Each employee is required to do things for health insurance requirements. e.g. Get physical, take a health survey, attend wellness day etc.
We have an infopath form that has a nested SQL DB connected tables.
Table Employee
Table Requirements (this would be a repeating table)
The Employee is a single row in a database
The Requirements is a multiple row per employee tracking if they met all the requirements.
So when a new user creates a new form for their employee record, how can I have them click a button and pre-populate the Requirements repeating table with the current years Health Insurance Requirements. Once the data is displayed for the user, the can check fields to say they got their physical, completed the health Survey
---and hit Submit--- and have that data recorded to the Requirements table.
I do not want to set defaults on a repeating table as that is hard coded. I want to pull the data from either a DB table or a Sharepoint List.