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Re: Switch view based on user login

warrtalon — Thu, 29 Oct 2009 14:17:55 GMT

That's a 2007 function, so you don't have a way of getting username that I know of. 2003 is about to be obsolete with the release of 2010, so if there is any way you can convince your organization to move ahead at least to 2007, it would benefit them (and you) immensely. Office 2003 is very old now.

Re: Switch view based on user login

krishna — Fri, 23 Oct 2009 23:34:07 GMT

I tried to use this method, but as I am using Infopath 2003,Design checker says 'Username() function is not supported. Is there any other way to switch views based on user name for already saved forms.

Thanks

Re: Switch view based on user login

warrtalon — Fri, 24 Jul 2009 16:02:43 GMT

Glad to hear. Always good when it's a simple fix.

Re: Switch view based on user login

gowtham — Fri, 24 Jul 2009 14:24:27 GMT

Hi Warrtalon,

I changed the rule as you said and it worked fine.

Thanks a lot.

Re: Switch view based on user login

gowtham — Fri, 24 Jul 2009 14:22:59 GMT

Hi Warrtalon,

I changed that rule as you said and it worked just fine.

Thanks a lot.

Re: Switch view based on user login

gowtham — Fri, 24 Jul 2009 12:51:36 GMT

I don't have Active directory installed on that machine. I just practice on that machine. So security is not an issue. Thanks for the advice Patrick. I will keep that in mind.

Re: Switch view based on user login

Patrick Halstead — Fri, 24 Jul 2009 06:42:33 GMT

good idea from Clay, but you know relying on local machine usernames is just bad practice since it is not secure at all

Re: Switch view based on user login

gowtham — Fri, 24 Jul 2009 02:54:03 GMT

This sounds more relevant. I will try this tomorrow and let you know.Thanks for the help.

Re: Switch view based on user login

warrtalon — Fri, 24 Jul 2009 02:48:07 GMT

Just like you're switching the view. Before switching the view, make this rule:

Set a field's value user to userName()

Then, switch view based on user.

So simple you could kick yourself, yah? Hopefully, that's all it is.

Re: Switch view based on user login

gowtham — Fri, 24 Jul 2009 02:42:54 GMT

Hi warrtalon,

Thanks for the quick reply. That might be the reason. I'm using the default value. Can you tell me how to store userName() using rule?

Re: Switch view based on user login

warrtalon — Fri, 24 Jul 2009 02:22:02 GMT

Probably not. Are you storing userName() in the hidden field using a default value or a rule? If you use a default value, then that value sets once and never changes. If you use a Form Open rule, then it sets the value for the current user each time it's opened. This is detailed in my blog above. Perhaps this is your issue?

Re: Switch view based on user login

gowtham — Fri, 24 Jul 2009 02:06:54 GMT

Hi Warrtalon,

I don't have any reason for that I know its just one way and I'm going in that way. Do you think that is causing problem?

Re: Switch view based on user login

warrtalon — Thu, 23 Jul 2009 23:38:09 GMT

Why using an XML source like that instead of a basic SharePoint contacts list?

InfoPath – User Roles in Browser-Enabled Forms Using Contacts List

Re: Switch view based on user login

gowtham — Thu, 23 Jul 2009 22:57:38 GMT

Hi Patrick Halstead,

Thanks for the reply. I'm not using Active Directory users so I don't have the DOMAIN problem and thats the reason why the switching is working fine when the NEW form is created in the document library. But the problem is that

its not working fine for a saved form ie., when user fills and saves the form to the document library and approver1 logs in the same old view that is saved by the user is being visible. Did you get what I'm saying?

Re: Switch view based on user login

Patrick Halstead — Thu, 23 Jul 2009 22:42:13 GMT

Wait, doesn't Active Directory require "DOMAIN\" to be prefixed for the user names?