Enable and Disable the features upon Approval - InfoPath Dev
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Enable and Disable the features upon Approval

Last post 09-05-2022 01:13 AM by mzaheer_abbas. 4 replies.
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  • 08-30-2022 07:03 AM

    Enable and Disable the features upon Approval

    Hello to everyone, This is my first post and asking for kind support please! Reference to attached .xsn file following are required or doable. 1-Once submitting the request creator cannot able to modify the form again. 2-Once creator enter the supervisor email, only entered supervisor can able to Approve only his part. 3-Once supervisor approval manager can able to approve his part and so on. *********************************************** Email notification for each I can create for each step for approved or rejected with SharePoint Designer. Regards,
  • 08-30-2022 05:00 PM In reply to

    Re: Enable and Disable the features upon Approval

    Hi - welcome! So I might just add some view switching rules on the Form Load rules to handle for this, or you could use rules to disable controls in the form - up to you. But for the first item, for example, if the result of the userName() function is equal to the creator account (/dfs:myFields/dfs:dataFields/my:SharePointListItem_RW/my:Author/pc:Person/pc:AccountId) then you could switch to a read only view, or you could add rules in the form instead to disable controls in that case, so the creator can't edit. I think similar rules would work for the rest of the form as well - the userName() function will return the account id of the current user - so when you are looking for the supervisor to approve their part, you could disable any controls where the current user name is not equal to the supervisor account id (/dfs:myFields/dfs:dataFields/my:SharePointListItem_RW/my:Supervisor_x003a_/pc:Person/pc:AccountId) and so forth. :)
    Hilary Stoupa

  • 08-30-2022 09:39 PM In reply to

    Re: Enable and Disable the features upon Approval

    Thank you very much Hilary for answering my quire. Sorry I’m not that good in InfoPath is it possible for you doing this like attachment which i have attached or kind detailed steps please or If possible to do the first part and i will try to do the rest please. Once again thankful for your support.
  • 09-01-2022 08:24 AM In reply to

    I added the form load rule, a read only view, and conditional formatting on a couple of controls on the edit view. It is challenging with list forms - I can't test any of my changes, so they may not be right, but hopefully will at least point you in the general direction :)
    Hilary Stoupa

  • 09-05-2022 01:13 AM In reply to

    Re: Enable and Disable the features upon Approval

    Thank you very much Hilary, When i tried to load the form in sharepoint and gave the permission as contribute to all employees (And if i don't give the permission as contribute he (Supervisor) will not able to edit the form). In supervisor section once he approved and submit, he can go back and edit the form again with contribute permission. Is it possible to disable once he will provide the approval he cannot able to edit it again and similar to all the rest of approvals. Or guide please if Thanks once again.
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