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Filter Form Library based on logged in user

Asked By: Jessika Rosales Date: May 07, 2008 Category: Sharepoint Views: 851

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.

Tagged:filter form library based on logged in user

5 Answers Found

Answer #1 Answered By: Breann Beach Answered On: May 07, 2008

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, 2008

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
etc.

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, 2008

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, 2008

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

Answer #5 Answered By: Kylie Gill Answered On: May 07, 2008

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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