InfoPath Dev

I think you'll have to find a way to get me the template, I'm afraid. When you have the template in design mode, can you navigate to File > Save As to save a copy? And then attach the saved file to a reply?

 Here's a copy of your form with a couple of changes. Save the linked file locally, then right click and select Design - from there you can preview / publish. You may find that the change I made on your "Query Data" button doesn't work in Preview, but does when the form is published. That's because it is setting the ...

So this is a default value in a field in the main data source in the form? I'd guess this might work: count(xdXDocument:GetDOM("RDT List Count Status")/dfs:myFields/dfs:dataFields/d:SharePointListItem_RW/d:Area[. = current()/../my:Title and ../d:Status = "In Service"])

The thing is - trying this out is low stakes. It is pretty quick to create a template from a list, and then create a new list from that template. Or create a site template and create a new site from that template. It shouldn't hurt your original list / lists / site to do this, and gives you a place to experiment a bit.

If you create a template from the list, and then create a new list on the same site, I think it will use the same data connections / look ups.

In the formula editor, can you check the Edit XPath option and paste the XPath into a reply?

I think if you save the current list as template and create a new list from it, you'll be ok. If you are talking about changes to the lists you are using for lookups, of course - those will impact your current form as well.... You may want to consider creating a template with content from the site to give yourself a safe play to try changes ...

Sure - check the submit options to make sure the form isn't set to close on submit....

I think I'd try changing the Source param again - that only works if you are providing a link to the user tho, instead of them using the "new" button from the library. What have you tried for the Source param that hasn't worked?

I looked about but couldn't find this. You can customize the ribbon and add work offline, however, if that specific menu option is useful to you. That under the Options menu in most Office applications....