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Infopath Question

  Asked By: Meredith    Date: Apr 10    Category: Sharepoint    Views: 1001

I want to create an infopath for that has two different sections, one of which
is hidden from the user that fills it out, and then becomes visable to the
approver that is looking at it to either reject it or approve it.
The run down is:
User wants to request to go to a class, so user fills out the information and
then submits. User can only see application info.
Users manager gets the form, which now includes a 'for internal use' type
section and can approve or deny based on choises in that section.
I have the option of hiding section, or just having it inactive to the user, but
active to the manager.
has anyone done this before, maybe can point me in the correct direction?



5 Answers Found

Answer #1    Answered By: Christian Waters     Answered On: Apr 10

I'd just put it in a section  whose visibility is turned off unless a
criterion is met. The actual criterion could be either (a) the user's ID
must be found in a list of approvers, or (b) some state indicator that gets
flipped when the form  is submitted. Maybe a combination of both would be
appropriate, depending on your business requirements.

Answer #2    Answered By: Virendar Bahudur     Answered On: Apr 10

that is what I am trying to achive, I don't understand how to add criterion or
how to turn off visablity, guess I should have metioned, I have never used
infopath before. Is there a blog that you could recomend for how to do this?

Answer #3    Answered By: Sierra Beck     Answered On: Apr 10

Apparently I need to start blogging about some of this stuff

The simplest way would be to open up the section's properties --
double-clicking is one way to get there -- and pick the Display tab. Click
the Conditional Formatting button (the only one on that tab) and start
adding conditions, i.e. "if fldSubmitted does not equal true" and click the
"Hide this control" box.

Your condition can combine criteria in and/or relationships to achieve the
desired result. Does that help?

Answer #4    Answered By: Elisabeth Walsh     Answered On: Apr 10

You can create  two different views, one for the user  and the other for the
How to create views:
When you are in design mode, on the right hand side task pane click on views.
then add new view.

You may make one view to be the deafult,possibly the user view, so everyone
except approvers will see that view of the form.

In order to hide the approver's view click on view properties (bottom of the
right hand task pane) and uncheck the check box next to: "Show on the view menu
when filling out forms".

You need to create User roles (tools then User Roles on menu) so the approvers
will see their view with the hidden  portion.

Answer #5    Answered By: Bhavesh Doshi     Answered On: Apr 10

Yes, this looks good to get me started, thanks a lot.

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