Monday, February 3, 2014

InfoPath - hide/show fields based on SharePoint groups

Thank you to all who came to my presentation this past weekend at SharePoint Saturday!

In my presentation I mentioned that you can hide/show fields based on what SharePoint group the user opening the form is a member of. 
Someone asked about how to do that and it can be found on jaliya's BLOG.

I have also found this same method very useful when multiple groups (i.e. submitter, marketing, finance, etc.) use the same form. You can create a form load rule and switch the view to the one you need the individual to go to.
If using this approach on form load, make a quick modification to Step 6 -- change the condition to "is not equal to..."

Once you've done this you'll feel like...