InfoPath Dev

Hi Everyone.

I'm using two views in Infopath 2010  - One is used to initiate a Call Request and the other to enter details of the Call. So one view has the details of a customer that needs to be called and the other view is used  to fill out information about the call after its done - like Summary/Talk Time etc. The issue here is that I have two user account fields - Caller and Call Requester. The first view has the Call Requester field and the other view has the Caller field. I'm using a form load rule to autopopulate the login of the Call requester - I'm using the userName() function for the DisplayName and AccountID fields of the Call Requester group.

Once a call request is made - I'm using the created date to switch views to edit the item - i.e. switch to the 2nd view if the Created Date is not blank. After switching  - I've put in rules to autopopulate the login of the Caller  -using the same userName() function described above. However - this is not working.

The login is being autopopulated for the 1st View for the Call Requester field - but not for the Caller field. Ironically - the rules are running for new item. When I'm using the Edit Item function for any created field - none of the rules are running except the view is now switched.I've also put in a rule to auto pull the Current time and date after the view is switched using the now() function - even that fails to run. No error message is shown though.

 I hope this was not too confusing. Please help me out.

 Thanks,

Sam

 Hi - so, I am confused, sorry. I think you are saying that a rule is not firing. Is the rule is the set of the rules that execute the view switch? Is a field you anticipate being set not getting set? So you have a rule that switches views, then the rule sets the Caller field to the userName() function?

Thanks for replying Hilary. Yes - I have a rule that switches views and then sets a caller field to the username() function. The view is being switched - but the "Caller" field is not getting set to userName() function. Please let me know what troubleshooting I can go thorough.

Much Appreciated,

Sam.

Can you attach your form under the options tab in a reply?

 Hi Hilary.

 I'm sorry - I can't attach the form here - office stuff! I have now fixed the issue by using a workflow to set values in a field after the form is submitted instead of using infopath rules.

I will - over the course of this week - try and reproduce the problem in a test site and try to find the root cause.

 Thanks,

Sam.