Questions tagged [infopath-rules]

InfoPath rules are specific instructions defined in an InfoPath form for handling formatting and actions. Rules may be run automatically when the form is loaded, when a specific field changes, when a button is clicked, or when some other condition is met. Rules can perform a variety of functions such as hiding/displaying fields, populating fields, and submitting forms.

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InfoPath autopopulate

I have a requirement where the user will type in a barcode then about 5 fields will auto populate from a list with corresponding information from that barcode. I have found numerous ways to do this ...
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25 views

List Validation settings (Required Fields)

I am trying make the Billing Status (Dropdown) field required only when the A La Carte (Yes/No) field is checked (true) or not blank (otherwise it is not required). Bascially, I only want to have ...
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27 views

If number between range, set value

I have an Infopath form that is calculating a percentage. I need to set a rule that if the percentage is between 80-100, set Field A's value to X. If the percentage is between 60-79.99, set Field A'...
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45 views

Make a date field 'read-only' after that the date as been entered

I have a form for my custom SharePoint List that, and I need to make a date field 'read-only' after someone goes in and fills in the date. What is the best way to do to this via InfoPath?
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20 views

Infopath view rule basing off existing form column

I have an InfoPath form that switches views based off users. That works fine. The form library has a column to track workflow progress. After the form has been approved by all approvers the column is ...
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1answer
81 views

Sharepoint 2013 - Conditional validation on mutiple choice lookup column

Scenario: Sharepoint form created in infopath with multiple views. One multiple choice lookup column needs to be "Cannot be blank" for only one of the views. I have removed the ribbon save button and ...
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1answer
46 views

1) Backup of Form library in Sharepoint 2010 with metadata

How to take a backup and restore infopath form library in Sharepoint 2010 without losing Metadata (Modified, Created, modified by and Created By ) fields. Appreciate any help. Thanks.
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171 views

SP / InfoPath 2013 form navigate to next record?

I'm trying to figure out the logic behind this solution, and need some help. I've have an InfoPath form connected to one of my SP lists, and everything works fine. The problem is that now I want to ...
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1answer
127 views

Showing text as link in InfoPath form 2013

Hi I am creating a InfoPath form using designer 2013. I am struck at a point where I am unable to make a url to show as text which can be clickable in the form once saved. How can I achieve this.
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237 views

How to save list data on repeating table InfoPath form in SharePoint

I have created list on SharePoint and insert list's Create the data connection. After that drag the list secondary field on InfoPath form in repeating table.The list data is get showing on the ...
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28 views

Error while Publishing in infoformlibrary

Hi, I have encountered this error while publishing info form list in SharePoint online library has checked all documents there is no duplicity or network issue. Help me to resolve this Thanks in ...
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1answer
37 views

Lookup field does not work

This is my first topic here, so I apologize if I'm not very clear. I have a form in Infopath 2013, and I created some lookup rules to populate a field. But this rule only works when I run it in ...
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11 views

Editing Form Item in SharePoint 2010 creates a new item

I have an issue when I edit an item in sharepoint 2010. I created the form in InfoPath 2010. After I click submit when I edit the form it creates a new entry. I don't know how to fix this. ...
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1answer
26 views

Need Help setting Rule for field to require Attachment before allowing a selection from a drop down,

I have a form field which has 3 different selections in the drop down, In Progress.. On Hold.. and Completed. Since the form is opened many times before marked complete, I do not need a code that ...
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1answer
13 views

In Infopath 2013, designing the sharepoint list form. Need Help

In Infopath 2013, designing the sharepoint list form, which has 5 Views, each belong to different Department: IT, Marketing, Sales, Customer Care. Question: When the Requester (User) submit the form,...
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1answer
66 views

InfoPath Form - Email multiple accounts based upon certain field selections

I am trying to build an InfoPath form which contains multiple sections. One of these sections contains a number of RadioButtons asking whether the user specified is a member of certain groups/...
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1answer
66 views

