Change View On Submitted Form

[Dave C]

I have a form that needs to be submitted (email) for approval. I have
designed two views - the first for the submitter to complete and a second for
the approver to view/approve. The difference only involves two sections where
the user sees section x and can't see section y, with the opposite pertaining
to the approver.

What I would like to do is automatically change the view that is displayed
once the form is submitted for approval so the approver is presented with
"their" view when opening the email attachment.

Any suggestions how to make this happen would be greatly appreciated.

Dave

 

[hoda007]

Hi Dave,
1. Create a field (i.e. Status) in your data source section
a. right click on the root data source (MyFields)
b. click add
c. choose "Field"
1. use true/false : default to false (this will only work if you
have 2 views)
or
2. use text : (if you need more than 2 status) default your status
to "Not Started",
and then you can change it to "Submitted", and "Approved"
.... and so on till "Completed"
2. a. either create a submit button, right click, and click "rules"
or
go to the tools menu -> Submit Option -> choose rules
b. set the rule to change the value of the status field
(click rules, click "Add", then "Set a field value", "Select a
field or group",
pick the "Status" field you created earlier, click "Ok"
if Status is text : set value to the next status you want (i.e
"Submitted")
if Status is True/False : set value to "True"
3. In Tools menu -> Forms Option -> Open and Save (Category) ->
a. Open Behavior (Section), click rules,
b. click "Add", then "Set Condition",
c. in first drop-down "Select a field or group", pick the "Status" field
you created earlier, click "Ok"
if Status field is text
-> in third drop-down, click "Type Text", and type "Submitted"
if Status field is True/False
-> in third drop-down, choose "True"
d. Click "Ok"
e. Click "Add Action",
f. Click "Switch Views" and pick the view name you set for your approval
view.
do the same for the initial view, except in Set Condition, Use your initial
status "Not Started" or "False" and switch view to the first page.

that should do it

I hope this helps
hoda

 

[Dave C]

Hi Hoda,
This worked perfectly. Thanks for taking the time to reply.
Kind Regards,
David