How to effectively use infopath views? (2007)

Posted on 2011-05-05
Last Modified: 2012-05-11
Hi :)

I have a form with 2 views... the first view has the "core" questions/choices I need filled out for my form.

The 2nd view has some comment / status options for reviewers/approvers to use.

I only want to show the 2nd view when someone goes to edit an existing form.  The 1st view should always show when it's a fresh form being filled out for the first time.

I'm using infopath2007... any ideas?   It seems like i should put logic somewhere that says "if a field already has a value when the form is opened, show the 2nd view" ...  but i dont see how to do that :(

Question by:runelynx
    LVL 28

    Accepted Solution

    yah this is straightforward.  an existing form is typically easy to detect since it will have certain data values. like you said a field would have a value when a new form would not when it was first opened.
    in form options you can set rules for "on open". these execute only when a form is first opened.
    So add a open rule with a condition that field in not blank or whatever your check is, and then the action would be switch views to view2.

    have done this many times.

    Author Comment

    Whoohoo! Perfect!

    thanks!  And dont go anywhere, Ill need more of your expertise in the coming weeks Im sure :) Already have learned a lot just from this one form...  fun stuff!!

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