InfoPath Dev

What about these rules on the use default sales org values selection? I see the rules are using "contains" - but it looks like if I have the sales org, I can get the values from the CMD_Pulldown data source. Does the sales org in that data source match the name of the selected sales org? Or do we have to use contains here?

You have been a great help, thank you so much.  :) I brought in the Default-Values SP list I created as a secondary connection, and am attempting to modify the Set Currency rule XPath you left as an example, but it is only bringing in the same value for Payment Terms (Payment1 in the form) for all Sales Orgs.  Is it clear to you what I ...

The reality of the situation is that many of these fields are country driven, since there is a many to one relationship between Country and Sales Org, as you can see by the screenshot displaying so many Puerto Rico Sales Orgs for Latin American countries.  To answer your question, after conferring with another team member, I modified ...

I grabbed the XPath from Edoc-Delivery_Notes in Default-Values, and it looks like this: /dfs:myFields/dfs:dataFields/d:SharePointListItem_RW/d:Edoc_x002d_Delivery_Notes So, missing the "_x002d_" that you had appended to the end?  (I didn't realize that underscores were acceptable but that hyphens would be replaced ...

Hey Hilary, "See attached. I've made a guess at the correct filter for setting the edoc notes from the default values."  Excellent work, thank you so much.  Using this formula, I managed to populate all 20 fields - even the 16 Edoc fields off of the check box.  :) "I added your default data source at the bottom ...

You need to filter on both, I think, looking at your data. You could probably set the country query field in your new list data connection and query that when the user changes the country, in order to only return data pertinent to that country. Then in your XPath for your rules to set field values you could add the Sales Org filter.

See attached. I've made a guess at the correct filter for setting the edoc notes from the default values. I added your default data source at the bottom of the form - is the Country there text or an ID? I'm guessing it is text.... I put the value of your Country4 field under the dropdown so you can see it - it is going to be an ID. If you ...

Sorry for the confusion - I originally was getting values from Default-Values based on Sales Org for those four fields (Payment Terms, Inco Terms, etc.), but now everything (those 4 fields, as well as the 16 Edoc fields) needs to be from Country instead. "Are you saying you need to get a value from Default-Values where the country matches ...

So - just to make sure I understand what you are trying to do - you need to get values from Default Values based on Country and Sales Org? I'm sorry, I'm just super confused at this point about the data relationships. Are you saying you need to get a value from Default-Values where the country matches the country selected in the form or ...

My error - didn't realize there were multiple fields that include Edoc Delivery Notes - I grabbed the XPath from the one with "Email" in the name. This formula resolves without errors: xdXDocument:GetDOM("Default-Values")/dfs:myFields/dfs:dataFields/d:SharePointListItem_RW/d:Edoc_x002d_Delivery_Notes[../d:Sales_Org = ...