How to assign a field value to a User Role?

[Deb]

I have three user roles: Initiator, Approver, and InfoSec. Initator fills
out the form, including a field for the manager's email address, then clicks
the Submit button which mails it to the manager who needs to fill the role of
Approver. How do I get the value of the email address in the Manager field
to fill the role of Approver?

Thanks!

 

[Deb]

Actually, maybe I'm making this more complicated than it needs to be. I have
three sections in my form that related to each Role. The first section is
for the Initiator, which is easy. When they click the Submit button it needs
to be sent via email to the person they indicated as the manager. That's
also easy. Now comes the hard part. When that manager opens the form, I
need to be sure it's them and display the section for Approver. The only way
I could think to do that was with an Approver role. So, how do I know that
manager is the Approver and how do I know it's the manager that's looking at
the form?

Thanks in advance for helping me to untangle myself.

 

[Josh]

Is the form sumitted within a network? Does the network use Active
Directory for user names and permissions? Does each user have a
specific logon to the computer or does everybody use the same login?

For starters, you'll need to pull in the managers login from the
computer. Then you'll want to match that with the manager field. If
that validates, then you'll allow the approver field to be shown with
conditional formatting.

You can also set a rule, that approver can not be the person who
originally submitted the form. This would eliminate the original signer
from signing the document. You also stated that its emailed to manager.
If thats all automatic, then the manager would be the only person
looking at the form anyway.

Josh