Form libraries AND Edit access: Only their own

[speedy]

I would like people to be able to edit only InfoPath forms that they have
posted at SharePoint form library.

What I need is similar to Modify item-level security -> Edit access -> Only
their own, that exists in Lists’ permissions property.

Thanks,
Speedy

 

[Scott L. Heim [MSFT]]

Hi Speedy,

To the best of my knowledge, Sharepoint does not have this level of
granularity for permissions. What you may be able to look at implementing
is a field on your form that stores the users name, logon, etc. Then, in
the "OnLoad" (or possibly OnSwitchView) event of a form that is "not new"
you can verify if the user opening the form is the same as what is stored
on the form. If not, you could display a "polite" message and then close
the form.

Might this help?

Scott L. Heim
Microsoft Developer Support

This posting is provided "AS IS" with no warranties, and confers no rights.

 

[speedy]

Thank you – I will use your suggestion

 

[Kenneth]

I am trying to do the same thing as that of speedy. I am developing a
request/change system that one person submits a request and another person
approves. Some people can be both requestor and approvers. I want the "My
forms" shows only requests that are submitted by the "logon" user and
requests that are waiting approval from the "logon" user.

I was trying to so it this way:

In the form, have fields for both "request by" and "approver" which store
user ID in "domain\userid" format. Promote the two fields as columns when
publishing the form to SharePoint site.

On the SharePoint site, set "My Forms" as default view, filter the view by
setting two conditions: 1) "request by" equals [Me]; 2) "approver" equals to
[Me]. I got error, however, when I tried to get back to "My Forms" list. Got
an error "#RENDER FAILED". I have a post for this in this group. Googled,
found a post saying that filter only works for "system" columns. I can not
believe it. What the use of promoted fields if I can not filter on them?

Scott, you are the only active authority from MSFT, so can you comment on
this? Is it true that there is no way that I can filter a list by comparing a
promoted form field agains [Me]?

Thanks

Ken

 

[Scott L. Heim [MSFT]]

Hi Ken,

I can reproduce this behavior and have engaged our Sharepoint support folks
to confirm the "[Me]" filter functionality and if it should work in this
scenario.

As soon as I have additional information, I will post it here.

Thanks,

Scott L. Heim
Microsoft Developer Support

This posting is provided "AS IS" with no warranties, and confers no rights.

 

[Scott L. Heim [MSFT]]

Hi Ken,

Here is what I have found: the "[Me]" functionality does indeed only work
with specific fields in Sharepoint - the reason being is that in order for
this to work, the field must be a "Lookup" type. When we promote fields
from within InfoPath, you are basically getting text fields, hence the
failure. Unfortunately there is no way from within InfoPath to change the
type of field being promoted.

So the question I have now is this: is the goal to open a Sharepoint
library and only show forms that "I" have created or do you need to return
date from Sharepoint to InfoPath based on the current user name?

Thanks,

Scott L. Heim
Microsoft Developer Support

This posting is provided "AS IS" with no warranties, and confers no rights.

 

[Kenneth]

Hi Scott,

Greatly appreciate your effort. A confirmation from MSFT will settle my
guess even if I had hoped a positive one. It will force me to find different
approach knowing [Me] filter would not work.

What I want to do is a "My Forms" view that shows forms only for myself.
Like all forms that are requested by me or that are waiting for my approval.
I am working for a company that has 5000+ employee. Nearly everyone can
submitt a request. I do not want the list show requests from everybody. If I
submit a request, I only want it shows when I login or when the approver
login.

In summery, I just want a personalized list, not want to "return
date from Sharepoint to InfoPath based on the current user name"

For "date" in your post, I assume you meant "data".

Thanks

Ken

 

[Kenneth]

Hi Scott,

I am not sure if I understand what "Lookup Type" mean in your post. I
believe it worth the effort from MSFT to have a KB article to cover this
issue. The title could be "SharePoint list filter on [Me] does not work for
promoted InfoPath forms fields". The keywords should include: SharePoint,
InfoPath Form Library, view fileter, [Me], promoted form fields.

Thanks

Ken

 

[Scott L. Heim [MSFT]]

Hi Ken,

Thank you for the clarification. Unfortunately, I don't know of a way to
get you where you want to be. Technically, this is not an InfoPath issue
per sé - it is just occurring for you with InfoPath as you are promoting
fields from within InfoPath to try and use with Sharepoint. Please
understand I am not trying to "pass the buck" with that statement - merely
to suggest that you may want to ping the Sharepoint forum (if you have not
already) asking how you can create a dynamic, custom view where it would
only show you forms based on a non system data field on those forms.

I wish I could offer you a better resolution.

Scott L. Heim
Microsoft Developer Support

This posting is provided "AS IS" with no warranties, and confers no rights.

 

[Kenneth]

Hi Scott,

Thanks for your follow-up. Like I said no solutions is also a solution
because it let people know it will not work that way so that people will not
be wasting time keep trying.

You are right. This is more a sharepoint issue. I did post it in SharePoint
forum, unfortunately however, there isn't an equivalent Scott L. Heim" there.

Thanks again.

Ken

 

[Tatopitta]

This is a very bad news becouse I'm in the same situation: i need to creare a
filter on a view for my form library so that only one user, who is the boss,
can view all the form published, while others can view only theirs...i know
what using frontpage to modify the sharepoint page you can do it...