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Form load based on field value

Last post 12-10-2019 04:20 AM by Ruenells. 5 replies.
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  • 11-11-2019 02:02 PM

    Form load based on field value

    I have 5 views and based on the Request type I want it to load the appropriate view. I know I can use rules to do this, however my question is can I put all of the variables in the Form Load in a single rule or do I break them out into individual rules. Example: If Request Type = AOP Evaluation switch view to AOPEval If Request Type = Sales Order Credit switch view to SOC If Request Type = Sales Order Cancellation or De-Booked switch view to Cancellation If Request Type = POS Only switch view to POS If Request Type = Plan Design switch view to PlanDesign. Can i put them all in one rule and if so who do I tell it how to pick the correct view. Thanks Dorinda
  • 11-11-2019 02:12 PM In reply to

    Re: Form load based on field value

    They each have to be their own rule. So you would need individual rules.
    Hilary Stoupa

  • 11-11-2019 02:19 PM In reply to

    Re: Form load based on field value

    An they can all be in the form load correct?
  • 11-11-2019 02:28 PM In reply to

    Re: Form load based on field value

    Yes, they can all be in form load. Just be careful if you have any form load rules that may change that field's value - you'd want your rules to switch the view to run before it could be changed.
    Hilary Stoupa

  • 12-09-2019 08:38 PM In reply to

    Re: Form load based on field value

    Hi

    would you please show me how to set rule to switch view via drop down list value. i try to use form load rule to achieve it, but the form load does not work.

    thank you 

  • 12-10-2019 04:20 AM In reply to

    Re: Form load based on field value

    This is the site i followed to get what I achieved it walks you through it very well. https://manojssharepointblog.wordpress.com/2012/12/23/infopath-2013-web-browser-creating-cascading-dropdown-fields-with-no-code/ The second one is to clear the inactive that is important. https://www.sharepoint-journey.com/Infopath-form-clearinactive-ddfields.html Dorinda
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