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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1answer
233 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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2answers
506 views

How to display only date 2/2/2016 in infopath form?

I have a date picker which will be calculated based on the below formula: addDays(ColumnName, 15) when i submit the form in list is shows as 2/2/2016 12:00:00 AM with time, I need only 2/2/2016 . I ...
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1answer
74 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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3answers
3k views

Open a new form after submit using rules

I am using InfoPath 2013 for developing forms for use in SharePoint 2013. To the question, I am looking for a way (hopefully no code) to open a new form when a user submits a completed form. ...
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1answer
946 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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4answers
5k 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 ...
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1answer
285 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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2answers
1k 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 ...
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1answer
45 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
320 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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4answers
9k 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
770 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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0answers
233 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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1answer
771 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
72 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
442 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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2answers
930 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" ...
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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
6k 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
751 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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1answer
4k views

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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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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1answer
1k 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
28 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
42 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
212 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
299 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
2k 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
373 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
465 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
1k 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
414 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
198 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
279 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
908 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
1k 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
510 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
237 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
958 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
39k 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
4k 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
9k 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
106 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
867 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 ...