Code

Re: Hide button in the form for requestors

Patrick Halstead — Sun, 25 Aug 2013 01:57:19 GMT

Doreen - thanks! I owe you one.

Tesoro - forget about user roles or whatever. Just add fields to your form. One field for userRole. Another for workflowStatus. Set these fields in rules and then add formatting rules to hide-show based on them.

keeping it simple & silly (KISS)

Re: Hide button in the form for requestors

Doreen — Wed, 21 Aug 2013 22:05:21 GMT

I am using IP 2007 so steps may be different but to set up user roles go to Tools > User roles.
Add User role by entering individual user names (from Active directory, Ex: dns\username), by group, or a name from the form.

In your control properties under conditional formatting (in 2007 its on Display tab), add a condition if "User's current role" equals (or is not equal to) <role you created>, do something (hide, disable format font, line etc etc)

Re: Hide button in the form for requestors

Tesoro — Tue, 20 Aug 2013 10:19:22 GMT

Could anyone tell me how o do this step by step?

Re: Hide button in the form for requestors

Tesoro — Tue, 13 Aug 2013 10:05:18 GMT

Hi Patrick, Thank you for your answer. But for me it is not so easy :( I have Infopath Filler 2010. I know how to do formatting rules but I don't know: How to do a workflow status? How to set the user role? Where and how to do this? How to connect this with the button? Do I have to specify all users in e.g. sharepoint? I will be grateful if you could tell me what should I do step by step or for any hints, tips. Thank you in advance for response.

Re: Hide button in the form for requestors

Patrick Halstead — Sat, 10 Aug 2013 19:08:10 GMT

Hi Tesoro,

It's easy. Just add formatting rules to hide your buttons when certain conditions are met based on the workflow status and current user role.

If you are using browser form (not InfoPath client) you can substitute user profile name (GetUserProfileName in SharePoint) for the user role.

If you have a workflow section with multiple buttons and you want to hide the entire section, just add the formatting rules to the section.

Easy peazy!

Hide button in the form for requestors

Tesoro — Fri, 09 Aug 2013 14:38:25 GMT

Hi, I created an infopath form (in Infopath 2010) which has 2 buttons: 1) Send for approval 2) Approve I would like to make something to hide button Approve for requestors (in form) and make it visible only for approvers (in form in e-mail). How I imagine the workflow? User filling in the form and click Sent for approval button (there is linked approver email) – the approve button is not visible to requestor. The form is sent to approver (outlook) who received the e-mail and has only the Approve button (there is linked other email). At the end the form is sending to other person to whom email is linked in Approve button. My questions are: how to do this to hide the button Approve in the template form for requestor and make it visible in the form in email for approver? how to do this to hide the button Sent for approval in the form in email? I think that I should use the Rules and custom code option in the button but I am not sure and have no idea very small knowledge in programming. Please, help me to find a solution. (please, please, please) :) Thanks.