Views

Re: Views - User opens the wrong view

Diana Hallam — Fri, 15 Feb 2013 08:35:41 GMT

I did use the form load rules for other users. For the supervisor issue, I ended up hiding confidential sections in the form if username did not equal the name in supervisor or approver fields. Thank you so much for your form load suggestion!

Re: Views - User opens the wrong view

Hilary Stoupa — Mon, 11 Feb 2013 16:11:34 GMT

Hi - You might try some form open rules - switch the view for the conditions that the user's role is Supervisor and status (or whatever the field is) equals approved. In IP 2010, form open rules are on the Data tab in the ribbon - in 2007, I think you have to go to Tools / Form Options to get to them.

Views - User opens the wrong view

Diana Hallam — Mon, 11 Feb 2013 05:57:48 GMT

There are two views. One (supervisor view) that is displayed when a supervisor opens a form. Another (facilities view), after the form is approved. There are two user roles. One for supervisors another for facilities. I have a supervisor who is a member of both user roles but only sees the supervisor view. How do I get a supervisor that is a member of both roles to see the facilites view after it has been approved? There are fields values that can be used to determine if a form was approved.

Thank you in advance.

Diana