How can I restrict WHO can sign a form? - InfoPath Dev
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How can I restrict WHO can sign a form?

Last post 04-28-2009 11:19 PM by Patrick Halstead. 2 replies.
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  • 04-28-2009 07:08 AM

    How can I restrict WHO can sign a form?

    We're moving our hospital's committee minutes to Infopath (2003) in order to track action items, attendance, etc. (any data we can wring out of it, we'll at least try), but I'm wondering how to restrict the signing to a select group of individuals (i.e., the chairperson, co-chair, etc.).  Is this even possible, or must I allow for any fool that wants to sign it the ability to sign?  Our minutes are on SharePoint...the only thing I can think of is that as long as the person doesn't have write access to the site, they won't be able to save the document that they signed.  This would mean that I can restrict access to the SharePoint site to only those that I would be okay with signing the minutes, because only those people could save the signed version of the document.

    Does this make sense at all?

  • 04-28-2009 09:04 AM In reply to

    Re: How can I restrict WHO can sign a form?

    In Sharepoint, I believe you can set the ppl you want to sign the form with Contribute site permissions whereas everyone else would have Read Access. I'm not familiar with InfoPath 2003, but does it allow for user roles? Maybe you can create a special view for certain roles.

  • 04-28-2009 11:19 PM In reply to

    Re: How can I restrict WHO can sign a form?

    Hi Tim Noonan and welcome!

    Easiest way would be to use User Roles and have conditional formatting based on the user role that hides or shows a section which contains the signature block. If you need to sign the entire form, then you could have two views. One which has the signature, and another which doesn't and switch the views on Open using an Open Rule. With InfoPath Designer, check out Tools->User Roles and Tools->Form Options (Open Rules).

    Of course, you'll want to leverage OCampOD84's suggestion as well.

    Patrick Halstead
    Project Manager at Qdabra
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