InfoPath Dev

 Hi Jürgen, When you say "The Access rights to the library are okay" that, to me, implies that your users belong to a particular SharePoint or Active Directory group that has special permissions set for your library. What are the permissions you've assigned to that group?

 What version of InfoPath and SharePoint are you using? Is this a browser-based form?  InfoPath will automatically detect the username of the person who has opened the form, and depending on your answers to my two questions above there are different ways to detect the full name of the user and then record that name in the form when ...

For Rule2, you want to set Field 3 equal to Column C in the SharePoint list with the following filter on C: Column B is equal to Field 1.

 Hi Bruce,  What I'd suggest instead is creating a Web Part page on SharePoint.  You can then embed your InfoPath form in this page and configure it so that when anyone opens up this page, a new blank form will automatically be displayed.  That way, you can put a link to this page on, say, your homepage and say ...

 Hi Drew,  There are two options for running a workflow automatically: run when created, and run when changed.  What about deselecting the "run when created" option? That way the workflow would only run on existing items, which is what you want. Does that make sense?

 Hello from The USA!  What you need is a new True/False Boolean field in the form. For the purposes of my explanation, let's call this field Locked.  The default value for Locked should be FALSE.  Now, add a rule to your Submit button that sets Locked to TRUE when the button is clicked (i.e. no ...

There is no single formula to translate all of these different formats. What you want is a separate action rule for each phone number format. Each rule will have a condition checking if the phone number is format X, and if it is then you will have a translate function to translate the phone number into your desired 10 numbers 2 hyphens ...

 Hi Nancy, If you already have qRules installed, then I'd suggest using a generic blank InfoPath 2013 form instead of a list form. Then you can make the first 16 fields non-repeating and the other 6 fields can all belong to a repeating section. If you then use the qRules SubmitToSharePointList command, you can submit all of the fields, ...

 Hi Martin, Once your data is in a SharePoint list, there's an option called Export To Excel on the List ribbon at the top. If there are columns that you don't want to export, just create a custom list view that doesn't contain those columns and make sure that view is selected when you export.   However, InfoPath ...

 Hi there,  Are you sending the invoice form as an email attachment? If so, then you can simply attach the PDF inside the form and then when the recipients open the form they can download the PDF attachment.