InfoPath Dev

There are two views in a browser enabled InfoPath form which is published to a SharePoint form library. These views should switch depending upon the user logged in. The second view includes some data from the first view along with some additional Fields. If the user with view1 logs in, fills the form and saves it to the document library, as soon as the user 2 logs in the document library and opens the same form, view 2 should be opened.

You can do this with a Form Load rule.  Just open Form Options from the tools menu, and in the Open and Save section, click the Rules... button.  From there, you should be able to add the necessary logic to switch views accordingly.

 Hi Jimmy,

Thanks for the reply. I did apply the rules and the view is switching according to the rules but the view is switching only when the user clicks NEW in form library. But the saved form is not opening depending upon the log in. If user1 fills the form and saves it, even if user2 logs in the form open in the user1 view. But I want it to be opened in user2 view along the data that is filled by user1(Ofcourse that is included in user2 view) when user2 logs in. But thats not happening here.

It should be happening unless you have an existing form that didn't change when you re-published the template.  This concept is very simple and is something I use on just about every form I create.  The only way it won't switch views on an already-submitted form is if you have a condition telling it to only switch in certain scenarios.  If you have no conditions, then either you are using an existing form that isn't reflecting the newly-published changes, or your logic is incorrect somehow.

1) Tell us how you are recognizing the current user and how you are using that info to switch the views

2) Attach your XSN to show us directly.

Wait, doesn't Active Directory require "DOMAIN\" to be prefixed for the user names?

Hi Patrick Halstead,

Thanks for the reply. I'm not using Active Directory users so I don't have the DOMAIN problem and thats the reason why the switching is working fine when the NEW form is created in the document library. But the problem is that

its not working fine for a saved form ie., when user fills and saves the form to the document library and approver1 logs in the same old view that is saved by the user is being visible. Did you get what I'm saying?

Why using an XML source like that instead of a basic SharePoint contacts list?

InfoPath – User Roles in Browser-Enabled Forms Using Contacts List

Hi Warrtalon,

I don't have any reason for that I know its just one way and I'm going in that way. Do you think that is causing problem?

Probably not.  Are you storing userName() in the hidden field using a default value or a rule?  If you use a default value, then that value sets once and never changes.  If you use a Form Open rule, then it sets the value for the current user each time it's opened.  This is detailed in my blog above.  Perhaps this is your issue?

 Hi warrtalon,

Thanks for the quick reply. That might be the reason. I'm using the default value. Can you tell me how to store userName() using rule?

Just like you're switching the view.  Before switching the view, make this rule:

Set a field's value user to userName()

Then, switch view based on user.

So simple you could kick yourself, yah? Hopefully, that's all it is.

 This sounds more relevant. I will try this tomorrow and let you know.Thanks for the help.

good idea from Clay, but you know relying on local machine usernames is just bad practice since it is not secure at all

 I don't have Active directory installed on that machine. I just practice on that machine. So security is not an issue. Thanks for the advice Patrick. I will keep that in mind.