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So happy I could help, and I'm glad you have it working the way you need it to! Congrats!
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This is a setting in the data connection. Walk through the data connection again, and on the last (or next to the last, I forget which) there is a checkbox indicating if the query should run when the form opens - deselect that. Then in your rules, set the query field & execute the query to get back just the stuff you want. :)
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Great job! I always seem to figure stuff out right after I type it up asking for help. :)
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Hi - You'll need InfoPath Designer on your computer, hopefully you have it installed? Right click manifest.xsf and select "Design". This opens your form in design mode in InfoPath. File > Save As to pack all those files back up into an XSN. :)
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Thanks for adding the solution for others! :)
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Save the attached file locally, right click the saved file and select Design. Then you can preview and check it out. I've use an XML file for data so you can see what I mean, and added some instructions about what will be different for your actual form.
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I'll get a sample put together - but I don't understand this additional question at all - can you attach a screenshot or something that might help me? You can attach files under the options tab.
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Hey, Shaun! Sorry I missed your earlier posts. The default data method will work with a list. The big issue with this approach is you need to include by default enough rows in your main DS to hold all the data you might be pulling from your list. If you check out the Qdabra YouTube channel, we may have some webinars on this. ...
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You can create a query connection to a SharePoint Library (a library is actually a type of list!). You will have trouble matching on just last names - but you could query for all last names, show the secondary data on the form, and have a button in each row the user could click to populate the main form - I could dummy up a sample if that would ...