How 2 change submitted infopath form view according to logged in User? - InfoPath Dev
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How 2 change submitted infopath form view according to logged in User?

Last post 10-06-2011 03:48 AM by Karsten Brocksieper. 3 replies.
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  • 11-25-2010 02:51 AM

    How 2 change submitted infopath form view according to logged in User?

     

    Hi,

    I have infopath form that contain three section
    1. User
    2. User's Supervisor
    3. Hr Coordinator

    Corresponding this section i have three views. Now i want to do something below:

    When User fill the form and submit to user can view only User section.When USer's manager logged in and open that submitted form then it should show SuperVisorView. And when Hr Coordinator logged in it should show FinalApprovel View. HOw can i do that ti my published form.

    Bhavin A Sankhat
    Filed under:
  • 11-25-2010 04:57 AM In reply to

    Re: How 2 change submitted infopath form view according to logged in User?

    Hi,

    You will need to add user roles to your form. Here are some links, but a quick Google search will reveal more resources. Good luck.

    http://msdn.microsoft.com/en-us/library/bb251015%28office.12%29.aspx

    http://blogs.msdn.com/b/infopath/archive/2007/01/10/implementing-roles-in-browser-forms.aspx

    Ernesto Machado
    Qdabra® Software/ InfoPathDev.com
    The InfoPath Experts – Streamline data gathering to turn process into knowledge.™


  • 10-06-2011 03:01 AM In reply to

    Re: How 2 change submitted infopath form view according to logged in User?

     

    Hi, I have infopath form that contain three section 1. User 2. User's Supervisor 3. Hr Coordinator Corresponding this section i have three views. Now i want to do something below: When User fill the form and submit to user can view only User section.When User's manager logged in and open that submitted form then it should show SuperVisorView. And when Hr Coordinator logged in it should show FinalApprovel View. HOw can i do that ti my published form.

    In this case, how do i transfer the contents of the User to manager view? pls provide me with some pointers.

    Many Thanks

  • 10-06-2011 03:48 AM In reply to

    Re: How 2 change submitted infopath form view according to logged in User?

    Hello joediaz,

    ... as an additional note to Ernesto´s answer I would like to inform you that roles are not supported in "Infopath Forms Services". So if you use browser-based forms I would highly recommend reading the following article for implementing roles in browser-based forms.

    http://blogs.msdn.com/b/infopath/archive/2007/01/10/implementing-roles-in-browser-forms.aspx

    Another way of accomplish a solution for this issue is to use "SharePoint" groups (User, User Supervisor and HR) and check for the membership of the SharePoint user in one of the specific groups if someone open a form. But this can (as far as I know) only realized with managed code. 

    Hope that helps.

    Regards,

    Karsten
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