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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InfoPath Form - Email multiple accounts based upon certain field selections

I am trying to build an InfoPath form which contains multiple sections. One of these sections contains a number of RadioButtons asking whether the user specified is a member of certain groups/...
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84 views

Unable to find field listed in InfoPath Rule Inspector

I am trying to publish my form but I get an error about validations referencing a field named "Title". The Rule Inspector states the Title= Missing Field, but I cannot find the column anywhere. I ...
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26 views

Infopath Form is being submitted after inserting values in People Picker/Inserting an attachment

My form is being submitted after inserting values in People Picker/Inserting an attachment. Why is this happening and how to prevent it? My form's behavior is not like this before, not sure why it ...
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440 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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250 views

the view contains nested formatting which is not supported infopath 2013

we are getting below error while publishing the form. the view contains nested formatting which is not supported infopath 2013
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325 views

How to enable Collect signature in Infopath?

I am trying to access the collect signature in InfoPath form but it is not found on InfoPath designer form. Also the the signature line is not found on the InfoPath form. Some of the tutorial ...
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1answer
1k views

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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1answer
332 views

Rules Not working in Formating Condition in InfoPath 2013

When I add two or more conditions under one rule and try it in a preview, the rule does not work based on the conditions. However, when I have only one condition in the rule, it works. Any solution?
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1answer
501 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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691 views

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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1k views

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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1answer
345 views

How to filter drop down list box based upon another Field?

I have drop down list box in Info Path form. I have list which contains large number of data. I have used this list as data data source for Drop Down list field I'm filtering the value base on text ...
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39 views

SharePoint General Rule

I have a field in SharePoint that I want to force if another field contains information (any date at all). Below I will explain: Below I have two fields (Actual CTR/On Time), I want to set a rule ...
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49 views

Change the Control of CAML XML fragment

I am able to update the Infopath Form to SharePoint List by following the msdn link,But it is accepting only text box control values Below are the fields which are in CAML XML fragment format,And I am ...
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127 views

How to change the theme or look & feel of form

Recently I have created the form in custom list however, it looks like word document. I want to standardize the form in such way that it should appear like standard form. Is there any way to change ...
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1answer
801 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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1answer
200 views

InfoPath 2013 Form Library workflow creation

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

InfoPath Rule to run when dropdown is blank

I'm drawing a blank and don't know what to do at the moment. I have a list with InfoPath 2010 and Designer 2013 running on it. Within the form, I have a dropdown control called Status, which by ...
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2answers
356 views

SharePoint 2010 Infopath Rule to hide section based on initiator

Creating a form in infopath 2010, I want to create a rule that hides a section of fields based on if the initiator equals a manager field value. Is there a way to set up a rule depending on who sends ...
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1answer
183 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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1answer
256 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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429 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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1answer
3k 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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1answer
955 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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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
280 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
351 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
191 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
811 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
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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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
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
751 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
535 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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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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83 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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168 views

Switch between views by current user or group in Infopath

I have infopath from with two forms.. So what i need to do is Switch those two views with current user group that logged into the system.. And im making this form to submit data into list not to a ...
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0answers
277 views

infopath 2013 getting the created item date

I want to get the created date and time of the item. I added a data connection to the list, for getting this value. But, when I try to assign the created value to my textbox , this shows me the lists'...
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1answer
43 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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2answers
1k views

How to create formula in infopath form

Good day! Just want to ask on how to create a formula in infopath form? i mean i dont want to connect it to SP list since its taking too long to load (tried it) So here's my scenario, I have a 2 ...