InfoPath Dev

"So, my guess would be that in the form, you are setting your account manager field to the ID, and that's what promoted. And you are using a calculated field to display the name. But you'd need to actually add and promote a field in your form with a default value that will store the name, and promote that. You could use the same XPath ...

It is publishing to a library and I have everything set to promoted at the moment for potential workflow use

It is soooo odd. So Here is the full scenario. I have a client who has a financial tracker (don't ask why in SP - it is what it is) They have a crazy amount of lists historically that are all morphed into one that is literally 80 to 90% lookups. What I am trying to accomplish in a smart way is to streamline the lists to a few and ...

This is a normal form created from a blank form template

Hilary So I used this as my guide: https://www.premierpointsolutions.com/training/help-and-how-to-articles/get-infopath-to-display-lookup-column-value-not-id/ It works fine on the form, but that field on the LIST shows as the ID still and does not hold the calculated value name (IE Customer POC - Chris) would be ID 1 on the main list ...

Hey Hilary, sent you a PM

All, In a bind. I have a customer who has multiple lists that all morph into one main "baseline" list. It literally has probably 100 fields with 80% being lookups. I am trying to streamline this to a Customer list, POC List and a financial price list. Here is my idea and issue that I am running into. 1. I have a customer list ...

I wish that was the case. ;) So the roll out was this. Scenario: 1. List with a bunch of items - call this "baseline." The list has lookups (lots) that go to a "customer list." There is one for example that is "Agreement Number" that relates to the another list that is called "Agreements." I can ...

Hilary, I can get the value to display as described on this :https://www.premierpointsolutions.com/training/help-and-how-to-articles/get-infopath-to-display-lookup-column-value-not-id The problem is that it will not change, hide, etc at all no matter what I try rule wise and selects the first ID on the list that it is looking at. The BIG ...

Sadly due to my line of work this form is on a closed system that I cannot supply. Sorry I think that I have a solution that will work for now but am all ears to anything you can write back with. BEst