tag:blogger.com,1999:blog-7192910.post5061569488219838960..comments2024-03-01T08:27:06.252-06:00Comments on PremierPoint Solutions Team Blog: How to Emulate User Roles in InfoPath Forms Services to Automatically Switch ViewsPremierPoint Solutionshttp://www.blogger.com/profile/03668782854153322571noreply@blogger.comBlogger26125tag:blogger.com,1999:blog-7192910.post-87469346746494353242013-05-08T14:54:34.577-05:002013-05-08T14:54:34.577-05:00This is SICK. Love it & works perfectly for me...This is SICK. Love it & works perfectly for me. FOR INFOPATH 2010 USERS: (1) adding CurrentUserUserName and CurrentUserPermissionLevel under MyFields | dataFields as a text field works FINE. i wasn't able to add a Group w/ 2010 or just had some kind of browser-based issue. (2) enter your Rules under Data | Form Load. (3) for the 3rd rule, "Look Up and Store the Current Users Permission Level", i didn't see a way to Filter like in the example (browser-based issue or 2010?). Setting a similar condition before the "Set a field's value" works great.<br /><br />everything else worked perfect. One additional thing (4) was to UNCHECK "Show on the view menu when filling out this form" under Page Design (tab) View | Properties. i did this for both Admin & (default) Associate Views. this is so there is not odd User experience with them toggling Views or seeing Admin but only able to see Associate.ggill1970https://www.blogger.com/profile/11213567320749730762noreply@blogger.comtag:blogger.com,1999:blog-7192910.post-42384919473263155062012-12-03T14:15:10.501-06:002012-12-03T14:15:10.501-06:00Kev - Following this method, you could theoretical...Kev - Following this method, you could theoretically have as many "Permission Levels" as you wanted.Ricky Spearshttps://www.blogger.com/profile/18114053887886617287noreply@blogger.comtag:blogger.com,1999:blog-7192910.post-59529958247659142992012-11-30T07:49:21.214-06:002012-11-30T07:49:21.214-06:00Hi Ricky,
Thanks for the post. A query before I...Hi Ricky, <br /><br />Thanks for the post. A query before I dive in - Is there a limit to the number of groups that can be used? e.g. admin, team1, team2, team3 etc.?<br /><br />Thanks in advance.Anonymoushttps://www.blogger.com/profile/01603990208543082838noreply@blogger.comtag:blogger.com,1999:blog-7192910.post-43833940617585366312012-10-10T08:45:40.180-05:002012-10-10T08:45:40.180-05:00Following my previous comment, it seems to be work...Following my previous comment, it seems to be working now. I found a work around on the last rule. Instead of CurrentUserPermissionLevel = Admin, I merely used the secondary source set the form to switch when Permission_Level = Admin. I seem to see the logic behind this minor change in that Permission_Level contains Admin and not CurrentUserPermissionLevel, if that makes sense?Grace88https://www.blogger.com/profile/07704877828514994650noreply@blogger.comtag:blogger.com,1999:blog-7192910.post-83044675766063789322012-10-10T08:07:05.230-05:002012-10-10T08:07:05.230-05:00Excellent post! I've been working on a test ca...Excellent post! I've been working on a test case of this today. The form works perfectly for me, however, it does not switch views for the other "Admin" users in the custom list. Have I missed something here? Any help would be appreciated. ThanksGrace88https://www.blogger.com/profile/07704877828514994650noreply@blogger.comtag:blogger.com,1999:blog-7192910.post-14208386648935011762012-09-18T10:43:08.679-05:002012-09-18T10:43:08.679-05:00Ubi - Once the filter finds the first row for the ...Ubi - Once the filter finds the first row for the user, it will return the permission level for that row.<br /><br />If you want to use this for multiple levels for the same person, you may want to add other columns for the other permission levels, so that you only have one row for each user. Then your rules in InfoPath can use OR to check both columns (eg. PermissionLevel1 is equal to 'Admin' OR PermisionLevel2 is equal to 'Admin').Ricky Spearshttps://www.blogger.com/profile/18114053887886617287noreply@blogger.comtag:blogger.com,1999:blog-7192910.post-5940007821697112802012-09-18T05:32:33.962-05:002012-09-18T05:32:33.962-05:00This is all fine for me except for one issue. In ...This is all fine for me except for one issue. In the User Roles list, if the user has more than one role only the first is returned. Is that the expected behaviour?