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You could try this - http://www.wonderlaura.com/Lists/Posts/Post.aspx?ID=200 then sort by Count Number column.
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You can use form load rules i.e. is X a member of X group. Set to y/n. Then you can hide/show 'sections' based on what x does or doesn't want to see.
Also you might want to filter the data and only put certain data on certain views of your form.
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Using a workflow you should be able to accomplish this.
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Why not add a hidden text field which just display the Display Name field of the people picker control?
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Forget the workflow for a moment.
The design of the form is pretty easy to achieve, each approver would have a view of the information at a particular stage of the process.
You could use form load rules to open the form at the correct view, when combined with a Form Status/Stage field,
You could have fields set to read only as required. ...
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List Settings>Item Limit. 30 is the default value.
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Yes, you can export to Excel and/or create an Excel Dashboard for managers with slicers etc.
You can also use the various chart webparts. Depends on what your reporting requirements are.
Note, if connecting to a SharePoint library, security is controlled via the SharePoint library permissions. i.e. if you don't see X in the library, you ...
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If you're pulling down a field from SharePoint, you'll have to refresh your data connection, making sure that you see the name change in the data connection fields.
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I've done this sort of thing in SP 2010, Although I've not used the Initation step, my details come form and InfoPath form.
In the string builder - I had to give the full path of the site/library/DocumentName.docx
Append the document extension i.e. .docx to the file name and include a fuller name for the path, then see what ...
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Can you post an example form?
Check the calculation - add some dummy test fields. What you think the max field value is - is that what the form things it is?