a template part to hold/present data of a product. Can template parts be inserted into a form template dynamically? Can a form template/template part be referenced from a form template? If not, is there a way I can add (or reference) a new block of data without having to re-design the form template again?
I am new to InfoPath and wonder how much of what I want to do can be done using InfoPath. What are the options? I appreciate very much comments and suggestions from the InfoPath community. Thank you in advance.