InfoPath Dev

We did it using a SharePoint Designer workflow. See attached for how we did it.

If the Manager Name (people picker) is a required field, is there a way to say if the Vehicle Registration form is selected, to set the Manager Name field to "null", or not required? Right now, everything requested on the form, including those other embedded forms, require a Manager Name. The only form that does not require a Manager ...

See attached. I made a change on the Submit button in the employee section guessing that is where the original submit occurs. You may need this rule elsewhere - I removed the default and am just setting Filename if it is blank. Right click the attached file, save locally, right click the local copy, select Design.

Is this a list form? If so - maybe? I don't know - I'm not sure how complicated "can't be blank" rules are in lists. But you can certainly add to the rule to include all the form types that are involved. And then set the validation rule on a helper field that has a default value of the account Id from the person / group ...

Dear Ms. Hilary, I used Now() as default. Please see attached file for my form

Hi Hilary, thanks. We can't do this because the Manager's name is mandatory for several other form types that are on the same form where it is required. The "ManagerName" field is a people-picker. Could we do this in SharePoint Designer somehow?

Hopefully you've found a solution to this? I think you have to intentionally set the InfoPath form web part to get the data from that list - so it seems like this is something you would change in the web part connection if you don't want this behavior....

I'm sorry, I'm having a hard time understanding this question. You should be able to add a submit connection to your InfoPath form to submit to a library - no need to use SharePoint Designer. Hopefully that's helpful. If not, can you provide more details about why you want to use SharePoint Designer, and what its purpose is here?

Just use a validation rule for this. Instead of marking the field as cannot be blank, add a validation rule to the field - with two conditions: if manager name is blank AND form type is vehicle registration, show the message that the field can't be blank. See attached sample, right click the linked file and save locally. Right click the ...

Is your Filename field using the now() function as a default? Or are you using a rule to set it? If you are using a default it is likely that you are getting a new file name every submit. You'll need to modify the template in InfoPath designer, and add rules to set the filename field on the first submit only. Feel free to attach your template ...