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Please share so that others may learn.
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Glad to hear. Always good when it's a simple fix.
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Can't do a browser form, so you have to custom code a form or send your data from the form library to some other list and then show that web part. It would only show the list data (fields promoted to the library) and not the form itself.
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Just like you're switching the view. Before switching the view, make this rule:
Set a field's value user to userName()
Then, switch view based on user.
So simple you could kick yourself, yah? Hopefully, that's all it is.
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Probably not. Are you storing userName() in the hidden field using a default value or a rule? If you use a default value, then that value sets once and never changes. If you use a Form Open rule, then it sets the value for the current user each time it's opened. This is detailed in my blog above. Perhaps this is ...
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It's not fine. One of your data connections is not working and is not pulling down data. The form will work normally other than that data connection(s). Does this form have the UserProfileService added?
What did you mean by "upload"? You don't upload form templates - you only publish them. If ...
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Why using an XML source like that instead of a basic SharePoint contacts list?
InfoPath – User Roles in Browser-Enabled Forms Using Contacts List
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You need to properly filter based on the CustomerID in you form, and those selections must exactly match what is in the SharePoint list so that the filter works.
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It should be happening unless you have an existing form that didn't change when you re-published the template. This concept is very simple and is something I use on just about every form I create. The only way it won't switch views on an already-submitted form is if you have a condition telling it to only switch in certain ...
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Probably because you set the rule on itself. Rules fire when something changes on the field where you applied it. To set a vlue on 3rdPartyBudget, you'd need to put the rule on the dropdown field that is being selected that would then fire the data into this field. That's probably the only thing you're missing...
If ...