user-defined rules

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Posted by Katerina - Apr 29 ’14 at 10:43

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

  • Dmitry Kozlov
    Dmitry Kozlov
    Admin
    Member for: 5 years 8 months 29 days
    #1 by Dmitry Kozlov Apr 30 ’14 at 03:41

    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
    Member
    Member for: 5 years 1 month 20 days
    #2 by Katerina May 1 ’14 at 03:45

    Hi Dimitry,

     

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

     

     

    Thanks,

    Katerina

  • Dmitry Kozlov
    Dmitry Kozlov
    Admin
    Member for: 5 years 8 months 29 days
    #3 by Dmitry Kozlov May 2 ’14 at 03:13

    [#2]: You can configure cascading lookups with help of both Forms Designer and Cross-site Lookup. Please, find the instruction in the following post:

    http://formsdesigner.blogspot.com/2013/07/cascading-drop-downs-with-cross-site.html

  • Katerina
    Member
    Member for: 5 years 1 month 20 days
    #4 by Katerina May 2 ’14 at 04:06

    Hi Dimitry,

     

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

     

    Katerina

  • Katerina
    Member
    Member for: 5 years 1 month 20 days
    #5 by Katerina May 6 ’14 at 10:34

    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

  • Dmitry Kozlov
    Dmitry Kozlov
    Admin
    Member for: 5 years 8 months 29 days
    #6 by Dmitry Kozlov May 7 ’14 at 06:13

    [#5]: Hello,

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

    http://spservices.codeplex.com/wikipage?title=%24().SPServices.SPCascadeDropdowns

    http://forum.spform.com/forms-designer/how-to-use-spservices-framework-with-fd-27/

  • tjon.kim
    Member
    Member for: 4 years 2 months 4 days
    #7 by tjon.kim Apr 17 ’15 at 12:27

    [#1]: 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.

  • Dmitry Kozlov
    Dmitry Kozlov
    Admin
    Member for: 5 years 8 months 29 days
    #8 by Dmitry Kozlov Apr 20 ’15 at 04:54

    [#7]: 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
    Member
    Member for: 2 years 8 months 6 days
    #9 by nazrin Oct 14 ’16 at 02:52

    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..

  • Dmitry Kozlov
    Dmitry Kozlov
    Admin
    Member for: 5 years 8 months 29 days
    #10 by Dmitry Kozlov Oct 14 ’16 at 04:19

    [#9]: Please, note that the rules work during the form's initial loading, not while editing field values. Have you tested the case in Edit or Display forms?

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