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Is the form a SharePoint List form? If so, under the Data tab in the ribbon, find "refresh fields" and click on that....
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So you always need the most recent one? I think you are getting close with your XPath attempt - but the issue is your Max function uses a relative path to the modified field which is going to only compare to the current row.... This is just a guess, and my syntax may be wrong:
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So even without the default is the form slow to load? I'm guessing you are using this other list to provide values to your dropdown? Or is that not the case?
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I think you'll have to add a condition to your rules to check and see if you have a budget for the year. That may be a condition that checks the returned rows for the current budget year (using a contains condition) - if there are none, you could set the field to -001. So - two rules, one that runs if you find the year and one that runs if you ...
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Unfortunately, you can't have action rules on a new record button. You may need to find a UI work around of some kind...
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I just tried publishing a new form to an Office 365 site and ended up in an authentication nightmare - I signed in when prompted, and get a popup window showing the administrative center. But if I try a different tenant (I have several clients who use Office 365) I don't have the same issue. I wonder if you go under the Account (upper right ...
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Did you try the form I attached? Does SelectedAccount have a value when the form loads? I'd assume the rule to set the query field & run needs to go on the SelectedAccount field - so it fires when that value changes.
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So - this is an Office 365 site? I can try test publishing to one my sites later today - yesterday I customized an Office 365 list with InfoPath and that worked as anticipated...
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I'd be interesting in seeing more about the Business logic failed line - this form has code?
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Not without looking at the ULS logs - I'm sorry, it isn't something that can be solved by guessing....Your SharePoint admin needs to review the logs to determine what's going wrong.