InfoPath Dev

I haven't written any code in years, and I only started to learn back then. I would appreciate any help you could offer.

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 Thanks for providing a screenshot of the XML format.  That's very helpful.

Placing a default value on the state field might be the way to go.  Try setting its default value to this formula:

xdXDocument:GetDOM("Secondary data source name")/Row[SysPrin = substring(xdXDocument-get-DOM()/path to account name in main data source, 1, 5)]/State

Your Code Suggestion

Code Suggestion w/ data inserted

 My mistake.  That should be a colon before get-DOM(), not a hyphen:

xdXDocument:get-DOM()

But I'm dubious about the rest of that path.  You need the to use the full path to the my:account node, e.g. my:myFields/yaddah yaddah/my:account, paying close attention to capitalization.

xdXDocument:GetDOM("Systems by SysPrin")/Root/Row[SysPrin = substring("8XXXXXXXXXXXXX", 1, 8)]/State

This line of code works. however, i cannot get it to take the data from the account field.

Path i used to point the the account text box:

/my:CoachingOp/my:SetArea/my:account

Is there a certian type of data it has to be (double, string, interger)?

 It seems you have edited your post, but in a previous version of your post I saw that you had the path in quotation marks (i.e. "/my:CoachingOp/my:SetArea/my:account").  It should not be in quotation marks.

I'm 95% sure it's a problem with your path to the my:account field.  Could you post a screenshot of your main data source layout (from the taskpane)?

im pretty sure you are right about that

 That's not your main data source.  Could you change the dropdown there to show me the data source that includes my:account?

But that would have made sense? why would i have done that?

Sorry, skipped the morning coffie earlier

 Thank you.  Yes, it looks like my:CoachingOp/my:SetArea/my:account is probably the right path.  Did you try putting it all together with get-DOM() and everything?

xdXDocument:GetDOM("Systems By SysPrin")/Row[SysPrin = substring(xdXDocument-get-DOM()/my:CoachingOp/my:SetArea/my:account, 1, 8)]/State

 my: might not be the correct namespace if you're basing the form off of a pre-made schema.   If the above doesn't work, you can right-click account in the taskpane and pick Copy XPath to find the XPath that InfoPath is expecting.

If im looking for the sibling of a note, wouldnt the syntax look more like this:

xdXDocument:GetDOM("Systems By SysPrin")/Root/Row[SysPrin = substring(xdXDocument:get-DOM()/my:CoachingOp/my:SetArea/my:account, 1, 8)]/following-sibling::Systems//Root/Row/State

 No, I don't think that would be right.  That would be make some sense if Row had a sibling called Systems, but I don't see a node called Systems anywhere in your data source.  At the point where your red text starts, the XPath is positioned at a Row node assuming the filter found something.  And the desired State node is right under the Row node.  Are you still getting that error you mentioned?  That seems strange because you said that this one worked, albeit without the full functionality you want of course:

 xdXDocument:GetDOM("Systems by SysPrin")/Root/Row[SysPrin = substring("8XXXXXXXXXXXXX", 1, 8)]/State

 Is it perhaps that your XML data source is not set to "query when the form is opened"?

It is set to query when the form is opened, i reloaded it to doublecheck

and i should have noted that i changed the name of the XML doc to "System" from "Systems by sys prin" to make it easier for me to test my code

correct me if im wrong, but if it displays the State when i enter in the account number manualy,  but not when the users enter it in the my:account field, wouldnt that mean that the XML doc is loaded fine because it displayed the State in the first place, and the problem was with the path to the my:account field?