InfoPath Dev

What a wonderful knowledge you have of this product, thank you so much for sharing this tip, it sounds perfect. Kind regards Martin

Ok, so you are using a people picker in the form. In your other list with employees and departments, if the Employee field is a person or group column type, then you would be able to match on the account id to get the correct dept. Add a data connection to your list to your form, attach a copy of your form here, and I can help you.

I would just use the documents library and open in Word rather than Word Online, if your users don't like Word Online. I don't recall if you are using SharePoint On Prem or Online, but on our SharePoint Online site there is a three dot menu and the option to open in the app (see attached screenshot which is for Excel, but my guess is that ...

So, here's what I do, usually. Set the data connection to not run when the form loads (that will be an option in the data connection wizard, I think on the last screen - it is a checkbox). Then, in the form load rules, add a rule to set the archive query field to false, then add another rule to run the query.

Currently I can select my employee from the SharePoint "library".

I have created a data connection to my list and wish to retrieve list items where "archive = no". This is not dependent on any user choice but needs to load within the form as a drop down. The user should not have to do anything non archived items will automatically display. I know I need to set archive = no & query the data ...

Glad that did the trick - we all need a second set of eyes some days. :)

Thank you...That worked...been a long day...any other time I would have caught this error. Much appreciated!

When you select Full Trust under the versioning settings, you'll see an option to sign with a code signing cert. You can click Create Certificate to generate a temporary certificate. The other option is for the users to install the form, but then each user has to install it, and you have to trust them to re-install it when a new version comes ...

When you say "you do need to sign it". Are you referring to the Digital Signatures in the form options? If so, if I'm the one who signs it - can other users still open the form? Because one thing I did was create a personal certificate and it has an expiration date of 30. I was able to open the form after that. But now I can't ...