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How to change the view according to user role in info path 2010?

Posted on 2013-11-23
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Last Modified: 2013-12-10
Hi,

I have created 3 InfoPath 2010 form on single list. Now I want that to be accessed only by the people based on their roles.

Project Manager Form  -- this form opens only by PM
Team Lead Form --this form opens only by Team lead
Resource Form --this form opens only by resource

Please help me on this.
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Question by:prashant04
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by:clayfox
ID: 39671988
I assume you mean 3 views in one form.  If you click on data in the ribbon bar, you can then select form load and add rules for when the form opens.

whether based on role equals or whatever, then the action is switch view when true.
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Author Comment

by:prashant04
ID: 39672198
Hi,

I tried setting form load action, but its not working.

I was role based access to the forms. how I can implement it.
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clayfox earned 500 total points
ID: 39672202
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