https://www.infopathdev.com:443/forums/39.aspxNew to InfoPath? Search to see if your question has already been answered. If it has not, then ask it here or the appropriate topic forum.enCommunityServer 2007 SP3 (Build: 31118.962)https://www.infopathdev.com:443/forums/thread/59296.aspxFri, 24 Sep 2010 23:49:34 GMT033a2e2d-04e2-4a9d-be01-a4634161eefd:59296Ted Fitch0https://www.infopathdev.com:443/forums/thread/59296.aspxhttps://www.infopathdev.com:443/forums/commentrss.aspx?SectionID=39&PostID=59296<p>Hi and welcome to the InfoPath Dev forums.</p> <p>We have developed many solutions that sound very similiar to what you are trying to do.&nbsp; The key is that you want to make the form data driven, that is the system that has the master set of products sits outside of InfoPath (a SharePoint list, a database, etc) and is not hard coded or built into the form template.&nbsp;</p> <p>We would be happy to assist you on a consulting basis if you like, we do this for customers all the time.&nbsp; It might be very helpful to have us review your requirments and provide you with our recommendation before you get too deep in the form design.&nbsp; </p> <p>You can send me a private mesage via the forums or you can visit our <a href="http://www.qdabra.com/en/consulting.aspx">consulting</a> page for more information including conact information.</p> <p>Ted</p>https://www.infopathdev.com:443/forums/thread/59295.aspxFri, 24 Sep 2010 23:28:23 GMT033a2e2d-04e2-4a9d-be01-a4634161eefd:59295vaninfo0https://www.infopathdev.com:443/forums/thread/59295.aspxhttps://www.infopathdev.com:443/forums/commentrss.aspx?SectionID=39&PostID=59295<p>I have a sales agent/product matrix controlling whether a sales agent can access a product.&nbsp; The cell values of the matrix changes over time such that a sales agent can access more or less products. Products can be added or deleted and so are sales agents.&nbsp; Each product has its own set of data (number of fields, data type and structure are different product to product). <br /></p><p>Can I design a form template to make use of the matrix to show only the relevant product(s) and its data when a sales agent is selected in the form?&nbsp; The matrix is maintained separately by a sales administrator (not part of the form).&nbsp; The idea is that the form template should be designed once with extensibility to handle changes in the matrix.&nbsp; That is, no additional design work is required when the sales administrator changes the matrix values or add/delete column/rows in the matrix.&nbsp; <br /></p><p>I am thinking of using a template part to hold/present data of a product. Can template parts be inserted into a form template dynamically?&nbsp; Can a form template/template part be referenced from a form template?&nbsp; If not, is there a way I can add (or reference) a new block of data without having to re-design the form template again? <br /></p><p>I am new to InfoPath and wonder how much of what I want to do can be done using InfoPath.&nbsp; What are the options?&nbsp; I appreciate very much comments and suggestions from the InfoPath community.&nbsp;&nbsp; Thank you in advance.<br /></p>