General

Re: Roles & Groups

Stephanie Cantwell — Thu, 16 Mar 2006 03:22:18 GMT

It is mentioned in the Microsoft Office Online: About specifying user roles for forms. It says "InfoPath checks user roles when you fill out the form, not when you preview it."

http://office.microsoft.com/en-us/assistance/HP011066051033.aspx

Sorry I should have mentioned that.

Re: Roles & Groups

brandt — Thu, 16 Mar 2006 01:11:38 GMT

no...has to be published first...its a shame that isnt in the 'manual' :)

Re: Roles & Groups

Stephanie Cantwell — Wed, 15 Mar 2006 21:27:17 GMT

I wonder if it has something to do with the order you have in your Manage User Roles dialog box. Here is a how to article regarding how InfoPath evaluates the user roles:

http://www.infopathdev.com/howto/tutorials/default.aspx?i=c45195edd08946279ac535ed5aee34dd

Re: Roles & Groups

brandt — Wed, 15 Mar 2006 17:39:22 GMT

Actually...it recognizes me as a Reader no matter if I explicitly set my name as a User name, or if I use a User Group to which I belong...

I have Reader as default...with conditional formatting on the Submit btn to disable the control if User Role <> 'Contributor'...regardless, I end up as a Reader on preview.

Re: Roles & Groups

brandt — Wed, 15 Mar 2006 17:26:20 GMT

I'm online...

Re: Roles & Groups

Stephanie Cantwell — Wed, 15 Mar 2006 16:50:43 GMT

I am not sure if this might be the cause of your problem; there is a note in Microsoft Office Online - Add a user role, and I quote "If you assigned groups of users to a user role, users belonging to that group must be online for the user role assignment to take effect. If a user is working offline, InfoPath uses the default user role to open the form."

here is the URL for that article if you are interested in reading it:
http://office.microsoft.com/en-ca/assistance/HP011066061033.aspx

Roles & Groups

brandt — Wed, 15 Mar 2006 16:02:08 GMT

I am trying to use roles to allow only a certain group of users to use the Submit button...seems to work fine with individual names , but it doesnt appear to pick up the group ... I have established a Security Group and added myself to it-but yet when I preview the form the form puts me in the 'Reader' group instead of the 'Contributor' group...when I preview using roles-the form displays properly.
Two groups: Readers & Contributors.
Using SBS2003.