InfoPath Dev

So far, this approach is working well.  Thanks for the help. Dave Beatty  

The trrick to hide Secondary records that don't match the same client is to use Conditional Formatting on each field displayed in the Repeating Table.  There is a check box option "Hide this control" which when checked will hide the entire record if all fields are set with the condition of Field in Main is not equal to field ...

Thank you for the prompt reply. I am new to infopath 2007.  I have built this infopath form template without any custom code but I expect that this function may need some code. I am using an action under a rule of a property of the QTN field that runs when data is is entered. I really apprecaite any help or advise that you might ...

See a screen dump of my Infopath 2007 File that is working well except it returns all records from the line(s) (below thje blue line) that is a repeating table from a Secondary Data File. All I want to do is filter the data shown in the Repeating Table to only show records that match the concat Full name which ...