Multiple views in Infopath 2007/2010

Question

I'm creating an InfoPath 2007 form in Infopath designer 2010 and following are the details:

Person #1 initiates the request and sees View #1. They submit to InfoPath form library and an email goes to Person #2. That person opens up the form and sees View #2 that allows them to add their approval, notes and then there is a submit button for them.

Scenario1: Person#2 should be able to see the part of the form submitted by person#1 but cannot edit it. It should be disabled.

Scenario 2: And when the request is approved, person#1 should see the complete form but will not edit it. Only Person#2 should be able to edit it.

Scenario 3: How to open a web page on a button click from the form?

I created a third view and when person#2 submits the form, it switches to third view but I’m not sure how to make it read only for person#1. If I change the third view as read only, then person#2 cannot edit it.

Any suggestions or advice please?

Answer 1

You need to add GetUserProfileByName data connection. For it you will get logged in person account name. On the basis of account you can then switch views.

Scenario 1: You need to make all fields read only for specific user. Add condition to every editable field. If Person 1 then read-only.

Scenario 2: Same as 1.

Scenario 3: You need to create Hyperlink to open a link : http://social.msdn.microsoft.com/Forums/pl-PL/sharepointinfopath/thread/aba57fea-e0a2-42b0-b862-1406ce353f0d

You cannot make a view readonly for specific user.

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Dare to promise

Answer 2

If you are using rules for Opening the form anyway, how about a rule which switches to a read-only view if CurrentUser <> Person 2, using the GetUserProfileByName?

Here, we just have a duplicate view with Expression boxes instead of editable fields.

Answer 3

Thanks D-Virdi, when you say GetUserProfileByDataName data connection, is it Web service method? The form is browser enabled, so i don't see the hyperlink control. What do you suggest?

Answer 4

Hi,

GetUserProfileByName is webservice. See Clayton's blog for more details: http://claytoncobb.wordpress.com/tag/getuserprofilebyname/

hyperlink is fully supported in browser enabled form :http://office.microsoft.com/en-us/infopath-help/web-browser-compatibility-in-infopath-forms-services-HA010204085.aspx

You might be missing something.

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Dare to promise

Answer 5

Thanks D-Virdi, I'm using Infopath designer 2010 to create this form, I don't see the Hyperlink control in Controls option:http://office.microsoft.com/en-us/infopath-help/infopath-2010-features-unavailable-in-web-browser-forms-HA101732796.aspx

Answer 6

Thanks Joanne, Can i store the Value in Calculated Filed to SharePoint list?

Answer 7

Your solution worked; thanks for the suggestion.