user-defined rules

Discussions about Forms Designer for SharePoint 2010.
Katerina
Posts: 41
Joined: Sun May 11, 2014

29 Apr 2014

Hi,


Is there any way to hide the tabs of a form according to user permissions? I need to have all users see only 2 of the tabs of the form and admins see all of them.

Any help appriciated


Thanks,

Katerina

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Dmitry Kozlov
Site Admin
Posts: 1524
Joined: Thu Jun 07, 2012

30 Apr 2014

Hello Katerina,

Sure, please, use groups functionality. You can create a unique form for each group of users with Forms Designer. So, in your case, create a separate group for Owners and design a form with all fields for this group. Next, switch back to All users and design a form with 2 tabs only. Get more info:

http://spform.com/documentation/groups

http://www.youtube.com/watch?v=SBLD9hXr19o

Katerina
Posts: 41
Joined: Sun May 11, 2014

01 May 2014

Hi Dimitry,


Thanks, that was very helpful. I have an other question can you do cascading lookup using SP Forms?



Thanks,

Katerina

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Dmitry Kozlov
Site Admin
Posts: 1524
Joined: Thu Jun 07, 2012

02 May 2014

You can configure cascading lookups with help of both Forms Designer and Cross-site Lookup. Please, find the instruction in the following post:
http://spform.com/forms-designer- ... office-365

Katerina
Posts: 41
Joined: Sun May 11, 2014

02 May 2014

Hi Dimitry,


Thanks for the reply. It answers my question in full.


Katerina

Katerina
Posts: 41
Joined: Sun May 11, 2014

06 May 2014

Hi Dimitry,


Something I didn't clear out on my previous messages is that I am using SharePoint 2010. Can I use cross-site lookups and cascade lookups on SharePoint 2010?


Thanks,

KAterina

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Dmitry Kozlov
Site Admin
Posts: 1524
Joined: Thu Jun 07, 2012

07 May 2014

Hello,

Unfortunately, Cross-site Lookup doesn't support SharePoint 2010. I would recommend to use SPServices instead:

http://spservices.codeplex.com/wikipage ... eDropdowns
viewtopic.php?f=4&t=150

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Kim Jeim
Posts: 31
Joined: Tue Jun 09, 2015

17 Apr 2015

Hi Dmitry, we are on Forms Designer 2.8.9 and have a group of forms that don't seem to work. The user defined rule is


ContainsCurrentUser([Assigned To]) || ContainsCurrentUser([Delegated To]);


Any idea what might be wrong? Also, the two fields are client people picker fields in SP 2013. Thanks in advance.

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Dmitry Kozlov
Site Admin
Posts: 1524
Joined: Thu Jun 07, 2012

20 Apr 2015

I've just verified your formula and it seems that it's working properly. Please, ensure that the fields are populated properly, check the type of form, the content type and the fields names. Do you have other groups of forms?

nazrin
Posts: 1
Joined: Thu Oct 13, 2016

14 Oct 2016

Hi,

Right now, I want to have 2 type of group e.g. All User and Team Leader.

The Team Leader group able to see additional button "Approve" and "Reject". For All User, they wont see the button.

Hence, I created the User Defined Rule named "Team Leader" and set the formula:

ContainsCurrentUser([Team_x0020_Lead])

Note: Team_x0020_Lead is the internal name for Team Leader column.

However, it does not work.

Did I miss something? Appreciate your advise.

Thanks..

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