InfoPath Dev

Sorry, I must not be being clear. Do your dropdowns in the GL column display the correct options? Ohhhhhh, I see what you are saying. You know what? I think you just need a second filter on your SetGLDescription rules - you need to compare on title AND on company.

 Hi Hilary - according to the hidden table you set in the form, it appears that when the company is selected, the corresponding invoice GLs is highlighting. which is why I'm thinking the invoice GLs actually is working. However, there are a couple GLs in particular wherein I know both companies share the same number, but different ...

Ok, maybe I'm confused too. So, your GL dropdown does populate correctly? It is just that the description is not getting set?

 Hmmm...something is amiss...maybe with the description??? When I select the companies, the corresponding block of GLs highlight, which indicates the company piece is working. However when I select the GL, the description does not always align... hmmmm... Both KFCU/KFIS and APOLLO have a GL "271001-0000"  For KFCU/KFIS, the ...

Here's another copy of your form with a test area added at the bottom - it has a repeating table bound to the Invoice GL data source. It has conditional formatting on the rows to highlight them if they match the selected Company in the form - save the file locally, right click and select Design. Preview the form, and try both the company radio ...

 Hi Hilary, Sorry for the miscommunication. Yes, the Company is a radio button, and the selections are all exactly the same, in upper case ("KFCU/KFIS" and "APOLLO"). These were all working just fine once upon a time, and I didn't make any changes to the configuration - it just suddenly stopped working and I am not ...

So - in your SharePoint List - what does the Company field look like? Is it exactly the same as the values for your radio buttons, including case? I see the value of the buttons is all upper case.... I had misunderstood and thought this was cascading dropdowns, but your Company field is a radio button. :)

 Hi Hilary - absolutely. I have attached the file for your review. I will also digest your response to see if I can fix this thing as well. Thank you!

Any chance I can see your form? You can attach it under the options tab in a reply. Generally speaking, to implement a cascading dropdown, the second dropdown has a filter on the data selection. One thing that sometimes trips form designers up is that the first dropdown is storing something other than what they expect - it may be displaying ...

Hello, I have an InfoPath form wherein a user must first identify their Company with a choice field (Company A or B); Then once they have selected the company, another field (GL Account) should then filter to allow users to select GLs associated with that company from the SharePoint list. The SharePoint list has three columns: Company; GL; ...