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Resources Windows 7 OS, InfoPath Designer 2013, Character Map, Notepad Preparation In InfoPath Designer, we want to make sure we can see the panes for Fields and Rules on the left. To show the Fields task pane, click the Show Fields button at the very left of the DATA tab on the ribbon. To show the Rules task pane, click the Manage Rules button at the ...


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You want to add a conditional formatting rule to the field that you want to hide. The condition should be something like "ComboBox | Contains | Value" and then hide this control. I've created a combo box called field 2 with values Value1 and Value2. I also created a simple text field called field3. Now I want to hide field 3 when "ComboBox | Contains | ...


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Create a new field named "weekday" as type integer (whole number). Create a rule on your date field to set the value of weekday to the following formula: (number(substring(., 9, 2)) + number(number(substring(., 1, 4)) - (floor((14 - number(substring(., 6, 2))) / 12))) + floor(number(number(substring(., 1, 4)) - (floor((14 - number(substring(., 6, 2))) / 12))...


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At first, you need to install Office Pro Plus 2013 which includes InfoPath Designer 2013 (and InfoPath Filler 2013). For system requirements you'll need at least a 1 GHz processor and 1 GB RAM (32 bit) or 2 GB RAM (64 bit). And of course 3 GB HDD available space. To start develop, there are numerous of guides available, but a good place to start is at ...


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Assuming is infopath, you can create a new rule in your "RAM" Field. Select the "RAM" Field Go to properties tab > Manage rules On manage rules window, click "New" > "Formating/Format" Check the checkbox, hide this control. Create a new condition for this rule, something like: if "device" field equals to "Desktop" Or >> if "device" field equals to "...


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You can use a Rule to accomplish what you need using Michael Kay's Double Translate Method. For your field add a Rule of type Action. Use the Set a field's value action Use the current field . as the Field For the value use the following formula: concat(translate(., translate(., "ABCDEFGHIJKLMNOPQRSTUVWXYZ", ""), ""), " ", translate(., translate(., "...


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You can created a hidden checkbox field Submitted and check it when the user submits the data. If the field is checked, that section should be read only.


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I've had this requirement before, and each time I stray away from InfoPath and tell my users the only reasonable way is to use customized SharePoint list forms, edit/display/new. But in InfoPath, you would have to write code-behind in the InfoPath form, making it administrative approved. In the code, you would, upon submission of a document attachment, use ...


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This can only be done with code. You'd either need to write it yourself or use a tool called qRules from Qdabra Software. It's like an add-on for InfoPath that provides functionality that is not available out of the box. It's not free, but it costs less than a day's developer time.


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You can do it with sections and conditional formatting. Add a section and inside the section add the fields that you want to show/hide. Go to Section properties -> Display tab -> Conditional formatting and enter the condition. In your case the condition will based on whether the user has selected Yes or No in the field that contains the answer for the ...


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InfoPath Designer is part of the Office suite. Depending on your Office license it will be included. To install it, just run the Office installer and make sure to select it as a component to be installed on your PC. If you point your favorite search engine towards terms like "Infopath tutorial", you will find many, many materials on getting started.


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You could replicate this functionality using a field within the form: Some field: SubmitBool. once the form has reached a state that a submission would be appropriate set the SubmitBool value to true, and have rules change behavior once the value has changed. You could also do something along the lines of having a form status field, ie: Status = Open/...


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I got solution for my question. Open the form in InfoPath designer. Click on the textbox to add a validation rule. Set the condition as Field does not match pattern. Select the custom pattern and enter ([A-Za-z0-9])* in the custom pattern text box. Reference Click Here


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Add Script Editor Web Part to the form with the following type of jQuery code. Note that you will need to get hold of the correct drop down, so the jQuery selector for the drop-down is just a sample: $("input[title='Computer Type']").on("change", function (e) { if ($(this).val() == "Laptop" || $(this).val() == "Desktop") { $("input[title='RAM']...


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Create a rule in RAM field. FORMATTING RULE The rule condition should be if Drop Down is equal to scanners OR if Drop Down is Blank. Then check the "Hide this field" option. You may also need to put a clear rule. You will need this if a user, for example, selected laptop then selected a RAM value. Then changed his mind and selected scanners instead. You ...


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You cannot run a validation rule on a people picker field, however this is what you can do to achieve the same effect: You can create a single line text field. Set the default value of the text box to be populated by the people picker field (Display Name, Username (AccountID), or Account Type). Place the text field into your form Put a formatting rule that ...


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It's not a clean solution but you can try: Create rule for each drop down that will pass its value to a field. If NA is selected, value should be 0 (zero). So if you have 6 drop downs, you also have 6 fields that will hold these values.


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What you have mentioned in your question is the right answer to view existing rule actions on form submit . by Going to Data Tab > From the above ribbon , Just click on the Form Submit > and the Rule page will open for only Form Submit But the strange behavior is when you said I get a prompt to create a new one ! where you should get Rule Details dialog ...


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I too had this claims User Name issue with a people picker. Try adding another field and grab the value of your UserName() fields with a substring function. Here's an example: substring-after(AccountId, "0#.w|domain\") AccountID is a from the people picker. "0#.w|domain\" is the substring you want to remove.


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What you describe is called "cascading dropdown" and can be done in Infopath by using data connections to the lists involved. If you google the keywords "sharepoint infopath cascading drop down list" you will find many results on how to do this with InfoPath. My concern is that even though SharePoint online currently still supports InfoPath, you can't ...


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You could use versioning in the Sharepoint list/library, an then publish a major version from the draft.


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Not sure what version of InfoPath you're using, but I was able to create cascading dropdowns on an InfoPath 2007 form using Rules. When the first field isn't blank, populate the second dropdown using a data connection that filtered its values based on the value of the first dropdown.


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As pointed out by spenvilgenius, the Calculated Value control is the solution to what I was trying to do, which was to reuse much of the original form in a different view but make most of the fields read-only because they will have already been filled out for the particular view. Example in Designer 2013: Example in Filler (Preview): For showing a ...


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Yes, this is possible. You can add Last three field in section (Containers). After adding fields in section, add rules to this section to display only when login user is inside a SharePoint user group. You can add data connection having SharePoint user group there. And validate the same using rule applied in section. The blog http://blog.symprogress.com/...


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You might be able to work around it. You could have a simple check box field that defaults to unchecked and an additional person field that is unpopulated. On form submission, the check box field is set. Then you have a rule that checks if the box is checked and if so, set the secondary person field to the current user. Then on submit, set the original ...


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I just use a rule to set a field value on the submit button prior to submitting the data to Sharepoint. This builds a field that I then use as the fielname in the data connection.


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I had to drill down to the actual subsite address when creating the UserGroup web service data connection, then it found the group I was looking for.


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You could add a hidden field that tracks whether a validation rule has failed, ie have it set to 0 on load and set it to 1 if a rule fails. Then on each validation rule add a condition so the rule only goes through if the hidden field is 0. This will make sure only one of your validation rules will go through.


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Following Custom Pattern Work for me..... Field Name | does not match pattern | [a-zA-Z]([ ]*[a-zA-Z])*


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Have you tried this idea? 1) The first thing you need to do is disable the save/save as buttons, and instead of using those on your form, use a custom submit button (no code) by following my blog entry: Auto-Generating Filenames for InfoPath Forms. 2) Then, add a 2nd button that does the same thing, but make it so that this either uses a separate ...


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