Unable to find field listed in InfoPath Rule Inspector

I am trying to publish my form but I get an error about validations referencing a field named "Title". The Rule Inspector states the Title= Missing Field, but I cannot find the column anywhere. I ...
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1answer
26 views

Infopath Form is being submitted after inserting values in People Picker/Inserting an attachment

My form is being submitted after inserting values in People Picker/Inserting an attachment. Why is this happening and how to prevent it? My form's behavior is not like this before, not sure why it ...
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1answer
392 views

Infopath hanging on “Sending data to the server” even though data was sent. but workflows don't begin

My InfoPath form had been working fine but suddenly any new entries after submit hang on "Sending data to the server". Oddly enough the new data is written BUT the workflows that should begin now do ...
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1answer
99 views

How can I validate that a number entered into infopath is divisible by 4?

Obviously it is for an HR form that only lets users enter increments of 4 or 8 for the value entered. So I figured one way may be is to take the inputted number, divide it by 4 and see if I get a ...
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225 views

the view contains nested formatting which is not supported infopath 2013

we are getting below error while publishing the form. the view contains nested formatting which is not supported infopath 2013
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118 views

Character limit on dropdown list

I have a list customized using InfoPath, The list has a dropdown list when the user selects this dropdown list, it brings huge data from an external list/data source and populated in this dropdown ...
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1answer
303 views

How to enable Collect signature in Infopath?

I am trying to access the collect signature in InfoPath form but it is not found on InfoPath designer form. Also the the signature line is not found on the InfoPath form. Some of the tutorial ...
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1answer
701 views

Auto populate a field from another list based on the filter

I have a scenario in which a ListA has two dropdown fields(dropdown1 & dropdown2) with look ups and a multiline field for description. Dropdown1 is a lookup for a listB called countries. Dropdown2 ...
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1answer
17 views

Field Appears Only with One Condition Not Two

I'm using InfoPath 2013 and trying to hide a field until a drop option in another field is selected. When I add one condition the field is hidden and appears at the right time. But when I add a "or" ...
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1answer
126 views

Set Fields value as

Using info path Using manage rules, I am trying to copy the value of field value, into a separate field. My issue is that when a value is chosen from the drop down, the field is populated correctly....
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1answer
1k views

Check If an Item by same title exists in sharepoint list then display that info in the Infopath form

I have a requirement like this. I have a SharePoint list named 'Examdate' which stores different CoursNumber, Semester and ExamDate. It uses an InfoPath form for entering the CoursNumber in the list. ...
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1answer
304 views

Rules Not working in Formating Condition in InfoPath 2013

When I add two or more conditions under one rule and try it in a preview, the rule does not work based on the conditions. However, when I have only one condition in the rule, it works. Any solution?
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3answers
155 views

How to display a field in my infopath form so the entry of that field should change based on the selection made from another drop down field?

I want to display a field in my infopath form. The entry of that field should change based on the selection made from another drop down field. For example, Whenever an item is selected from Courses ...
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1answer
439 views

Switching views on an InfoPath form using rules

I have an InfoPath form with a drop down option. What I want to do is that as soon as a user selects an option the form changes to that view. I've set a Form Load rule to switch to view X when X is ...
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1answer
283 views

Can you populate a Choice column using values from a single line of text from another list using InfoPath 2013?

Currently i'm trying to populate a Choice column in List A with data from a single line of text in List B. List A has the InfoPath form and contains 2 choice columns, Choice column #1 allows you to ...
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1answer
618 views

How to Validate Date-picker in Infopath in such a way that user should select only Future Month?

I have Datepicker in Infopath 2013 where I need to put validation in such a way that user should select only Future Months Date. Past month dates and current month dates should not be selected. Any ...
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1answer
29 views

Workflow: Set field1 to CurrentItem:ModifiedBy displaying creator instead of editor

I have set an action in a SPD workflow that if field equals 1 then Set field1 to CurrentItem:ModifiedBy but the field has displayed the creator of the item instead of the person editing it. How could ...
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65 views

How to display blank field in some columns in editform (infopath)?

