Thanks for your response Hilary.
That is exactly the piece I am not sure how to address.
If I do set "Data Connections/Data connections for the form template: >>Chosen Sharepoint (data source) list >> Modify >> chosen location >> to "sort by:" and "sort order (ascending)" and pinpoint to the column that contains the dates, it does not pull the right unique identifyer, but simply the latest date from all the dates available in the column.
By the same method, if its set to be sorted by the unique ID, it selects the right under user, but with the first available date there is, not the latest one I'd need.
Hope this makes sense.