SharePoint Integration

Re: Sharepoint & Infopath 2013 - Change view by Role

CheezItMan — Mon, 28 Apr 2014 01:17:45 GMT

Unfortunately I can't seem to get it to connect in Sharepoint online without errors. I did find a way around the problem.

I created a list with the types of budget requests and who can approve them, and when the form loads if the title is not blank and the current user is in the list of approvers, it redirects to the approval view.

Re: Sharepoint & Infopath 2013 - Change view by Role

donstephen — Mon, 28 Apr 2014 00:57:21 GMT

Hi,

I believe that the User Profile Service still works for SharePoint 2013 and it should be able to the current user's information and you could use that to hide/show sections and/or switch views. However, you may encounter some issues with SharePoint 2013 so I am recommending this webinar hosted by Hilary. Hope this helps.

Regards,

Sharepoint & Infopath 2013 - Change view by Role

CheezItMan — Sat, 26 Apr 2014 10:01:54 GMT

I'm looking for a good tutorial with Infopath 2013 on changing the view a user sees on a form by the role they are in, either via a Sharepoint Group, or if I have to membership in a Sharepoint list.

Can someone point me in the right direction?