which checkbox? where?
In Data connection wizard to a list there are options:
- Store a copy of the data in the form template checkbox
When a query occurs while working with the form in Infopath, the returned data is stored locally for use in Offline Mode.
Infopath can connect to this data source and store the results in the form template for offline use. This will enable users to access the data if they are working with the form for the first time and there is no previously stored available
Offline data is accessible to all users who fill out this form. This option should not be selected if the data source contains sebsitive information
- Enter a name for this connection:
checkbox Automatically retrieve data when the form is opened
Note: tour form will open more quickly if you delay data queries until the data is needed. To do this, create a ruleto query data when a button is clicked or when the value of a field changes
So, you should have selected the former and unchecked the latter checkbox with following rules creation
What is the rule?
Can you attach your template with your post? It is through Options tab