InfoPath Dev

I have an InfoPath Form, and I have a text box that populates with the submitters phone number, as they open the form from their Web Browser. A number of fields auto populate when a customer opens the form, (email, phone number and title). These fields auto populate from a Data Connection. Yet, after the form is submitted and added to a SharePoint Library, the SharePoint column for the phone number always populates with my phone number (Site Content Manager / Administrator) and editor of this InfoPath Form. The Phone Text Box properties is Value[Name = "WorkPhone"] - Required Field. Also, if it helps anyone, I did notice I have the box checked in the test box prosperities, that says " Refresh value when formula is recalculated". I am not sure if this is related or not. Finally, I am just wondering if I should just change this text box (phone) to a freeform text box and make the customer fill it out, instead of prepopulating it with a Data Connection it? Thoughts anyone?

I think that what is probably happening is that the Phone Number ends up set to "whoever has opened and submitted the form last". Instead of using a default value, I'd use form load rules to set these, and I'd only set them when the form is new. If you are always setting email (and if the initial submitter will always have that field set) you could base your form load rule on that field - if email is blank, set email, phone number and title. Make sense?

Hello Hilary - I am trying to make sense of that. This rule that your talking about would be on the Submit Button, correct? The other fields (email and title) are not using my email or title, FYI.

Can I see a copy of your form? You can attach a copy under the Options tab - it will be Monday before I can take a look. The rule I'm talking about would be on the Form Load rules - under Data > Form Load.

I attached the InfoPath Form, thank you.

Looks like you already have a form load rule to set these fields - the rule name is New Form - Pre-Populate Employee Data. But the EventConEmail and the RequestorPhone also have default values (in the field properties). I would remove the default values and just let these fields get set with the form load rules. The same rules are on the Update Info button - except it is missing a rule to update the EventConEmail, so I'd add that rule action there. I also see what might be a little bug on the Submit button rules - the PreApproved by Employee rule doesn't change the Form Stage, so it may never be less than 1, which would cause the form load rules to run again....

I saw I had the form load rules, once you pointed me into that direction, thank you. This was originally written by someone else and I am coming behind trying to make some changes, FYI. So I will remove the default values in the text box proprieties. THen sa=ve and publish and see what happens. Of course, I will have to change it to someone's else's name and then use the Update Info Button, since my testers are all off of work now, We are EST. The Update Info button, is used when another person submits the form for someone else, and wipes out their auto load info, and adds their name info into those fields. Of course you know that most likely, sorry, no offense meant. I will add the same rule from the load form, to the update button, so I can test it properly. I will look into that Form Stage issue, in case that effects the form load rule.

Wow Hilary - that worked! I removed the default values in the field prosperities and I also added the Set Field's Value Rule for EventConEmail in the "Update Info" rules. See attachment from this form's SharePoint Library and the column called Requestor Phone. You will see that the last item I just submitted (added) it has a different phone number than the other items, which was always showing my phone number. I am so happy you helped me fix this. The customer who this form is for was not happy that it kept showing my phone number. I appreciate your efforts, especially since I know you really did not want to look at it until Monday. Thank you Thank you. I looked at the Stage issue in the Submit Button, but I will need to give that more thought. This form used to have a SPD Workflow (approval process) but we don't use that anymore and that approval process is not needed. The stage was used for the approval process. Obviously this form still needs some work and house cleaning, but it's been working (minus that phone number issue) - but not any more because of you thank you again

I'm glad that worked! It is always a challenge when you need to maintain a form someone else designed :)

I marked the chat post with the solution you suggested as "answered", is there anything else in this forum, that I may need to do, to recognize that great support and help you extended me, sincerely thank you again.

Nothing you need to do at all, it was my pleasure to help you. Have a great day!