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restrict group to edit users in people picke in infopath RRS feed

  • Question

  • hi

    I have a document with people picker I want to restrict group A to pick or edit the users in existing document and groupB able to edit the users in people picker how is it possible to make it in InfoPath.

    Wednesday, April 29, 2015 3:37 AM

Answers

  • Hello,

    This would be easy to do with groups that can access specific sections of the form and then use SharePoint or AD groups to govern access, but unfortunately it does not work in InfoPath. 

    One alternative possibility is to set up a list in SharePoint and enter the names of the smaller group of people into that list (Person field).

    The InfoPath form has a data connection to that list. The form has one section with a people picker and another section with a calculated field that shows the value of the people picker. 

    When opening the InfoPath form, check if the current user exists in the list and hide the section they should not see.



    cheers, teylyn


    • Edited by teylyn [MVP]MVP Wednesday, April 29, 2015 4:59 AM
    • Marked as answer by star.wars Monday, May 11, 2015 2:29 PM
    Wednesday, April 29, 2015 4:57 AM
  • Hi,

    To do this in Infopath, see this for reference:

    http://info.akgroup.com/blog-0/bid/69277/InfoPath-Restrict-visibility-to-users-in-a-SharePoint-Group

    You can place the people picker in the section and apply formatting rule according to the post on that section.

    Teylyn does provide an alternative. She always has good answers.


    Regards, Kapil ***Please mark answer as Helpful or Answered after consideration***

    Wednesday, April 29, 2015 1:56 PM

All replies

  • Hello,

    This would be easy to do with groups that can access specific sections of the form and then use SharePoint or AD groups to govern access, but unfortunately it does not work in InfoPath. 

    One alternative possibility is to set up a list in SharePoint and enter the names of the smaller group of people into that list (Person field).

    The InfoPath form has a data connection to that list. The form has one section with a people picker and another section with a calculated field that shows the value of the people picker. 

    When opening the InfoPath form, check if the current user exists in the list and hide the section they should not see.



    cheers, teylyn


    • Edited by teylyn [MVP]MVP Wednesday, April 29, 2015 4:59 AM
    • Marked as answer by star.wars Monday, May 11, 2015 2:29 PM
    Wednesday, April 29, 2015 4:57 AM
  • Hi,

    To do this in Infopath, see this for reference:

    http://info.akgroup.com/blog-0/bid/69277/InfoPath-Restrict-visibility-to-users-in-a-SharePoint-Group

    You can place the people picker in the section and apply formatting rule according to the post on that section.

    Teylyn does provide an alternative. She always has good answers.


    Regards, Kapil ***Please mark answer as Helpful or Answered after consideration***

    Wednesday, April 29, 2015 1:56 PM
  • Nice find! I need to try that some time. 

    cheers, teylyn

    Wednesday, April 29, 2015 9:01 PM