I have a form and a button with some rules , what the button is doing is its submitting the data refreshing the page and openeing editform in the page with all those details submitted. But i want few ...
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383 views

InfoPath 2013 - Filtering Data Connection using dates

My current form filters the secondary data connection using an empID. Then I use formatting rule to hide non-overlapping period. Which works well but since our data is growing, I'm wondering if there'...
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1answer
91 views

Switching to a View after a second level of approval

I've got an InfoPath Form rule to switch the view after a form is submitted. I've got a Workflow behind the list. I've created a field in the InfoPath from called Form View with a default value of ...
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1answer
62 views

Switching back to the Default View if a Workflow approval is rejected

I've set up an InfoPath 2013 Form Load rule to switch view after a form is filled in and submitted. Works fine. How would I switch back to the original Default view for the user to edit the form if ...
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45 views

Setting Conditions on InfoPath 2013 to swap between four Views

I have four different Views/Sections of the form. When one view is filled in I want it to switch to the next when the form is opened again. I've set up a Form Load Rule so that when a mandatory ...
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2answers
507 views

How can you make a fields Read-Only after an InfoPath form has been submitted?

I have an InfoPath form with four different Views. What I'm looking to do is to have fields Read-Only after submission. So the user works through the sections one at a time. Would it be better to have ...
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1answer
446 views

Can InfoPath display specific user information after selecting someone in people picker

I am using InfoPath 2013 to create a form for SharePoint online. I want to use the 'Person/Group Picker' to select an employee and have InfoPath display various specific details about that person (...
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1answer
252 views

Restrict access to update sharepoint list via infopath

Not sure if this is possible or not, hoping someone has encountered, and resolved a similar issue. Data for my sharepoint list is gathered, and updated via an infopath form which i created. I would ...
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1answer
409 views

Getting an error in info path form in SharePoint when i click on submit or save button

When I click on submit button InfoPath form I am getting following error: The form cannot be submitted because it contains validation errors. Errors are marked with either a red asterisk (...
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1answer
6k views

how to set a fields value to equal another fields value in infopath Form?

I'm setting up a calculated field and I need to display a value from another field based on another field's entry. Example: If EventType equals "Down Time", set calculated field value to equal the ...
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2answers
617 views

Infopath Submit Button Rules not saving

I'm using InfoPath 2010 and I have 27 data connections programmed into the Form Submit button. I am creating rules to send the form using one of these 27 connections based on a Work Location drop-...
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1answer
442 views

Does anyone know how to make an Infopath field required on Mondays only?

I have a survey (or SharePoint list) powered by InfoPath on my SharePoint site. I was wondering if there is any way, using the rules functionality, to make two specific fields mandatory or required ...
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1answer
1k views

How to change the view of an InfoPath form only in edit mode?

I'm building a SharePoint app with a form utilizing multiple views for different stages. My form has the three standard views "display", "new" and "edit", which are automatically switched when ...
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1answer
3k views

userName() output is i:0# instead of display name

I am trying to make a form with SharePoint using InfoPath 2013 that has a button that changes a text field to the display name of the user editing it at that moment. I tried using userName() but I'm ...
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17 views

Disable this Control - SP2013/IP2013

I have an InfoPath 2013 web browser compatabile form with two views - read only and default. The default view has several fields that must be filled in. I have 3 different group of users that will ...
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2answers
1k views

How to create formula in infopath form

Good day! Just want to ask on how to create a formula in infopath form? i mean i dont want to connect it to SP list since its taking too long to load (tried it) So here's my scenario, I have a 2 ...
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1answer
682 views

How to show Autocomplete for text fields in infopath 2013?

I have one info Path form I want to implement the Autocomplete text box.When user Enter A show all the related value.This form is only open in info path filler how can I achieve this.