InfoPath 2010

Re: How to store user name based on drop down field

Reema Daga — Mon, 06 Apr 2015 15:09:22 GMT

Hello,

I am glad to hear your problem is resolved. But I guess we were talking about the same approach. I should I have explained it better. Here is the sample form that I forgot to attach the other day.

Thanks,

Reema

ApproveRejectSample.xsn

Re: How to store user name based on drop down field

shanemeisner — Mon, 06 Apr 2015 12:39:32 GMT

Thanks for your thoughts.. I ended up going a different way.

Since I already was capturing the username through the "GetUserProfileByName" data connection for a different field, I ended up just creating a 2nd field and on Form load stored the currently signed in users "PreferredName"( The VPApprover field was using the display name for users to select from).

Then for my "Approve/Deny" drop-down, I set a rule to hide it if the Current signed "PreferredName" didn't equal the VPApprover Field.

Re: How to store user name based on drop down field

Reema Daga — Sat, 04 Apr 2015 00:36:28 GMT

Hi Shane,

Thank you for your post on infopathdev. What you will basically need to do is set a formatting rule on your approve/decline section or dropdown to hide the approve/deny section or drop down where the condition would be if the approver name(I am assuming your are getting from a secondary data source)is not equal to the currently logged in user.

Hope this helps!

Thanks,

Reema

How to store user name based on drop down field

shanemeisner — Fri, 27 Mar 2015 19:25:27 GMT

When our form is first loaded we store the current user name in a field.

I have a “VPApprover” dropdown field which is doing a look-up to a list where we have two columns, Approver Name and Department. The Name column is a person column and I currently have the “username” displayed in the view.

What I want to do is that when a user selects a Approver, store the Approvers “username” in a different field on our form. I’ll then compare the current “username” field to the “vpusername” field and if they are the same display an “Approve/Deny” dropdown.

I can get so far, then get lost on what to select for the field and what to filter on.. I've attached a document that hopefully gives more information that will help you help me :)

Thanks,

Shane Meisner