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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.

9
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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. ...
5
votes
4answers
4k views

How to make a field appear only when a selection from a drop down list is selected?

I want to make an entry field appear only when a certain selection from the previous drop down list is selected. For example, I want the user to select from (laptops, desktops and scanners). I ...
5
votes
1answer
250 views

Restrict access to update sharepoint list via infopath

Not sure if this is possible or not, hoping someone has encountered, and resolved a similar issue. Data for my sharepoint list is gathered, and updated via an infopath form which i created. I would ...
4
votes
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 ...
4
votes
1answer
871 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 ...
3
votes
1answer
424 views

Does anyone know how to make an Infopath field required on Mondays only?

I have a survey (or SharePoint list) powered by InfoPath on my SharePoint site. I was wondering if there is any way, using the rules functionality, to make two specific fields mandatory or required ...
3
votes
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.
3
votes
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. ...
3
votes
1answer
3k views

How to Display Friendly Error Message in InfoPath

I have a validation rule in InfoPath that fires if RequestStatus = Ready and Value (Color control) is not present or in this case blank shown below: Below screenshot shows when the validation kicks ...
3
votes
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 ...
3
votes
1answer
1k views

Infopath 2010 rule on people-picker behaves as expected for new items, but fails for edit form

Using the standard solution of autopopulating a person field with the current user(data connection with web service and the form load rule similar to this ) I discovered that the solution works fine ...
3
votes
1answer
91 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 ...
3
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0answers
219 views

infopath 2013 multiple selection listbox showing blank value

I create new blank from and add on multi-select drop down bind the value form SharePoint List Lib when i open the from for filling it showing no of item blank value in my Multi Select . How to Remove ...
3
votes
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 ...
2
votes
1answer
26 views

Customized infopath form

I have a SharePoint 2010 form library and a want the users to submit data in 2 different times, but the second time that the user edit the form I want the the data that he previously insert can not be ...
2
votes
1answer
409 views

Adding spaces with InfoPath

Is there a way to convert strings to string like this. 'ABCD1234' -> 'ABCD 1234' 'ABC1234' -> 'ABC 1234'
2
votes
1answer
404 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 (...
2
votes
2answers
7k views

Is it possible to set a rule on a People Picker control in InfoPath

I have an InfoPath form below: Below is what I'm trying to accomplish: If Status = Assign New Designee then Assign Alternate Designee (People Picker Control) cannot be blank and requires to be ...
2
votes
1answer
999 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, ...
2
votes
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 ...
2
votes
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 ...
2
votes
1answer
933 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 ...
2
votes
1answer
545 views

InfoPath - Copy values from Secondary Database Connection into Main Database connection

I was Hoping that someone could help me with the problem that I have been having, I am trying to copy one repeating field from my Secondary Database Connection into my Main Database Connection. The ...
2
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0answers
369 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'...
2
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0answers
44 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 ...
2
votes
0answers
56 views

Generate the edit Path of Infopath for Document library item

We are creating the item in document library from SharePoint List designer workflow and on it's item creation in document library we are loosing edit path of infopath for item in library, which is ...
2
votes
2answers
672 views

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" ...
2
votes
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 ...
2
votes
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 ...
1
vote
2answers
473 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 ...
1
vote
1answer
2k views

How can I modify/view existing Form Submit rules/actions?

I am trying to just view (look at) existing Form Submit Rules. I know I can click on the Rule Inspector but this doesn't tell me what the rule/action is doing. When I click on Form Submit, I can see ...
1
vote
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 ...
1
vote
1answer
248 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 ...
1
vote
1answer
3k views

Submit fields in an InfoPath form to multiple lists

I would like to create an InfoPath form that submits two fields to one list, and two fields to another list. Could I use a button with rules that bind to multiple data connections and then promote ...
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 ...
1
vote
1answer
260 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 ...
1
vote
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--...
1
vote
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....
1
vote
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, ...
1
vote
1answer
25 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'...
1
vote
1answer
64 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 ...
1
vote
1answer
107 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.
1
vote
1answer
111 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 ...
1
vote
1answer
112 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....
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
64 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 ...
1
vote
0answers
17 views

Disable this Control - SP2013/IP2013

I have an InfoPath 2013 web browser compatabile form with two views - read only and default. The default view has several fields that must be filled in. I have 3 different group of users that will ...
1
vote
0answers
164 views

How to Show Person/Group Picker Values in Text Box in InfoPath? [closed]

I want to show selected Person/Group Picker value into my textbox in InfoPath 2013? User select the contact form Person/Group Picker i want to show the selected users into my textbox.
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vote
0answers
26 views

InfoPath 2013 strange behavior

I have an InfoPath form with 5 page views each dedicated for specific functionality. I also have a workflow that will trigger based on certain fields in the form. When I click on Submit button the ...
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vote
2answers
43 views

Form with set of unique permission

How to create a form with unique permission access: Like If I want to submit a form to A team. Only A team should edit and rest all team should view or read. also, next time when I submit the form/ ...