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MS Office Forum / General MS InfoPath Questions / February 2008

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Jennifer - 06 Feb 2008 17:46 GMT
I have an inforpath form which needs to move to a different section depending
on what option they select.  Example I have a form with two buttons I want
them to click on a button and have it bring them to a section of the form
depending on what button they select.
Clay Fox - 06 Feb 2008 18:09 GMT
Hi Jennifer.
You can either use seperate views, which can be changed via rules on open or
with buttons.
And/Or you can add the sections you need but then use conditional formatting
to hide / not hide each section depending on the values they select.

Do you need to identify the user who has opened the form and then by their
department, group, role have the view/layout set automatically?
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Clay Fox / Microsoft InfoPath MVP
www.InfoPathDev.com / The InfoPath Authority / Downloads, Samples, How-To,
Experts, Forum

> I have an inforpath form which needs to move to a different section depending
> on what option they select.  Example I have a form with two buttons I want
> them to click on a button and have it bring them to a section of the form
> depending on what button they select.
Jennifer - 06 Feb 2008 18:27 GMT
Hello;

thank you so much for your respnse, I do not need to identify the user I
need to have an option of Privacy, Security and CSIRT and depending on what
option they select it will bring you to that form or a section of a form.  
Does that make sense?  If you know of any way to do this I would really
appreciate your assistance.

Thanks

> Hi Jennifer.
> You can either use seperate views, which can be changed via rules on open or
[quoted text clipped - 9 lines]
> > them to click on a button and have it bring them to a section of the form
> > depending on what button they select.
Clay Fox - 06 Feb 2008 18:34 GMT
The I would have one form with what sounds like four views.
The defualt view would be the selection view.
It has text and three buttons.
Button 1 takes them to the Privacy view
Button to switches them to the Security view
Button Three switches them to the CSIRT view

Set up each of your views how you need it and whatever data is pertinent
between the three can be shared between the views.

Often it is nice to know who has opened the form from an audit standpoint.
Or to save the user time. With an Active Directory web service you could
enter their name, department, address etc. Or get their manager's name for
workflow routing if needed.  Otherwise they have to enter this and they have
to enter it correctly.  With electronic forms it is ideal to minimize the
redundant data.

Good Luck.
Signature

Clay Fox / Microsoft InfoPath MVP
www.InfoPathDev.com / The InfoPath Authority / Downloads, Samples, How-To,
Experts, Forum

> Hello;
>
[quoted text clipped - 19 lines]
> > > them to click on a button and have it bring them to a section of the form
> > > depending on what button they select.
Jennifer - 06 Feb 2008 18:38 GMT
Thanks I will give it a try and I see what you mean about integrating with
AD.  This would make it cleaner for sure.  Can you point me in the right
direction for that as well?

I will try what you just stated and see how I make out.

> The I would have one form with what sounds like four views.
> The defualt view would be the selection view.
[quoted text clipped - 38 lines]
> > > > them to click on a button and have it bring them to a section of the form
> > > > depending on what button they select.
Clay Fox - 06 Feb 2008 18:44 GMT
I use it in almost all of my forms since there are so many uses for it.

Here is a link for it. you can view the video and check out the documentation.
http://www.qdabra.com/proddetail.asp?prod=QADWS

I can show you a quick demo too if you want.

Signature

Clay Fox / Microsoft InfoPath MVP
www.InfoPathDev.com / The InfoPath Authority / Downloads, Samples, How-To,
Experts, Forum

> Thanks I will give it a try and I see what you mean about integrating with
> AD.  This would make it cleaner for sure.  Can you point me in the right
[quoted text clipped - 44 lines]
> > > > > them to click on a button and have it bring them to a section of the form
> > > > > depending on what button they select.
 
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