InfoPath Dev

Hi I created browser enabled Info path form. It contains two views one for Employee and another one for HR. I have 5 HR persons, while HR persons open a form it should be open HR view . In HR View i have button for switch Employee view also. when employees opens form it should be Employee view only. In employee view also have one button for HR view(this button only enable when HR as current user otherwise it should be hidden). How can i achieve this in my info path form. Advance thanks.... Regards Jeeva

 The easiest way is to put a set of rules when your form is opening.

 

 

Hello,

You have to add the code to check current user belongs to which group. Based on that you have to switch view either employees view or HR view.

You have to add the conditional formatting for button in employees view.

Hi, Create one xml file with HR users list. For example <HRManagers>          <HR>anuma</HR>          <HR>Shive</HR></HRManagers> And add this xml file as xml data connection to the form.Add one hidden field “CurrentUser” to the schema and set default value as “userName()” function.Add one open Rule to the form.

1. Go to Toolsà Form Options.
2. Switch to “Open and Save” tab.
3. Select Rules and Click on Add button.
4. Click on set Condition.
5. Add condition as “CurrentUser” is equal to “HR”
6. Click on ok.
7. Click on Add Action button.
8. Select “Switch Views”.
9. Select “HR view” in the view dropdown.
10. Click on ok.

If your default view is HRview. Change above Condition to  “CurrentUser” is not equal to “HR” and change Switch View to "Employee view ".

And also add following conditional formatting to the "Switch to HR View" button.

“CurrentUser” is not equal to “HR”  then hid ethis button.

Thank you very much anuma. Now am able to switch the views exactly.....