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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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2k views

How do I stop rules on submit if validation fails?

I have multiple rules on my submit button, which I need to process only if the validation passes. Currently if I have validation errors, the other rules run and change the views and the function on ...
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1answer
167 views

Info-Path buttons grey out or hide automatically when not needed

I created a infopath form that is divided into views and put some buttons to switch the views. I want the last two buttons will only work during a month of August and December. And rest of the time, ...
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1answer
63 views

Workflow staus values - how to find the numeric value of a manually defined custom workflow status?

I have a long and complex workflow with many stages and steps written in SharePoint Designer 2013. The workflow is associated with a SharePoint library that was published from a form designed in ...
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1answer
781 views

new form - edit form -display form load very slowly

we have large custom list in sharepoint 2013. these items are around 10000. recently new,edit,display form loaded slowly. forms take a long time to load, about near 2 minutes. forms customized with ...
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1answer
249 views

Moving a choice field in Infopath form

I have 2 lists - both containing a multi-choice field with the exact same possible selections available. I would like to be able to use a rule within an InfoPath form to "set a fields value" from one ...
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4answers
8k views

Is there any way to save(not submit) a Infopath 2013 form on button click?

I want to just hide the ribbon and place two buttons in the form- One for "Submit" (we can simply apply Action Rule to achieve this) and second for "Saving" the form. I cannot use Managed code here. ...
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1answer
40 views

Infopath 2013 Reapeating table Rules issue

I have Office Professional Plus 2013 with InfoPath 2013. I am trying to set a rule in repeating table properties but rules button is disable. Any idea why I cannot set rules?
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1answer
250 views

Sharepoint 2010 InfoPath form validation

I need to set validation in Sharepoint 2010 Infopath form single line text box as field only allows 5 Alpha and Numeric character types. For limiting char I followed below step. Using textbox ...
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1answer
546 views

How to show read-only in a view of InfoPath form

I have a InfoPath form with two different views first view is having title, team name and notes1 and a submit button. Once user submits the form for first time it stores data in list. In the second ...
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1answer
646 views

field cannot be blank only on a certain view infopath

I have a field that is only on a certain view(which isn't the first one) and I want to set it to cannot be blank. Is there anyway I can do this without it throwing the error that its blank on the ...
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0answers
216 views

Infopath rules on form load, multiple values in a multiple selection box in 1 rule

I have a multiple selection list box and I want to set up a rule when the form loads. The rule just ticks the boxes of 2 values that are already in the box. Is it possible to do this in one rule? I ...
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0answers
68 views

Infopath form people picker help

I have an infopath form with a people picker that has multiple selection enabled. What I want to achieve is to be able to split the accountid selected into multiple textboxes. Currently I can get ...
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0answers
428 views

InfoPath validation rules not working

I have customized a nornal SharePoint list with InfoPath that will not allow users to upload any attachments with special characters. However when I click on the Submit button, though the form cannot ...
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1answer
38 views

How can I restrict item number to item name

I would like to do something similar to this how-to, but with a twist. | Item Name | Item Number | Store | Quantity | | ------------- |:-------------:| -----:| --------:| | Red Apple | ...
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2answers
5k views

How to install Infopath Designer 2013 and Software Requirements

I'm new in Infopath development, trying to develop Infopath forms from my local machine. Does anyone have some information related to Infopath like: Downloadlink for InfoPath (Designer) 2013 How to ...
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0answers
687 views

Repeating tables with different default values

So am I making an InfoPath form that pulls in data from an inventory list and I have a drop down that is populated with all available items in the inventory, and when an item is selected it shows the ...
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2answers
2k views

InfoPath Form Save “Draft” Option before submitting the data

I would like to to save InfoPath form as draft with required field before submitting the form. It should save as the form as draft when user clicks on Save button. How can I achieve this ...
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1answer
1k views

InfoPath Form auto populate drop down from drop down

How do you set InfoPath drop down choice fields to auto fill based on user selection from a primary field that is connected to a list with training courses with fields for course titles, type, source, ...
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0answers
27 views

SharePoint/infopath: New item form, show past items

We use SharePoint 2010 list (not libraries). We have a list of equipment, and a list of support tickets. When a user creates a new ticket, I want the form to show the past tickets at a glance for that ...
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1answer
276 views

Is there a way to prompt an email send from sharepoint from a checkbox selection in infopath?

I have created a form that when submitted the status changes from blank form to submitted I would like to send an automated email when they submit it. Giving them direction for the next steps in the ...
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1answer
41 views

Revision of form creates new document with new title, looking to auto-delete original document

We have an InfoPath 2010 form published on SharePoint 2013 which faculty uses at the end of year to submit budget forms. Once the form is populated and submitted the template creates a title affixing ...
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1answer
1k views

How to hide a label in InfoPath when selecting an option on a combo box?

When an option is selected from the combo box, I want one label on the form to be hidden. Hiding Labels in InfoPath Designer.
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1answer
339 views

Infopath Run Action Rule before Validation

Is it possible with Infopath and SharePoint 2010, to run a Action rule before a Validation rule? When adding the rules it places Validation above Action with no option to move down. I am attempting to ...
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1answer
393 views

Revision of Form that does not overwrite original form creates an editable copy

I have a InfoPath form 2010, that is being published on SharePoint 2007. Currently once the user submits a form and the form is then reviewed and I have a text box to change it to approved upon this ...
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1answer
374 views

InfoPath customize action when button is clicked

In an InfoPath 2013 form that accesses a custom list, I would like to add functionality to the form. When a user clicks on a button, checkbox, and/or some other item, I would like to change a 'status'...
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1answer
945 views

