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Filter Form Library based on logged in user

  Asked By: Jessika    Date: May 07    Category: Sharepoint    Views: 2838

I have a form library (using infopath 2007).And users will submit
their forms.I am trying to capture the current user name.

Now i want to display only those items which the current user is
involved (Applying some custom views).Is there any scenario which
can fullfill my requirement.

I tried the Current user filter webpart but not displaying based on
the logged on user.

I tried to create a custom view with Filter as FormUser = [Me] but
it does not work as the filtering is based on infopath column.



5 Answers Found

Answer #1    Answered By: Breann Beach     Answered On: May 07

What version of Sharepoint? You should be able to connect to Active
Directory for the user  information and their Security Groups and OU's

Answer #2    Answered By: Timothy Hall     Answered On: May 07

We are using the Forms Services on MOSS 2007.

I can use the modified by or created fields to filter  based on AD
and OU's.

But i have a few information on my InfoPath form  like
Manager Name
Vice president Name
Reviewing Officer Name
Managing Director Name.

So i want to display all forms which satisfy the condition as

Form which has Manager Name = Current User
VP Name = Current User
MD Name = Current USer

But after publishing the infopath  farm and applying a [Me] in filter
it throws an error "[Me]" cannot be used on text items.Any updates
pls reply ASAP.

Answer #3    Answered By: Ian Powell     Answered On: May 07

Could you create a calculated column and use an equality test, then
create views based  on the value of that calculated column? I can't
recall offhand whether this is doable.

Answer #4    Answered By: Osvaldo Winters     Answered On: May 07

Yes, I believe that you can.............

Answer #5    Answered By: Kylie Gill     Answered On: May 07

Have you tried filtering against the Created By or Modified By fields in
your view rather than trying to capture the user  name in the form?

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