InfoPath Dev

Hello, I am trying to set a field's value in a dropdown list based on the type of request. If the request is a Commercial type, I want the Deployment Planner to automatically be Commercial Planner. I set rule that if Type of Request = Commercial, then Dep Planner = "Commercial Planner" Nothing appears when I click on Preview and test it though. I have attached the .xsn file. Can this type of rule not work with drop down lists? Please let me know what I am doing wrong. Thanks

You have different display and value options for your dropdown. Your rule instead needs to set to the value when Commercial Planner is selected - COMMInventory@xxxxxx.com (removed domain so no-one gets spammed).

Oh, I should add - you'll also likely need a rule on the repeating table so that this gets set when a user inserts additional rules after making their commercial / residential selection. And the rule on the deployment planner field itself needs to be tested carefully - you want to make sure that when you re-set the value of a field with a rule on the field itself you don't accidentally cause a loop. :)

Ah, now I feel like a right dim wit. I added the rule to both the DiscType field and the DepPlanner field. If DiscType=Commercial, then set field value DepPlanner=COMMInventory@xxx.com That works! Now, when I add another row to the table, the rule is not working or looping...it defaults back to select one... Is there a rule that will make it repeat throughout the table?

I think you should just add the same rule to the repeating group. Select the repeating table in the form and in the rules pane, you can add a rule that will fire when a new row is added. That rule will affect any new row, and only that row. Give it a try, and attach your latest template if you need a hand, ok?

Hilary, you truly are the miracle worker. I added the rule to the table and it is working like a charm. THANKS SO VERY MUCH!!!

Wonderful, glad you have it working. I used InfoPath for ages before I realized I could add a rule to a repeating node. :)