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InfoPath 2007 - Determine which view to display

Last post 08-08-2006 07:57 PM by Shiraz Cupala. 4 replies.
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  • 07-24-2006 06:08 AM

    InfoPath 2007 - Determine which view to display

    I have an InfoPath 2007 form created and it is set up to be opened in a browser. I have 3 levels of security that I need to apply:

    1) Admin - edit entire form
    2) Creator - edit form w/ excepton of admin section
    3) All Other - Only view form (admin section hidden)

    Since this form is browser enabled, I cannot set up User Roles and they are not usable in browser forms. What I want to do is have 3 views, one for each level of security and then determine which view to display when the person opens the form from the SharePoint forms library. I have the default view set up as the All other. But not sure how to switch to the other 2 views.

    Any help would be appreciated. Thank you.
    Mike
  • 07-24-2006 06:34 AM In reply to

    Re: InfoPath 2007 - Determine which view to display

    Hello,

    Did you tried by keeping a Button in the View 1 and Switch views when the button is Clicked.
    You can keep conditions when to execute this action.

    Hope this helps you.
    Kalyan G Reddy
    Infopath MVP 2007 and 2008
  • 07-24-2006 07:43 AM In reply to

    Re: InfoPath 2007 - Determine which view to display

    I need to be able to determine the view as the form is opened. I please some custom code in the load event to do a ViewInfos.SwitchView("View 1");
    is the username on the machien equals the lanid on the form. However, I received an error indicating that I could not use ViewInfos.SwitchView in the form load event.
    Not sure how to set this up to work now.
  • 08-07-2006 06:48 AM In reply to

    Re: InfoPath 2007 - Determine which view to display

    Ok, I ended up getting this to work by created rules as the fomr opens. My only problem now is that I cant seem to directly check to see if a person is a site admin. For now I had to create an admin contact list in sharepoint and then when my form opens, I use a data connection to see if the username is in this contact group. I would rather check to see if the user is a site admin so I dont have to maintain two lists of admins.
    How do you verify if the person accessing the form is a site admin?
  • 08-08-2006 07:57 PM In reply to

    Re: InfoPath 2007 - Determine which view to display

    I did find some information that looks like it will provide your info.

    This article describes how to do it in code but of course since it is accessing a web service you should be able to just setup a data connection in InfoPath to the same web service:
    http://msd2d.com/Content/Tip_viewitem_03NoAuth.aspx?section=SharePoint&id=82C7DFB3-0736-45C0-AEB8-F30614E477F4

    This is the MSDN documentation for the complete class library and more importantly the web services on SharePoint:
    http://msdn2.microsoft.com/en-us/library/ms427466.aspx

    Shiraz Cupala / Microsoft InfoPath MVP
    Qdabra® Software / Streamline data gathering to turn process into knowledge
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