How to load form view based on the users sharepoint group - InfoPath Dev
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How to load form view based on the users sharepoint group

Last post 11-12-2008 09:28 PM by brhodes. 2 replies.
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  • 01-18-2008 11:53 PM

    How to load form view based on the users sharepoint group

    Hello all,

     How would I go about changing the users form view based on their sharepoint group? For example if I had a read-only view named 'readonly' and I wanted to force that view for everyone who is filling out the form that belongs to the sharepoint group "telecom members" how would I go about accomplishing this?

    thanks! :)


     

  • 01-21-2008 07:28 AM In reply to

    Re: How to load form view based on the users sharepoint group

    As long as you can identify the user or their group then you can add a rule on Open that switches view based on the condition.

    I use an Active Directory web service to identify each user and if needed, if they belong to a certain AD group, and then route them accordingly or allow them to edit.

    I have seen mixed success using user roles but that is another method you could try.

  • 11-12-2008 09:28 PM In reply to

    • brhodes
    • Not Ranked
    • Joined on 10-04-2007
    • Atlanta, GA
    • Posts 6

    Re: How to load form view based on the users sharepoint group

    Clay,

    I am in desperate need of doing this...

    or at least loading a particular view based on userName()

    I have been working on this for hours....to no avail....

    used http://cglessner.blogspot.com/2008/07/infopath-switch-view-depending-on.html ....returned all groups of the user and could not create a rule that would see past the first group that the user belonged to...so if my condition was contains group22 it would not get passed group1 if that user was a member of group1, group2, etc.

    It seems easy that based on the current user that you can push the majority to View1 and the smaller exception group to View2....using rules / conditions on the open behavior...

    I even tried a button (switch view) that was hidden if userName() = "MyName"  ....still no luck...

    HELP!, please

     

     

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