Views

Form Load

Froman — Wed, 02 Jun 2021 20:37:44 GMT

I have an infopath form with 4 different views, currently I have the form load based on a choice field, which works well about 75% of the time. Is there a way to have the form load take you to the current view when edit is pushed?

How to check the current logged in user email in infopath?

Ilovetigray — Sun, 12 Nov 2023 18:40:19 GMT

I have an application of infopath. it has 5 views(pages)

the last view page has a button to approve or reject.

the user will are going to approve or reject on this page are known( 2 users).

I want to make the approve or reject button active if these users are logged in, but for other user it will be disabled or I want to make the page only accessible for these two users while it will not be accessible for other users.

can you suggest any solutions?

Submitting a different view via email

shabbaranks — Fri, 21 Apr 2017 10:20:08 GMT

Hi - yep me again :)

I'm trying to re-arrange the way a form is submitted. The completed form looks like a form but I want to then submit the collated data in a basic method - so I created a second view which has the inputted data. Ive added a rule which when the user submits the form it changes to the "basic" view and submits the form via email. The problem is the email received is blank (but the form contains data prior to submitting).

Any thoughts as to why this is or if Im going about it the wrong way?

Thanks

FV - Switch Views?

dapklp — Wed, 28 Apr 2021 14:19:57 GMT

I have a Web form (InfoPath) that switches views in a special case based on whether or not a field has a value, but in converting it to FV I don't see "Switch View" as an option when I moved the On Load rules to finishedLoading, so I set about to trigger the switch view based on a field's value after finishedLoading is done, but I don't see Switch View anywhere. All I see are "Set a field's value," "Query for data," "Submit data," and "Send data to a Web Part."

Form will only print default view

CGlover — Sun, 28 Mar 2021 10:01:17 GMT

Hi, I have a desktop form created in Infopath 2013 with a number of views. Whichever view I select I can only print the default. I have been using IP since 2003 and never had this problem before. Does anyone have any ideas? Thanks Clive

Permissions for an Infopath Form views that is connected to a SharePoint List

DS7298 — Wed, 14 Oct 2020 12:54:51 GMT

Hello I was wondering how I would put permissions on a SharePoint custom list form views. The form has three separate group designations. Right now I have an option button for each.

AA, ALMP, and AFDW and a corresponding dropdown with a list of codes. Like this:

When the user opens the form only the column with the buttons shows. Once the user selects a button the corresponding dropdown appears. This is a version 1 of a large solution. For version 2 my customer wants this process automated by permissioning this view of the form which is called Change Existing, so that if the user is a member of AA then they only see the AA dropdown when they open the form and they will no longer be able to see either of the other two buttons. Is this possible to do OTB? Also just so you know the dropdowns are calculated fields that are filtered from a very large data connection.

Hoping you can point me in the right direction.

Thanks Donna

Is it possible to duplicate data in different views?

ShawnW — Thu, 16 Feb 2017 17:28:13 GMT

I have created a form with several different views. A user will enter data in the user view, which contains several text boxes and drop downs. Later, an engineer will view the form in the engineer view (views are restricted based on sharepoint lists). I would like some of the user entered data to be displayed in the engineer view. The engineer then disseminates the work into additional team views. I was hoping I could simply copy the sections containing the data I want displayed, but the copied fields say that data cannot be displayed correctly.

Is there an easy (or any) way to accomplish this?

Thanks for any help!

Shawn

Infopath Appears different on different computers

Teresa.Wood — Fri, 22 Apr 2016 23:23:31 GMT

Hi. I have created a number of infopath forms for my office to use with specific formatting so it looks right and print well. However, on some people's computers the font is much bigger and/or the active portion of the page is narrower. When the forms are printed they maintain the formatting of computer that it's viewed on. Any ideas whats causing this and how to correct it?

View related->calculated column

Netaji J — Wed, 12 Feb 2020 12:29:41 GMT

USER VIEW: In my browser based form, i have a drop-down field which name is "country". (Drop-Down values: Others, UK,IND,USA). again i have created text field next to drop-down which name is "countryOthers". so, here, im trying when user select "Others" value from "Country (drop-down)" then Country goes to hide and "countryOthers (text field)" will be appear because in drop down country is not available so allow to enter manually. and submit the form. This all are hiding\unhiding working fine. so issue is, i have created a calculated column (Country Name) ->wrote formula = ([country]<>"Others",[country],[countryOthers]) Infopath Form: while filling form select "Others" value from "Country (drop-down)" and i enter "Nepal" and submit the form. SP LIBRARY: In the SP library, when i check details under "Country Name(Calculated)" showing "Nepal" correctly. if i open above submitted form using Item hyperlink. infopath form will open and there is two buttons: USER VIEW & INTERNAL VIEW. if i select USER VIEW and above submitted form can see and another option that is select INTERNAL VIEW then move to another view, in that same fields i have (country & countryOthers). but issue is i can't see their "Nepal". there showing "Others" how i achieve this?

