Multiple Approvers - userName() function? - InfoPath Dev
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Multiple Approvers - userName() function?

Last post 08-28-2017 07:45 AM by Hilary Stoupa. 2 replies.
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  • 08-25-2017 07:26 AM

    Multiple Approvers - userName() function?

    Hello, I've created an approval form which submits to a list on SharePoint but am having issues with the userName() function over-writing subsequent users. Here's the flow for my form: 1. Requestor creates new form (on Requestor view) & the Requestor name has a default value using the userName() function - I have un-selected the 'Refresh value when formula is recalculated' so that this initial data isn't overwritten 2. First approver opens the form again to edit (on a new view) & the 1st approver name field should pull automatically in the same way 3. Second approver opens the form to edit again (on a 3rd view) & the 2nd approver name field should again pull automatically but not over-write the 2nd approver name and itself not be overwritten by subsequent users. This form will conceptually be opened & edited numerous times - is it possible to auto-load the usernames for specific instances & not be over-written?
    Melissa Boswell

    Portfolio Management Office
    The Ottawa Hospital
    Filed under: ,
  • 08-26-2017 06:06 PM In reply to

    Re: Multiple Approvers - userName() function?

    I found a fix! It was in an old thread as an answer to a previous poster's question (I swear I looked before posting but only just found it now!) They recommended using a rule button that would set the field's value with the userName() formula only when the button is pushed. Works like a charm!
    Melissa Boswell

    Portfolio Management Office
    The Ottawa Hospital
  • 08-28-2017 07:45 AM In reply to

    Re: Multiple Approvers - userName() function?

    Wonderful! Another option is to do this on Form Load rules - just be sure there is a condition to only run the rule if the field you want to set is blank, to prevent overwrites. :)
    Hilary Stoupa

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