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.

91 questions with no upvoted or accepted answers
Filter by
Sorted by
Tagged with
3
votes
1answer
96 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
votes
0answers
228 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
0answers
400 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
votes
0answers
45 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
58 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
741 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
1answer
31 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
106 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
172 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
130 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
144 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
68 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
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 ...
1
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/ ...
1
vote
0answers
89 views

SharePoint 2013 workflow from InfoPath 2013 form library

I've created a form in InfoPath 2013 with multiple view. 1st view - Requester (with Submit and Cancel buttons) 2nd view - Action By (with Submit, Approve and Reject buttons) 3rd view - Approved By (...
1
vote
0answers
37 views

Workflow to “Check Out” List Items - Help Needed on “Cancel” and “View” Modes

Long time lurker, first time poster! I have a SharePoint 2010 list that will be used to manage Personnel. When an employee has been with the team for 1 week, an email goes out to 3 different ...
1
vote
0answers
82 views

Verify all check boxes in a repeating table are checked

I have created a very simple form in InfoPath. There is a part where I have added a repeating table. One column of the repeating table is a check box. My requirement is to set a textbox field with a ...
1
vote
2answers
933 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 ...
1
vote
1answer
41 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?
1
vote
0answers
221 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 ...
1
vote
0answers
69 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 ...
1
vote
0answers
706 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 ...
1
vote
1answer
130 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?
1
vote
1answer
379 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'...
1
vote
0answers
228 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 ...
1
vote
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 ...
1
vote
0answers
471 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 ...
1
vote
1answer
1k 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 '...
1
vote
0answers
316 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 ...
1
vote
0answers
334 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 ...
0
votes
0answers
11 views

InfoPath 2013 list form validation on amount SharePoint 2013

I have a InfoPath form with users entering amount in few of the fields(a, b , c), which are set as data type currency and a Dollar symbol is populated once the users enter the amount in these fields. ...
0
votes
1answer
43 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 ...
0
votes
1answer
16 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 ...
0
votes
1answer
18 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 ...
0
votes
0answers
27 views

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 ...
0
votes
0answers
13 views

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, ...
0
votes
0answers
6 views

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 ...
0
votes
0answers
26 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 ...
0
votes
0answers
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 ...
0
votes
1answer
48 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.
0
votes
1answer
202 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 ...
0
votes
1answer
262 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 ...
0
votes
1answer
29 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 ...
0
votes
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 ...
0
votes
1answer
13 views

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,...