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Apply field level permissions in InfoPath 2010 form for a SharePoint 2010 list

Posted on 2014-01-15
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Last Modified: 2014-01-31
How do I:

Allow one SharePoint group to view only a Date field and another SharePoint group to edit this Date field? I am using InfoPath 2010 form created from a SharePoint 2010 custom list.

Also, I created a workflow for this list using SPD 2010. Once the above Date field is populated and the form is saved, it sends an auto email. When this part of the workflow is complete, can I make the Date field read only for "ALL" so no one can change the data in the field again?  Can it be done in the SPD workflow or InfoPath or both?

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Question by:MelodyJT
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Jamie McAllister MVP earned 500 total points
ID: 39784696
You can check if users are members of a SharePoint Group like so; http://www.projectpoint.at/?p=97

After this you'll need to implement rules to disable controls for the appropriate users. When your WF sends out an email you'll want to set some sort of status field in your list, and once again this can be referred to in Infopath to make the date field read only if that field is not blank.

This is all being done at the form level though. For the list underneath there's no way to apply column level security, though with you controlling the edit form via InfoPath that shouldn't be a problem.
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