Newbie Questions

Re: Certain fields in the form should be hidden or disabled if the user logged in is not the who created the form

Anuma — Mon, 17 Nov 2008 10:49:12 GMT

Hi,

You can see the role name(From which role we have opened the form) in right side of the bottom pane.

You can create the fields by using text boxes. But for dev purpose we can show those fields and for client purpose we cannot show those fields.

Re: Certain fields in the form should be hidden or disabled if the user logged in is not the who created the form

Jonah Raymond A. Lazo — Mon, 17 Nov 2008 09:00:12 GMT

Hi Ravi,

I know how to create the conditions but I do not know how to create fields and its properties you are describing...(can I create this using a textbox?how?)

Thanks!

Re: Certain fields in the form should be hidden or disabled if the user logged in is not the who created the form

ravig — Mon, 17 Nov 2008 07:35:57 GMT

Hi,

You have to insert two fields to the form, one is creator and another one is Administrator.

Then in Tools --> Form Options --> Open and Save --> Rules --> set condition

use following conditions

Creator field 'is not equal to' Username() or

Administrator 'is not equal to' Username()

in set actions select Switch views and in views drop down select new view in which only few fields are editable

Re: Certain fields in the form should be hidden or disabled if the user logged in is not the who created the form

Jonah Raymond A. Lazo — Mon, 17 Nov 2008 07:02:08 GMT

Hi sandhyapati,

I did also what you said me to try but did not work. I need to know how can i compare the userName (when submitted becomes read-only) and the one who is currently logged-in so that I can hide the other control.

Thanks!

Re: Certain fields in the form should be hidden or disabled if the user logged in is not the who created the form

Jonah Raymond A. Lazo — Mon, 17 Nov 2008 06:56:53 GMT

Hi ravig,

I did what you said me to do but it still doesn't work. One question though, how do you check wether who opens the form the creator or the Administrator? Thanks!

Re: Certain fields in the form should be hidden or disabled if the user logged in is not the who created the form

ravig — Mon, 17 Nov 2008 05:27:58 GMT

Hi,

You can also design another view fo fields which are editable to all users.

Check the whether the user opening the form is Creator or Administrator on load and switch to the new view if he is not a Creator or Administrator.

You can do this by Tools --> Form Options --> Open and Save --> Rules (add rule hare) --> Add Action --> switch views.

Re: Certain fields in the form should be hidden or disabled if the user logged in is not the who created the form

sandhyapati — Mon, 17 Nov 2008 05:08:48 GMT

Hi,

Can you follow the below steps 1. Add User field to Data source and add the rule to that field user is blank then set field value to the “userName()”.2. Add Conditional formatting to the fields by using the below steps3. Select first dropdown to User and in second Dropdown select ‘is not equal to’ and select “Use a formaula’ and enter ‘userName()’ and click ‘ok’

Select ‘Hide this control’ checkbox and click on ‘ok’.

Certain fields in the form should be hidden or disabled if the user logged in is not the who created the form

Jonah Raymond A. Lazo — Mon, 17 Nov 2008 04:05:39 GMT

Hi,

I've been working on a form for our company. I am having troubles in creating conditional formatting where in certain fields in the form should be hidden or disabled if the user logged in is not the who created the form.

Example:

User1 creates a form and then submits the form in to the SharePoint library. When User2 reads the form created by User1, User2 should be able to edit some fields in that form while the other fields can only be edited by User1 (who created the form) and an administrator.

How am I supposed to do this?

Thank you very much!