Hi Jacqui1811 - good to see you again!
Please watch the Youtube webinar I did last Thursday for three techniques on how to do this. http://www.youtube.com/watch?v=fVK-PDmcqRU&feature=share&list=PL581899A129522F53
Next week I'll continue this topic with information on how to copy data from the source form. Although I did show one simple technique (using rule-actions to set values) in the samples from demos 2 and 3 from last Thursday's webinar. Email me for the samples if you are interested.
I just responded to MFre89 regarding next week's webinar topic and gave a quick preview. Take a look at that post here: http://www.infopathdev.com/forums/p/26294/91358.aspx#91358
Let me know if you cannot reach enlightenment quickly. I can provide another Qdabra chant to help set the stage....