SharePoint

Questions tagged [infopath-rules]

Ask Question

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.

173 questions
Newest
Active
Bountied
Unanswered
Filter by
Sorted by
Tagged with
0
votes
1answer
25 views

SharePoint Automation

I've implemented InfoPath form (More than one view). and successfully published on SharePoint Document Library. i have some data actually which imported in SP from Excel. specific document recognise ...
0
votes
0answers
33 views

How to set dropdowns field data on Date and Time field?

I am creating an Infopath form in which I have Date, Hour, Minutes, Seconds and AM/PM fields, values are as in the dropdowns way. I want to set the Date, Hour, Minutes, Seconds and AM/PM. In this I ...
0
votes
1answer
19 views

Warning or error when incorrect number of checkboxes are selected

Good morning. I have a SharePoint list with a custom InfoPath form. One of the fields within that InfoPath form is a Choice field with checkboxes (multi-select). This field is not required, ...
0
votes
0answers
17 views

Sharepoint: Can I Manage Rules for 2 fields at the same time?

I have a list, and I have 7 fields: Country, subregion, product, category, email address, concatenate, concatenate2 Rule 1 Field Concatenate: If Concatenate = (Country),(Product) (ex. IndiaPantry) ...
0
votes
1answer
25 views

How to display warning message in InfoPath

I have two list boxes. When I select the different values from them, a alert message should appear and when I click OK , the alert message should disappear. Please suggest the way to achieve the ...
0
votes
0answers
13 views

InfoPath 2013 list form validation on amount SharePoint 2013

I have a InfoPath form with users entering amount in few of the fields(a, b , c), which are set as data type currency and a Dollar symbol is populated once the users enter the amount in these fields. ...
0
votes
1answer
61 views

How to call a SOAP GetListItems service on SharePoint InfoPath form?

I want to sort column alphabetically from the SharePoint list's column on InfoPath form drop-down, on the basis of two fields on form load. I am trying to call the SOAP web service on InfoPath form ...
0
votes
1answer
19 views

Sending an email from Action in InfoPath 2013

I have 3 lists: LUT_categories (News, Articles, Discussions ...) Subscribers (category, email address) Notifications (category, hyperlink to the item) When adding/changing items in ...
0
votes
1answer
21 views

InfoPath 2013 SharePoint Online Switch Views New., Manager, Admin

I have a web browser infopath form that has 3 views. Default view is the New once it is submitted an email is route to the Manager (view=Manager) based on permissions the view should show the Manager ...
0
votes
0answers
27 views

Populating values in a SharePoint List following a users input in InfoPath

I am trying to use infopath for a service support type portal, as part of this I have: A "Requests" SharePointList An infopath form asking for a users requirements using the above In this form I ...
0
votes
0answers
16 views

Redirect to SharePoint Home Page with InfoPath 'Cancel' button

I have created a form in InfoPath with two buttons: 'Submit' and 'Cancel'. The 'submit' button when clicked, submits the data to the list library and closes the form. The 'cancel' button when clicked, ...
0
votes
0answers
6 views

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 ...
0
votes
0answers
30 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 ...
1
vote
1answer
34 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'...
0
votes
1answer
47 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?
0
votes
0answers
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 ...
1
vote
1answer
137 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 ...
0
votes
1answer
51 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.
0
votes
1answer
229 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 ...
1
vote
1answer
222 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.
0
votes
1answer
300 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 ...
0
votes
1answer
30 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 ...
-1
votes
1answer
47 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 ...
0
votes
1answer
27 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 ...
0
votes
1answer
14 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,...
0
votes
1answer
78 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/...
0
votes
1answer
93 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 ...
0
votes
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 ...
0
votes
1answer
487 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 ...
0
votes
1answer
112 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 ...
0
votes
1answer
267 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
1
vote
1answer
147 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 ...
0
votes
1answer
350 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 ...
0
votes
1answer
760 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 ...
0
votes
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" ...
1
vote
1answer
173 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....
0
votes
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. ...
0
votes
1answer
368 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?
0
votes
3answers
193 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 ...
0
votes
1answer
534 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 ...
0
votes
1answer
314 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 ...
0
votes
1answer
753 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 ...
1
vote
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 ...
1
vote
0answers
73 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 ...
2
votes
0answers
424 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'...
3
votes
1answer
98 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 ...
1
vote
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 ...
2
votes
0answers
46 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 ...
1
vote
2answers
626 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 ...
2
votes
1answer
517 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 (...

1 2 3 4