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Views - User opens the wrong view

Last post 02-15-2013 12:35 AM by Diana Hallam. 2 replies.
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  • 02-10-2013 09:57 PM

    Views - User opens the wrong view

    There are two views.  One (supervisor view) that is displayed when a supervisor opens a form.  Another (facilities view), after the form is approved.  There are two user roles.  One for supervisors another for facilities.  I have a supervisor who is a member of both user roles but only sees the supervisor view.  How do I get a supervisor that is a member of both roles to see the facilites view after it has been approved?  There are fields values that can be used to determine if a form was approved.

     Thank you in advance.

     Diana

  • 02-11-2013 08:11 AM In reply to

    Re: Views - User opens the wrong view

    Hi - You might try some form open rules - switch the view for the conditions that the user's role is Supervisor and status (or whatever the field is) equals approved. In IP 2010, form open rules are on the Data tab in the ribbon - in 2007, I think you have to go to Tools / Form Options to get to them.
    Hilary Stoupa

  • 02-15-2013 12:35 AM In reply to

    Re: Views - User opens the wrong view

    I did use the form load rules for other users.  For the supervisor issue, I ended up hiding confidential sections in the form if username did not equal the name in supervisor or approver fields.  Thank you so much for your form load suggestion!

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