Hi Hilary
I can't seem to get this to work for my text fields using a button.
I have it working for choice fields as per the blog above and it works fine but not sure what I'm doing wrong
I have list A which is a master list of contacts (name, phone, email) per customer reference number,
In List B the users upload the customer details including the customer reference into SharePoint from excel and then I want to see if that new case has contacts already stored in List A, if so then just populate the contact fields in List B with those details (name, phone, email).
So I dont think I can do this automatically as the upload is done in SharePoint directly, so on the InfoPath form then they could just hit a button to pull in the data because at that stage the customer reference exists?
In text fields you don't have the same options as choice fields to set values so assume you have to do all the actions in the button?
So what are the actions - when button pressed Query List A for data, then set filed value Contact Name field to List A Contact name where List A Customer Ref = List B Customer Ref
What am I missing?!
Thanks as always