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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34 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 ...
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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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15 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 ...
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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 ...
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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, ...
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790 views

Pulling Data From Sharepoint List with Infopath 2013

I am trying to get an InfoPath 2013 form to interact with a SharePoint list which has 6 columns currently: ID upc name cost price I am working on a basic InfoPath form with the following ...
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792 views

Problems with “Do you want to save changes” dialog box - InfoPath

I have an InfoPath 2010 form published to a SharePoint 2010 library. Every month, project managers use the form to create a progress report on their project(s). Here's the scenario: Let's say the ...
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749 views

Add items in List as well as save form in document library

Can we save item in list through infopath and save the item as form in document library. Means the data should be saved at both the places simultaneously(list/library) on a button click without using ...
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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
1k views

Creating new copy of Infopath form to allow user to resubmit to library as new copy

I created a form in which once in status approved I am planning on having a new view which would be read only for the customer. Our customers need to have access to the library to look at their ...
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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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639 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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913 views

Update InfoPath form field value in SharePoint Online document library?

I have saved InfoPath Form in a Form Library & also saved field values in separate columns, now I have retrieved one record in InfoPath Form 2013. I'm trying to update Status columns value from ...
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642 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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949 views

InfoPath form has connection to SQL server, but form data is not being submitted and stored in db table?

I am created one submit rule which it has the action 1) query using a data connection: Main connection 2) set a field's value @fullname = 1. I need help creating a second rule inserting all the field ...
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993 views

How do I blind specify value into drop down list?

I created a list which contain column type is Choice (menu choose from) -- Display choices by Drop-Down Menu ex. IM 2.12, IM 1.021, IM 6.012 and allow user 'Fill-in' choices; user can freely to '...
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How to add hide/show section toggle to InfoPath form?

MS Word 2013 has this great feature. You can define sections of a document with Headings. You make certain lines headings by highlighting the text and choosing the Heading 1 Style from the ribbon. ...
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Getting an error when I submit InfoPath form

I've been attempting to update an InfoPath form on a Document Library. The form works by having custom submit rules and data connections that allow the form to be submitted in specific folders. During ...
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1answer
3k views

People Picker not getting populated in the Sharepoint site

Here i am facing some weird issue. I have a People Picker, which is being populated from a SharePoint list based on the selection in the dropdown. The data connections are made properly and the ...
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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
1k views

Switching views when sending email infopath

I have a form with two views, the user view and approver view. The approver view is an exentension of the user view. How do I have a email sent from the user view but have the approver view show in ...
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2k views

Infopath Textfield Autocomplete

I have list of staff in database and it has more than 1000 records I created a Dropdown in Infopath but searching a record through Dropdown from more than 1000 record is very time consuming. what I ...
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Infopath: How to set a default value based on view

I have created a Leave Request site within my organization. I have a list which hosts the 3 following leave types: Annual, Special and Sickness. I have a choice field in the list named "Leave Type" ...
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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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1answer
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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1answer
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
95 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
1k views

Save Conflict Issue?

I have a form that in the form loads rules does the following: Check if Locked: if Locked = TRUE AND if Locked != userName() then Switch to read only Locked view, do not run any further rules Lock ...
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1answer
94 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
47 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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1answer
184 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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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
144 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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251 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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1answer
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
39 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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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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2answers
2k views

Infopath 2013 - Auto Populate in User information

I have an Infopath form, with fields, Username, Email Id, Work Phone Number. I want to populate Email Id and Work Phone number of that particular user, whose name is filled in Username Column/Field. I ...
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1answer
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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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1answer
70 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
72 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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2answers
20k views

How do I make new fields appear in the form based upon the selection of an option button in InfoPath 2010

I'm new to using InfoPath. I am looking to have new fields (both the label and control) appear in the form based upon a previous answer. For example: Do you like to go to the movies? then I have two ...
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1answer
411 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
100 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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235 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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123 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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3answers
2k views

Open a new form after submit using rules

I am using InfoPath 2013 for developing forms for use in SharePoint 2013. To the question, I am looking for a way (hopefully no code) to open a new form when a user submits a completed form. ...
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1answer
313 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 ...