<br /><br />Many thanks.Ubihttps://www.blogger.com/profile/11519159966562912404noreply@blogger.comtag:blogger.com,1999:blog-7192910.post-6655193290110125692012-05-11T11:10:11.634-05:002012-05-11T11:10:11.634-05:00It's not working.It always taking the permissi...It's not working.It always taking the permission level of the user is "Admin" and it is not clearing the permission level, what ever you have explained second Rule.<br /> Thanks,<br /> This is NumBhaskarnum bhaskarhttps://www.blogger.com/profile/05504644251978321955noreply@blogger.comtag:blogger.com,1999:blog-7192910.post-40670428700127140372012-04-30T19:18:40.215-05:002012-04-30T19:18:40.215-05:00I am following these for an urgent project I am wo...I am following these for an urgent project I am working, using InfoPath 2010 and SharePoint 2010, my urrentUserPermissionLevel is always empty and "@Permission_Level[@User=CurrentUserName]" is different Title[User = CurrentUserName]. Please help me hereBenjoehttps://www.blogger.com/profile/05476462936069551881noreply@blogger.comtag:blogger.com,1999:blog-7192910.post-5656854462498497692012-04-18T07:36:01.695-05:002012-04-18T07:36:01.695-05:00Great job about this post,
i was trying to find a ...Great job about this post,<br />i was trying to find a solution with userGroups.asmx,<br /><br />However, how to populate the UserAdmin list every day from another data source. Because, we can't manager all of this lists manually every time a user changesCentaur31https://www.blogger.com/profile/01517084145626739099noreply@blogger.comtag:blogger.com,1999:blog-7192910.post-3223611822367989452012-04-11T03:03:52.472-05:002012-04-11T03:03:52.472-05:00Please tell me how to create a new group named Adm...Please tell me how to create a new group named AdminCheckingNodes in my Fields, I do right click but the new section is not activemarohttps://www.blogger.com/profile/16909223637027122918noreply@blogger.comtag:blogger.com,1999:blog-7192910.post-38269400313474216592012-02-28T09:37:04.371-06:002012-02-28T09:37:04.371-06:00Grate effort i follow all steps all roles done suc...Grate effort i follow all steps all roles done successfully. after publishing form on sharepoint site receiving this error:<br />The custom code in the form cannot be run. This functionality may be deactivated on the server. For more information, contact the server farm administrator.Abdul Waheedhttps://www.blogger.com/profile/00978258186392082375noreply@blogger.comtag:blogger.com,1999:blog-7192910.post-12395722752140865402011-12-12T10:39:05.838-06:002011-12-12T10:39:05.838-06:00First of all in Browser enabled form you can not c...First of all in Browser enabled form you can not create another folder:<br />2. consequently my list data does not look like your screen shot.<br />3. As others have stated here I can not get this form to pull permissions this way. It is blank <br />My logic is exactly the same as yours BUT there could be issues between how AD sees the user what is brought in by Profile service and matching names. I believe that is my issue. I can not match the Current Username to the list to pull the permissions. Tried a lot of things. Suggestions are welcomeCRJAngelhttps://www.blogger.com/profile/17034323837359650300noreply@blogger.comtag:blogger.com,1999:blog-7192910.post-56132083144238018182011-12-12T10:35:57.890-06:002011-12-12T10:35:57.890-06:00I can not get this to work. My nodes in the brows...I can not get this to work. My nodes in the browser 1. You can not create another folder.<br />2. Selections under list from SP are not displayed the same because of this. I can not get it to pull the permissions either as a few others have stated here. Still no answer from you on this. On SP 2010 Info path 2010 Browser formCRJAngelhttps://www.blogger.com/profile/17034323837359650300noreply@blogger.comtag:blogger.com,1999:blog-7192910.post-57303244079887893692011-09-28T18:28:30.877-05:002011-09-28T18:28:30.877-05:00RogerS1954 - It sounds like you've got some er...RogerS1954 - It sounds like you've got some error in your logice. I would recommend that you use the Logic Inspector to see all your rules in one place to see why that section is being hid. Good luck!Ricky Spearshttps://www.blogger.com/profile/18114053887886617287noreply@blogger.comtag:blogger.com,1999:blog-7192910.post-21069058146704816532011-09-19T14:11:03.205-05:002011-09-19T14:11:03.205-05:00This is a simple and elegant solution when a small...This is a simple and elegant solution when a small group needs to see a section that the rest of the world doesn't. One problem: the display view hides the section, regardless of the user. The new and edit views are working correctly, though. Any ideas on why this is happening and what can be done to fix it?