InfoPath Dev

Hey Hilary, "See attached. I've made a guess at the correct filter for setting the edoc notes from the default values."  Excellent work, thank you so much.  Using this formula, I managed to populate all 20 fields - even the 16 Edoc fields off of the check box.  :) "I added your default data source at the bottom ...

Sorry for the confusion - I originally was getting values from Default-Values based on Sales Org for those four fields (Payment Terms, Inco Terms, etc.), but now everything (those 4 fields, as well as the 16 Edoc fields) needs to be from Country instead. "Are you saying you need to get a value from Default-Values where the country matches ...

Yeah, that's the formula I have been trying to get to work on both the check box as well as the drop-down Country4, to no avail.  :)  Which simply means no value is populated in Edoc_Delivery_Notes when the check box is ticked, nor when a value has been selected from Country4.  The formula resolves fine without any errors ...

I grabbed the XPath from Edoc-Delivery_Notes in Default-Values, and it looks like this: /dfs:myFields/dfs:dataFields/d:SharePointListItem_RW/d:Edoc_x002d_Delivery_Notes So, missing the "_x002d_" that you had appended to the end?  (I didn't realize that underscores were acceptable but that hyphens would be replaced ...

 Your formula contains no errors, but when I change Payment_Terms to Edoc-Delivery_Notes as below, I get the following error: "xdXDocument:GetDOM("Default-Values")/dfs:myFields/dfs:dataFields/d:SharePointListItem_RW/d:Edoc-Delivery_Notes" does not point to a valid location path of a field or group. ...

 Hey Hillary!  :)   I have attached my latest XSN...the control where I am looking to trigger the auto-populating Edoc values is called "Use_Default Edoc_Values".  The first field of 18 that I want to auto-populate is called "Edoc_Delivery_Notes".   Thank you SO MUCH for taking a look!  ...

So...thanks again!  I have been able to successfully auto-populate 4 fields from Sales Org.  Here is the XPath for one of them (Payment Terms): xdXDocument:GetDOM("Default-Values")/dfs:myFields/dfs:dataFields/d:SharePointListItem_RW/d:Payment_Terms[../d:Sales_Org = ...

The reality of the situation is that many of these fields are country driven, since there is a many to one relationship between Country and Sales Org, as you can see by the screenshot displaying so many Puerto Rico Sales Orgs for Latin American countries.  To answer your question, after conferring with another team member, I modified ...

You have been a great help, thank you so much.  :) I brought in the Default-Values SP list I created as a secondary connection, and am attempting to modify the Set Currency rule XPath you left as an example, but it is only bringing in the same value for Payment Terms (Payment1 in the form) for all Sales Orgs.  Is it clear to you what I ...

It works.  :) Well, for SalesOrg anyway.  Again, there are no linear relationships in the CMD_Pulldown SP list.  It is only a repository of columns and column values stored vertically (think Quick Edit for adding new values to a column).  No list items here make any sense. That being said, I kind of understand the XPath ...