Hi Hilary:
First, thank you for the many responses you've posted to others in this site as your answers have many times over helped me resolve my InfoPath challenges. I'm having a devilish time with an InfoPath 2007 form we use to report business expenses and hope you will consider sharing your expertise with someone who is new to InfoPath & SharePoint.
First some background: when an employee wishes to create a new expense report, they navigate to a (MOSS) SharePoint site on our corporate intranet and click a link to create a new report. The link then opens a blank instance of the InfoPath form. The user completes the form and clicks a submit button which fires rules that uploads the form into a document library of the SharePoint site. Like Doreen's case above our form also uses different views. Based upon which user is opening the form from the SharePoint site (document) library determines which view they see.
In the form I've defined user roles (e.g. Tools -> User Roles) and have also defined form open rules (e.g. Tools -> Form Options -> Open and Save category / Open behavior section {Rules} button). Together these have successfully worked. However, there are some users who simultaneously exist in two different roles. As a result, when the form opens they do not always see the view they should as defined in the form open rules.
The first role group I created within the form is named "Officers". The members of this group are defined by the "User names" option of the Modify User Role dialog box (ex. CompanyDomain\A12345). The purpose of this role was to help ensure that the form opens to a particular view for those who are members of the "Officers" group.
The second role group consists of users defined in a SharePoint list and are categorized as "Manager". This list acts as a data source to a (name picker) drop-down field on the form. (For example, when the user is completing their expense report, they click on the name drop-down to select their approving manager. Furthermore, this list contains some of the same members from the "Officers" group because in some cases the "Officer" is also an approver and thus their name must show in the drop-down.) In the form's open rules, those in this "Manager" group will see a different view. However, for those who exist in both groups, it seems the form is ignoring those defined in "Officer" group and instead treats them as the lesser "Manager" role - thus showing another view they shouldn't see. If I remove the Officer from the Manager group, then the form will open and display the correct view. In essence the Manager view is taking precedence as it appears InfoPath gives higher priority to SharePoint list membership versus the role defined within the form itself.
Based on your explanation to Doreen above, do I need to define the Officer group in the form under the "Group name" section instead of "User names" option? And if so, do I keep that SharePoint list of "Managers", including the duplicate officers, so that the names continue to appear on that drop-down name picker?
Hope this well explains the situation. Thanks in advance for your help!
-Joe