Switching Views using User Roles and/or Open Behavior Rules
Posted on 2010-09-20
I want to switch views if uername = a field on my InfoPath 2007 form.
Do I need to configure both User Roles and Open behvior Rules or just Conditional Open Behavior Rules?
I tried configuring my User Roles using the "User Name From the Form" option.
I have 5 different views so I created 5 differnt roles and 5 different text fields on my form, each containing a differnt managers user name. These are populated from my filtererd data connection that successfully fills in the text field with the desired username accordingly, and 5 different open behavior rules.
Here is an example of an open behaviour rule that is currently not working:
Apply the Role when the Condition is True:
User Current Role is Equal to "Manager1 User Role"
Switch to View: Manager 1's View
It sounds really straight forward but I must be missing something simple as it is not working.
Do you know what I may be doing wrong or am forgetting?
I don't fully understand when I should check the box "Stop Processing Rules when this rule finishes"
I have not been checking the box as I don't fully understand its purpose.
Maybe I don't even need roles as it looks like i can set a condition so username = fileld on the form.
If I don't use User Roles, I dont think I can take advantage of the Initiator feature that allows the manager to submit a create a new form before the view gets switched on them...?
What is best way to switch a view when getting usernames from fileds on the form?
I have a default view i want to use but I am still trying to grasp the concept of the initiator and default role and the order in which they should be listed.
I appreciate your advice! Thanks!