Newbie Questions

Re: Form load based on field value

Ruenells — Tue, 10 Dec 2019 12:20:08 GMT

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

Re: Form load based on field value

Qiong Luo — Tue, 10 Dec 2019 04:38:16 GMT

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

Re: Form load based on field value

Hilary Stoupa — Mon, 11 Nov 2019 22:28:13 GMT

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.

Re: Form load based on field value

Ruenells — Mon, 11 Nov 2019 22:19:27 GMT

An they can all be in the form load correct?

Re: Form load based on field value

Hilary Stoupa — Mon, 11 Nov 2019 22:12:02 GMT

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

Form load based on field value

Ruenells — Mon, 11 Nov 2019 22:02:39 GMT

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