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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How do you create SharePoint shortcuts that work in your onedrive and the web version?

Good Morning/Evening, How do you go about creating a .lnk that works both in windows explorer and the web version. So far when creating folder shortcut (.lnk) but on the web it just shows as a broken ...
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RE: Autopopulate People picker with mutiple emails from existing data connection based on Muti-Select list box selection- Infopath

I have been using InfoPath 2013 to create a list form. I need some help in SharePoint InfoPath auto-populating people picker with multiple-person email. explaining the requirement in detail: My form ...
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How to create a condition that log in user has already created a list item ? (in InfoPath form)

I created a custom list with some fields and designed this new item form in Infopath and users enter the data here what i want same log in user open new item form here i want to show a drop down filed ...
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Override a default field value from a data connection

I am trying to override a field value that has a default value which has been pulled in from a data connection. When the field is blank I want to set the value "N/A". My form field is a ...
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How to deselect the child selection while unchecking the parent selection in InfoPath multi select cascading dropdown list

I have a multi-select cascading dropdown list in my InfoPath form - it displays city based on the state selection inside the repeating table - this works fine. The problem is, once the user selects ...
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InfoPath 2010 from dropdown list not showing choices when conditional formatting rule applied

Another "driving me crazy" I add a dropdown list box to my infopath form publishing to SharePoint 2013 list. I add a formatting rule to highlight field. Works fine in preview, when I publish to ...
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Calculating difference between two date picker fields in number of days in infopath

I am trying to calculate the difference between two date picker fields which should result the value in number of days in infopath. I tried number(substring(field1, 9, 2)) - number(substring(field2, ...
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Why is my Form Load rule not changing a value?

My InfoPath form has several sections that I've configured to be hidden when associated checkboxes are checked. When the form opens on SharePoint, I want the values of these checkboxes to be set to ...
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Auto poplating an infopath form field depending on the input of another dropdown field

I am creating an infopath for a sharepoint list where there are two fields - Type of defect (TOD) and defect priority (DP). TOD is a dropdown control and DP is a text box. I want DP to populate ...
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Infopath form load rule set value filter not working

This is driving me crazy. Super user here (not IT). I have an infopath form tied to populate a sharepoint list. On a field in my form, I have a drop down list. I want to populate that drop down ...
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Info-path view item issue

I am using info-path set up rule to display fields as per the rule. The rule is working fine in edit and new item, but if you go to view item, that is behaving strange. the rule is not applying in ...
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Is there a way to remove the decoration ( underline ) of a hyperlink on an InfoPath form?

Is there a way to remove the decoration (underline) off a hyperlink on an InfoPath form? I have a header that also serves as a link to relative data however it would look much better without the ...
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Validate attachment in browser enabled infopath form

I have a browser enabled Infopath form and in that there is an option to upload attachments. I want to restrict the attachments to be jpg/ jpeg only. Is it possible to resolve this? Any help is ...
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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 ...
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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, ...
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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 ...
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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 ...
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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 ...
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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 ...
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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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