InfoPath Dev

Hello,

I have a form in which I calculate an estimated budget based on some assumptions.  Beneath this I have actual budget, but I would like to prepopulate this field with the estimate budget as a default.  I am able to do this by referencing the @Est3rdPartyBudget field within default of the Actual 3rd Party Budget field and then use 'Update this value when the result of the formula is recalculated.'

But here's my issue, when the Actual 3rd Party Budget is determine I want to be able to override the default Estimate Budget and then submit this to the Access dbase.  This also works;however, when I requery the record the Actual 3rd Party Budget is defaulting to the Est3rdPartyBudget because the 'Update this value when the result of the formula is recalculated.' is enabled.  If I disable this it returns the correct value from the Access dbase but then new records default to what's in the dbase...0.  

OK, so I do have retain the ability to show my desired default of Est3rdPartyBudget in the Actual 3rd Party budget field without enabling 'Update this value when the result of the formula is recalculated.'?  I should also so mention that everything under the estimate section is calculated on the fly when the record is looked up within InfoPath 2003.  On the Access dbase side of things these are defaulting to 0, unless the record is submiited to Access 2003, thanks. 

 

Use rules instead of default values then.

There is a option of adding rules when the form open. Tools-->FormOptions-->OpenAndSave Any rule that you put in there will be calculated everytime, you open the form. Even when you open the saved forms as well. So the rule you are using to calculate the field, use the same rule here as well. Hope it helps.

Well, it only calculates when you tell it to.  Form Load rules should have conditions telling them what to do and when.

Yes, I've tried using rules and it doesn't seem to work.  Perhaps you could be a bit more specific...sorry to be so thick.  Here's what I've done:

1. Opened properties for the field @ActualThirdPartyBudget
2. Clicked on Rules then Add
3. Set Condition to None-This rules always applies (I've also tried to use when ActualThirdPartyBudget=0...and a few others)
4. Clicked on Add Action and selected Set a field's value
5. Selected the Field as ActualThirdPartyBudget which is displayed as .
6. Selected the Value by inserting a field named @Product_Estimated_Sell_Amt (this is just to test this is working, my plan would be to replace this with a formula that is based on this field and this field has a value from Access 2003 tbl)

When I query a record @Product_Estimated_Sell_Amt shows a value of $350,000.00 but @ActualThirdPartyBudget field reflects 0.  Not sure why this doesn't work...thanks for the assistance.

 

 

 

 Try putting the rule on the @Product_Estimated_Sell_Amt. For example,

Condition: When  @Product_Estimated_Sell_Amt > 0

Action: Set fields value: @ActualThirdPartyBudget = @Product_Estimated_Sell_Amt

This way the  field @ActualThirdPartyBudget will always change as long as the @Product_Estimated_Sell_Amt value is more than 0.

What I have found is that if you put the rule on the field you want to change, even if it is set to run all the time, it doesn't fire. It needs an event for the rule to fire.

Hope this helps. Let us know.

Probably because you set the rule on itself.  Rules fire when something changes on the field where you applied it.  To set a vlue on 3rdPartyBudget, you'd need to put the rule on the dropdown field that is being selected that would then fire the data into this field.  That's probably the only thing you're missing...

If the event is not based on another field, then put it in the Form Load rules.  We already mentioned doing it at Tools > Form Options > Open and Save, so I thought you knew to put this rule there.

That did the trick!  Thanks