Two Part Question

Ruenells — Tue, 22 Oct 2019 17:35:47 GMT

I have two views Manager and Ops I have three fields in a repeating table that are required. However, I cannot submit the new entry because the 3 fields are required and it is throwing an error in both views. I have want to allow the new form to be submitted and using workflow route the next view to the manager and have these 3 fields be required. Same after the manager updates their part route to the Ops view and have them update theirs. I tried to use validation rule and it stopped me as well as the fields are required for the manager and ops. How can i do this. I saw a post that was vague that said you can do this by setting the view in a field i cannot figure out how to do that. SO if we can have a solution to one or both of my issues I would appreciate it. Dorinda

Mandatory fields only in the view your in??

buzzby — Mon, 16 Jul 2007 08:32:30 GMT

Is it possible to have mandatory fields based on the current view. I have a form with 4 views. Each view is a slightly different form that required some mandatory fields. At the moment of course ALL mandatory fields must be filled in before you can save a form. Is it possible to make the form so that only the mandatory field in the view you are in need to be filled in?

Thanks in advance

Change controls between view and maintain selection

Ruenells — Thu, 17 Oct 2019 18:17:35 GMT

I have a new form that uses drop-down information to select and sometimes pre-populate other fields. I have a manager approval view and an operations approval view as well. I want to change the controls from the drop-down to the selection that were populated and not lose the data. Is this possible? I am asking this as when I put everything into a section i thought i could make the section disable the section and make it read only but that doesn't seem to work and I cannot make the drop-downs read only. Any help would be appreciated. Dorinda

Infopath not showing expanded on certain PCs.

Stephan — Thu, 11 Jul 2019 16:08:19 GMT

Hi. When opening a form it does not view fully in infopath. One user it show correct (expanded) and the other one it shows small. I cant get the smaller one to view like it must view. Where can I upload to check.

Setting different views in workflow?

jriker1 — Wed, 27 Mar 2019 16:47:44 GMT

Not sure if this is the right place or right title. What I'm trying to do:

1. User fills in form with their stuff. Right now there is an IT ONLY area at the bottom that technically they could edit.

2. When the user completes their part, it will conceptually route for IT Review and then Approval. I really don't care if that review is an approval step if I can edit the IT ONLY area.

3. Form is locked from the user editing it after it's submitted.

Any examples how to do this?

I'm also good with if there is a user view that doesn't have the IT ONLY part in it and one that does if I can make sure the right people can only see and edit their stuff.

Prefer to create this thru InfoPath if possible.

Thoughts?

Thanks.

Formatting of informatio on views

jjdeutsch — Mon, 20 Aug 2018 15:15:03 GMT

I am not an InfoPath expert and need some help! I have a form that has main view for data entry (call it the DATA view) and a second view (call it the MESSAGE view) that organizes the info from the DATA view into an ASCII WYSIWYG message formatted to our specs, which users may choose to copy and paste into another program. The MESSAGE view requires text be only 40 characters wide. Is there a programmatic way to parse the data such the the MESSAGE view will break-up words as soon as a line hits the 40 character limit? As it is now, users have to reformat the info in the MESSAGE view manually after a cut and paste. Thank you for ANY help! : ) Jeff

'Current View' list order

exemplaris — Mon, 18 Jun 2018 17:20:41 GMT

Is there a way to change the order of views in the 'Current View' list? I want to place the most relevant views at the top. This does not need to be dynamic, I want it permanent. currently, the views seem to be ordered randomly.

saving editions in Infopath 2013 works fine for all views except one

Takele — Fri, 30 Mar 2018 16:47:43 GMT

Hello

I wanted to edit a form in InfoPath 2013. The form has multiple views. The edits work fine in all views except in one. I usually check my edits in a preview before publishing it. The error I got when I tried to see the changes in a preview was like this:

InfoPath cannot open a new form.

The form template is not valid.

InfoPath cannot open the following view: Inspection Report
The following view file is not valid: view1.xsl
The .xsl file is not valid XSL.
A reference to variable or parameter 'uniqueItems' cannot be resolved. The variable or parameter may not be defined, or it may not be in scope.

Unable to do Selection in Infopath Form

Om Pandey — Thu, 01 Feb 2018 05:03:25 GMT

Hi All, I have an InfoPath form , in that I have 5 View . I want show the button for each view as per user level. for that I have created a list having two column UserLevel and User. Now when any user trying to access the view , I will check the level of user , for that I have created to textbox one is UserLevel and UserName(UserName()) UserLevel textbox value : UserLevel [User = UserName] (From List)(From List) (From View) and this UserLevel Text box I want to compare with formatting in Different views button :(example ) UserLevel != '2' then Hide Problem in Selection : It is hiding the button for all user even if genuine user also. Can anyone help on this . Thanks in Advance

