Hello,
This seems like it should be easy to setup but I can't seem to produce a working formula. I am using InfoPath 2007.
The Data Table:
I have a repeating table that contains rates for benefits and/or services. Column 1 contains a service code, column 2 contains identifies the invoice column to rates should be applied to and the remaining columns contain the rates as they apply to membership (i.e. Employee only, Employee and spouse, Family ect.)
The list:
Within the same form I want to create a second repeating table that will use the first table to generate billing adjustments. This table will include the suscribers name, adjustment month, membership status and summed rates. I can get the rates for a field to sum by invoice column fine but I can only get the calc to work by membership by setting up a rule for each membership status statically. Each membership status is a column in the first table (or rather a field in group 1). In the second table the membership status is selected from a list box. What I would like the formula to do is filter the first table by the invoice column (so far this piece is working) then use the membership status list box in the second table to identify the corresponding column (field) in the first table to sum the rates.
Summary:
I can't seem to figure out to set the formula to recognize - if field in group 1 = membership status in group 2 then sum. Is this evem possible?
Thanks in advance for any advice on this.