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

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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1answer
942 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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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
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
126 views

Saved form when submitted creates duplicate

Is there an easy way to prevent a form from creating a duplicate when submitting a saved form?
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1answer
277 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
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
2k views

how to make Infopath form textbox allow only alphabets

I am trying to create a textbox in info path form with following criteria: 1.) Length should be 1-50 characters . 2.) It should not contain any digits. 3.) It should contain only letters from the ...
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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
396 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
949 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
375 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
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
3k views

InfoPath 2013 : The form cannot be submitted. The user does not exist or is not unique

I have created a list form which has two text columns Text1 and Text2 that are populated from another list. There are 2 fields - Text1 and `Text2 on the InfoPath form that are populated using a data ...
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1answer
817 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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1answer
779 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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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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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
226 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 ...
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1answer
876 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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2answers
36k views

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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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
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
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
850 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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2answers
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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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
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
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
467 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
746 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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1answer
518 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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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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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
578 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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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
240 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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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
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 ...
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0answers
469 views

How to add a line feed in multiline column displayed in list view

I have a list with a column of type "multiple lines of text", which is updated by concatenating several other columns together when I save the item. I want to control the formatting of the list view ...
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1answer
539 views

Check for Valid User via Button

Ok, so I have a form that has multiple views, some read only and some editable. Each form has buttons to open the other forms in either edit mode or read only mode based on a field being set to ...
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1answer
982 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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2answers
5k views

Infopath Regex for 7 - 15 characters with atleast one digit and character

I am trying to create a textbox in infoth form with following creteria: 1.) Length should be 7-15 characters 2.) It should contain at least one digit 3.) It should contain at least one character 4.) ...
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0answers
313 views

Infopath repeating section drop down duplicate value check

I have drop down list on repeating section which is populated with "Languages" list from XML file. I would like to restrict duplicate language selection in the drop down but it's not working. Here is ...
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0answers
331 views

InfoPath 2013 - select specific checkbox after select item from droplist

I try to modify form (SharePoint 2013 Online) using InfoPath 2013 to select check-box after select item on a drop list. I have two lists: Clients and Job List. On Clients I put client name and select ...
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1answer
938 views

compare 2 multiple list box control in infopath

I am working on Info Path . Scenario is :- I have 2 multiple list boxes control and if the values in the 2 multiple list boxes not matching then set the text Box A value to fail and if value matches ...