InfoPath Dev

 The form queries the XML file for the Loan_Number (secondary) - not the primary SQL db (the form submits to this db).  InfoPath doesn't give me the option of selecting the query object on the XML file.  I set it up to query the XML in the rules.   

It looks like your Loan Number field on your form is bound to the Loan_Number in the dataFields. But if you want to search for a specific loan, based on Loan Number, it should be bound to the queryFields. Right click that field and select Change Binding, rebind to the query fields. Then when you click your search button, the correct data will be ...

Well, since this is a list form, we can't use code.... I wonder if you could query for the user's prior entries in the main data source and clear the ID field in order to have it generate new entries. I've not tried that, but it might work. I guess if I were going to try this, first I'd add a query to get prior entries for the ...

I'm glad to hear this is resolved - do you mind recapping the issue you were having with dupes being created?

Brief update on this. I've managed to resolve all the issues I was having, your input has been invaluable in getting me there. Thanks so much for popping in and giving me that advice, Hilary. I'm not sure if these threads need closing when everything is resolved, but now would be a fantastic time to do that!

 Thanks

It's going to be a going forward thing. So, once you modify a forms structure, then there after this new function will work. Would be hard to connect 'current' forms to existing 'old' forms, where they already exists. If they are in different SharePoint libraries, you might have to get creative with the URL by hard ...

 Laurie. Would this work for previous forms which have been created? I've got around 5 test forms and I don't think this would give me the option to select one of those?

Hi all, I apologize that I am very new to this- I work for a non-profit and we do not have funds to hire someone more skilled at this than I am and I am in need of help (and advice).  I apologize if this is too long- im not sure how specific to be and I don't know what to call everything! What I am trying to do:I have created a ...

Thanks Hilary, I can probably send the template through a secured link but I can't upload the file from here. Can you share your e-mail?   I used the Current() qualifier in the dropdown but it returned nothing when I changed it to "Query Data".