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Update attached - note the changes to the filter on the multiselect. :)
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This requires the use of the Translate function, which is sort of a pain. I'll fix up the sample form tomorrow to demo how. :)
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The relink view is a built in view in InfoPath libraries. Not sure if it shows up in Modern views - you might have to change to classic. If your form library uses content types, I believe relinking will update forms to use the default content type, so use caution here.
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I'd probably need to see your form to know what is going wrong. In general, you'll need to either use the secondary data source query field and only query for the data you need, or if you already have loaded all the data, you'll need to use XPath filters when selecting the correct data. Also, remember that XPath is case sensitive, so ...
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It is hard to guess without looking at your form, but usually what I do is drag the whole list data connection onto the form (query and data fields) and add a button that just runs the query. Then I can test the form in preview or in the browser. Set a query field, run the query, verify that there are data rows returned. From there, you may be ...
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So, I tried this in a SharePoint online list in modern view. When I export to Excel, any column not displayed in the view (excluding, as you mention, some internal columns) is not included. So I just can't repro this at all. Are you using SharePoint on-prem or online? If online, you may want to open a support case with Microsoft.
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Is this SharePoint online or on-prem? If online, the REST query will probably not work. If on-prem, you should have your SharePoint admin take a look at the logs to determine the issue. However, since this is a simple equivalence query you would not need to use REST at all. Add a list data connection to your list, but on the final dialog, deselect ...
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So you have three different repeating groups in your form? Can you attach a sample where you've set up what you are trying to do? You can attach a file in a reply under the Options tab.
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Oh wow. Thank you so much for following up on this.
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Do you have the customer reference number prior to querying? If you do, and if the customer reference number is in the contacts list, you could use query fields to restrict the amount of data returned. https://wonderlaura.com/2011/08/01/infopath-query-specific-sharepoint-list-data/