Infopath Generate Unique ID

I have question about Infopath Forms. My condition is, I have an infopath form with multiple views. I have a workflow on form, that when the form is submitted, it passes through different views. Now ...
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1answer
190 views

url needs to include the InfoPath 2013 form

In a SharePoint 2013 workflow, I am currently sending out an email message that says we have received your list that you submitted. In that email message I want to give the user a url so they can ...
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1answer
261 views

Infopath Expression error phoneNumber

Currently I'm working with Infopath in french version and trying to insert an expression and it doesn't work. I'm wondering if it's the syntax problem. My source to do that :The instruction to create ...
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1answer
816 views

Comparing data in two text fields

I have two text boxes which compares the value in one text box with other. Assume Text Box 1 has value as 1234 and Text Box 2 has value 12345,123,12346. Now I will be graying out the text box 1 by ...
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2answers
2k views

Submit a New Copy of List Item

I have a SharePoint List that has an InfoPath Form template. I am encountering problem, I have a List Item and when Item is Approved I want to make a copy of it. What I did was when item is approved, ...
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1answer
468 views

Infopath Date Picker

Im new to Sharepoint and using Infopath Designer for my list creation. i have requirement, in list i have 10 Date field, user has to select 1st date other 9 dates will be auto populate that i did.Now, ...
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0answers
224 views

Blank fields in repeating table makes form un-editable

We have an info path 2010 webform on SharePoint 2010 with a few repeating tables using cascading drop down fields to gather info. The problem is when a user does not complete all the fields in the ...
4
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1answer
875 views

How to programmatically make textbox control read only in infopath

I am working on SharePoint 2013 office 365, Infopath 2010. I have a requirement when user selects "Approved" from the given dropdown list and clicks on save button then the text boxes in infopath ...
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1answer
3k views

Different rules for different views of InfoPath form?

For a list item's form: I'd like for the full view of the form to show up when a new item is created. Then, that gets routed for approval to Approver. I want the Approver to see a different view--...
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1answer
3k views

“GetUserCollectionFromGroup” - Unable to create a schema from the results of the web service call

I'm trying to use a web service call on SP2010 using IFS. The call I'm trying to use is "GetUserCollectionFromGroup". I'm having trouble getting past the "Set sample data" popup. Everything I've tried ...
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1answer
8k views

How to show/hide columns using info path, based if the login user is inside a SharePoint security group or not

I have the following form inside my SharePoint 2013 Issue tracking tool, which I edited using info path:- But I want to hide the last three columns , unless the login user is inside a SharePoint user ...
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1answer
97 views

Submit data to two different SharePoint lists

I am new to SharePoint and Infopath 2010, and i have been told to create a module to record bills payment. But i have an issue with making the bill reference field, an extensible field to allow one ...
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1answer
248 views

Setting an Infopath default value for Edit view

I've got a list with some repeating data, which is based on this tutorial http://salnikan.wordpress.com/2013/10/16/inserting-multiple-list-items-at-once-into-a-sharepoint-list/. Basically, the user ...
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1answer
33 views

Web Forms, Get submitted name for save?

I know how to submit and save, but I want the option to effectively have both to be truly available upon creation of the new document. Basically, I have multiple submission connections, and this ...
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4answers
848 views

Sharepoint Document Library within a Web Form?

As part of a InfoPath web-enabled form, we want to include the ability for form fillers to upload files and documents to a location outside the form (meaning no embedded attachments). We figured a ...
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1answer
49 views

Put in a First name from a list using a pulled username

I have my form so that when it loads it pulls the username of the user viewing the form but I want it to grab the associated first name from a list I have on the site. I've gotten it so that it puts ...
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1answer
26 views

Custom rule on an InfoPath control

I am creating a SharePoint list form through InfoPath. The form is a request form where the visitors can key in their various requests. I have one of the fields i.e. Status of the request. Now what ...
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1answer
464 views

Create complex rules in infopath form

I have an infopath form with two dropdown lists and depending on the vaues I have to choose the value in another third dropdown list, I have 40 possible combinations and I don't want to create 40 ...
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1answer
517 views

Set Rules on a Dropdown Values

I have a dropdown containing five values i.e. A,B,C,D and E. I want to set constraint for only two particular values say 'C' & 'D'. i.e. Only 'D' can be selected, if 'C' was selected before. Or, ...
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0answers
1k views

How to use the “Change REST Url” rule in Infopath 2010 when web service url changes between different environments

I tried to submit this question on StackOverflow but I had no luck. Here is how it goes : First of all, I'd like not to use code in the Infopath form template, if possible. Second, what i'm really ...
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2answers
1k views

InfoPath hide checkbox if RichText value is empty

I created a one table with lot of columns and rows. Every column has a Rich text box with filters from first page (if dropdown value is equal to X then show text on Rich text box). Wanna ask how to do....
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1answer
577 views

Infopath : Textbox Limiting characters

I have never created/worked on Infopath 2010 . I want to create a infopath form with 3 textbox . I should be able to validate the 1st textbox , 1.if the characters are more than 65 then start filling ...
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1answer
239 views

Add dynamic link to InfoPath multi-selection field

I had to modify a form using InfoPath in order to achieve a feature that populates a multiple-selection field with data returned from a query (similar to what this tutorial outlines). Before making ...
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0answers
82 views

possible to go through all the controls in a form to check if they have been filled or not on submitting the form to sharepoint?

I have built a form library in sharepoint, which will contain an info path form inside it. I wonder if it is possible in any way to iterate through all the controls inside an info path without the ...
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1answer
71 views

Field not saving via form load rule?

I have a form that has a people field on it (Username) and a multi-person people field on it (Editors). A form load rule populates the Username field with the current user and another rules uses a ...