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So - are you querying the list when the customer field changes? Setting the query Customer field to the Customer and then executing the query? I'd drag my secondary data source onto the form so I could see it (temporarily, easy enough to delete it when you are done) and see what the data I'm getting back is - if you are returning all the ...
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This may be helpful for you.
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Well - I mean - if having a field filled and a checkbox checked hides the control, clearing the field or unchecking the checkbox should unhide it. If you right click the checkbox and look at the properties, what are the cleared and checked values? It seems like setting that field to false should do it - usually checkboxes are bound to Booleans, ...
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Is this a browser form or a filler form? Is it slow whether you are opening a large or small XML? Are there any open rules that may be slowing things down? Rules runs before code - so if you have an open rule that loads a really big secondary data source if the form is not new, for example, that could have an impact here.
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You need to add a filter to the rule or default value you are using for populating your second field, I believe - if you already have a filter, it may not be using current() to indicate the instance of field1 in the current row. Does that make sense? Here's a link to a little blog post on this.
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You'll probably want to use rules then, instead of default values. I'd put them in the form open rules. I'd only add rules for setting "this" FY - then put a rule on that field to set "next" FY. I've attached a sample. Save it locally, right click and open in design mode. Preview - you can change your sytem date ...
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Well - when you say you want the repeating table to populate - is your control bound to your secondary data source? Or are you trying to copy the repeating data into your main data source?
If this is a control bound to your secondary data source, you can use conditions to hide rows. If this is an InfoPath 2010 form, your list data connection will ...
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Okay - so, the short answer is "yes" - you can submit data from an InfoPath form to one or more SharePoint Lists. It is not a built in feature, however, and it will require code or qRules. We use qRules because it is easier than writing custom code for every form & cheaper to maintain. If you are committed to separate lists, you ...
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So - is your fiscal year the same as the actual year? I know some companies - their FY may start the beginning of June or some such.
I'd use default values for this - they'll update when ever the form is opened - but if the formula is right, they won't change until the year changes - for example, substring(today(), 1, 4) would always ...
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Thanks - that made it easier for me - just needed a second condition:
my:field1 = ../../preceding-sibling::my:Delivery/my:Plans/my:Plan/my:field1