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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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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917 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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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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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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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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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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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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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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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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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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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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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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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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845 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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401 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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803 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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778 views

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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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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296 views

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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180 views

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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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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128 views

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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88 views

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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27 views

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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38 views

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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162 views

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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35 views

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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514 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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1k 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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2answers
41k 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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43 views

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
79 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
69 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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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
124 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
434 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
95 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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476 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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1answer
608 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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597 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
32 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
59 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
30 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 ...