Print View Settings not working

Karen Doherty — Wed, 29 Nov 2017 10:06:20 GMT

Hi to the InfoPath Community! I have been using InfoPath for about a year ... But recently I have come up with a problem and would really welcome your insight. One of the top requirements of the project is that the end-user can print one of three views directly on an A4 page. In setting up the form, I made sure to keep all text boxes, fonts, etc. of a size that would not push the boundaries of an A4 page. And on screen it looks neat and tidy. However, as soon as I go to Print Preview or Print, the page becomes almost twice the size, and half of the form disappears (the right side). (It appears inflated, or excessively padded). It does not matter if I actually print, or create a .pdf. I have created a 'Print Version for This View' but the problem remains. Any help would be much appreciated! Thank you Karen

Making a copy of a view in Infopath 2010

mklauss — Wed, 16 Aug 2017 22:35:56 GMT

I've read a few questions and answers about this but so far I haven't found a way to make it work.

I've designed an InfoPath 2010 form for Suspending people so it emails the appropriate groups and has quite a few other rules associated with the form. Now what I want to do is make two copies of that view in the same template so I can set up separate views to perform Transfers and Terminations. Since they are both similar to the Suspensions view I want to keep all of the rules and fields and then change what needs to be changed to make it specific to it's function. So far, when I've tried to copy the view using Ctrl A, Ctrl C and Ctrl V, it loses some of the rules and some of the fields. I feel as though I would have to go line by line to find the missing items and it seems like I should be able to just make a complete copy of the first view. Is there another way to copy the view?

Open document's library item in specific view depending on situation

tm___ — Fri, 31 Mar 2017 21:46:26 GMT

I created an approval form for my documents library, which contains some views. Approval system is created in SharePoint Designer 2013 using Assign Task actions. Approvers are informed by emailing them that they have to approve or not specific attachment in documents library item. And because standard view is pretty big (it contains more than 150 controls) I want to split in on smaller parts. Then, when approver will open this form by clicking on link from task email he will see this form in specific, "smaller" view, where he could easily find attachment to approve. I created a picture in which you can see about what I am thinking (it's just a simplification, in my form I will split view not on 39 miniviews but on 7-8): http://i.imgur.com/Lh21yaq.jpg Is this possible in InfoPath 2013?

Infopath View not switching in browser

zaydaan — Sun, 03 Jul 2016 08:34:44 GMT

hi i have 2 views (view 1 & view 2). view 1 has a button that switches to view 2. The view switches sometimes perfectly but sometimes it goes to a blank page in the browser. it works perfect on infopath client. thanks.

Switch views for participants in parallel blocks

nklinh22 — Sun, 03 Jul 2016 03:08:31 GMT

I followed the video on utube to setup approval workflow. Using action, state, we can use rule for form load and switch role when state changes. However, in parallel block, when I have 3 different participants, the views got mixed up. Let say I send document link of different views to A B C and workflow only continue when A B C complete all their tasks. But if A open the link first, the views switch to view A. And when B C open link the view is still view A. They can't submit form to proceed the approval process.

Show view according to user which is set on load time

12Solutions — Fri, 17 Jun 2016 06:28:28 GMT

i want to show relevant view to relevant user...

I have 2 views Name View1 and View2

i need to pick and verify user from SharePoint group automatically.

suppose i have 2 groups

1) groupSupervisor ( it has 3 users may be 4 or 6 in future we can add in using SharePoint )

2) groupManager ( it also 4 to 6 user in and even more in future we can add in using SharePoint )

i want show view1 to groupSupervisor User's

and View2 to groupManager Users

Thanks In advance

Export InfoPath-form to pdf-file with individual name

Smeets — Fri, 08 Aug 2008 08:16:35 GMT

Hello,

I have a problem to export an InfoPath-form to pdf

If the form is filled out, I want to make a pdf-file of it with an onclick-butten-event.
here is the code that I use:

Sub print_OnClick(eventObj)
Me.CurrentView.Export("C:\MyView.pdf", ExportFormat.Pdf) //VB-Code
'XDocument.View.Export("C:\\MyView.pdf", "PDF");
'this.CurrentView.Export(@"C:\MyView.pdf", ExportFormat.Pdf); //C#-Code
End Sub

If I implement this code, I can't open the form. It throws an exeption, that the form can't be opened.
I tested all lines of code, but no one works.

I also want to give the pdf-file a name like name_ID.pdf
Is it possible to do this with the following code:
var name = XDocument.DOM.selctSingleNode("//my:name").text; //VB-Code
var ID = XDocument.DOM.selectSingleNode("//my:ID").text;
XDocument.View.Export("c:\\name +"_" + ID + ".pdf", "PDF");
Is it possible to do this all in JScript?
export the form with an individual pdf-file-name to the pdf-format programmatically?

- Form is fully trusted
- I have the rights do save data at C:\

The form is built up in Infopath 2007
I also installed the add-in "export to pdf or xps"

Hope someone can help me.

Best regards,
Matthias