<br />ThanksRogerS1954https://www.blogger.com/profile/12526830871599842427noreply@blogger.comtag:blogger.com,1999:blog-7192910.post-73601859620868466232010-09-21T13:13:44.943-05:002010-09-21T13:13:44.943-05:00Outstanding work, this is a huge help and regularl...Outstanding work, this is a huge help and regularly requested-I found when creating a demo of this in InfoPath 2010/SharePoint 2010 that the process worked fine, but on the "Look up and store the users permission level", the filter (step 13) had to use "Contain" rather than "Is Equal To" due to the text value.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7192910.post-1753021531296663832009-11-16T14:23:15.022-06:002009-11-16T14:23:15.022-06:00Anonymous - Use the TRANSLATE function to convert ...Anonymous - Use the TRANSLATE function to convert the UserName to lowercase before you store it. In step 9 above where you select UserName, change it to the following function:<br />translate(UserName(), "ABCDEFGHIJKLMNOPQRSTUVWXYZ", "abcdefghijklmnopqrstuvwxyz")<br /><br />This will convert all the upercase letters to lowercase letters.Ricky Spearshttps://www.blogger.com/profile/18114053887886617287noreply@blogger.comtag:blogger.com,1999:blog-7192910.post-91001075066522104982009-11-12T10:21:32.674-06:002009-11-12T10:21:32.674-06:00I have an odd result, when using the User Name for...I have an odd result, when using the User Name for the Show Field option in the User column, the users that have user names in AD as JSmith (upper case first initial and first letter of last name) will not switch views. The user that has (jdoe all lower case) seems to work fine. Any ideas or suggestions? This is happening in all three of our environments, dev, qa and production.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7192910.post-41035900581486351232009-10-27T00:57:11.277-05:002009-10-27T00:57:11.277-05:00Hi, I also have the same problem as Scwaal and Br...Hi, I also have the same problem as Scwaal and Brian as it works fine within the InfoPath client but does not do the job under Web-enabled forms. Any ideas? CheersAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-7192910.post-89687689524654005052009-07-27T12:13:34.168-05:002009-07-27T12:13:34.168-05:00I'm having a similar issue to Scwaal. If I op...I'm having a similar issue to Scwaal. If I open the form with InfoPath, it works great. However, when I use the browser from from the same InfoPath library, the CurrentUserPermissionLevel text box is blank. But using the InfoPath form, the CurrentUserPermissionLevel text box displays the correct list item.Unknownhttps://www.blogger.com/profile/13166174816736160612noreply@blogger.comtag:blogger.com,1999:blog-7192910.post-87097970650418686702009-06-23T03:01:48.479-05:002009-06-23T03:01:48.479-05:00Hi Ricky, I have checked everything over again, I ...Hi Ricky, I have checked everything over again, I have disabled the view menu but it still only opens the default view in the browser, works 100% when opening in info path though, any suggestions where else I could check, thanks a million!Anonymoushttps://www.blogger.com/profile/04668476614110004782noreply@blogger.comtag:blogger.com,1999:blog-7192910.post-59159192156605090762009-06-22T15:08:27.236-05:002009-06-22T15:08:27.236-05:00Scwaal - This works fine for me in browser based f...Scwaal - This works fine for me in browser based forms. You may want to make sure you haven't missed anything and you're not displaying the drop-down where users can select a view.Ricky Spearshttps://www.blogger.com/profile/18114053887886617287noreply@blogger.comtag:blogger.com,1999:blog-7192910.post-75218701754741773852009-06-22T09:50:28.174-05:002009-06-22T09:50:28.174-05:00Thanks for the info, really helped, just one issue...Thanks for the info, really helped, just one issue, view work 100% except once they are published, it doesn't seam to read the security info in the browser based form and users can see both views regardless of the details in the admin list. any idea's?Anonymoushttps://www.blogger.com/profile/04668476614110004782noreply@blogger.comtag:blogger.com,1999:blog-7192910.post-62260567753165790822009-06-19T10:21:58.347-05:002009-06-19T10:21:58.347-05:00Excellent article! My clients have requested me to...Excellent article! My clients have requested me to this many times but I always figured I would have to take the custom route. You have certainly provided a great workaround with details on each step.<br />Thanks!Anonymousnoreply@blogger.com