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Hey, as long as it works. You could also have added a column to your list for a person / group picker for the approver as well, then you would have been able to have that data in your secondary data source. But this is fine too. :)
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just typed in based on our names in our address book at work so when it pulls Dexter, Jaimee lets say, that correlates to the workflow to send an email that is tied to my display name within our directory.
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I kind of did a work around. I created a hidden section where I added a current user and user ID. Current user is my calculated field of get the user logged in. and the user ID is a value I set from a rule on my manager approve (display name) field. example if manager = Dexter, jaimee then set fields value to i:0#.w|enterprise\jdexter. Then I ...
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And does that list have a column that is person / group for selecting these approvers? Or is the display name just typed in?
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from a separate list in our SharePoint :(
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Ohhh, that makes it harder. InfoPath doesn't have any options built in that would get you that display name. Where does your dropdown get its data? Is it hardcoded, or from a list?
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I love this! thank you! I just can't get my current user value to match my approver which is in display name form that is chosen from a cascading drop down within the form. Can I do the same but have the username formatted in display name? which currently looks like, Dexter, Jaimee, for example. ( my user name is jdexter)
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I don't know about using workflow / impersonation for this. In terms of just showing / hiding a button if the person who opens the form is the one with permissions, here's a simple sample form. Save the attached form locally then right click the saved form and select Design to open in Design mode. You don't mention if you are using ...
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Reading this, it’s seems like this is exactly what I’m looking for. Any chance you tutor? Is it possible to connect via zoom and we can walk through this?
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Oh, I'm sorry! Are you using FormsViewer on-prem? I think you are... what version of FormsDesigner do you have? You can find that from the upper right hamburger menu -> About FormsDesigner. Please email support@qdabra.com to schedule a FormsViewer update - it seems like it may be a good idea to get you updated. In the meantime, I can ...