while sending form, change view form, how to make that work

[GTvdH]

Hello everyone, here i am again., now I know how to make views, and to
let others work on the form, even without having InfoPath in their
citrix environment, there's another question were I don't have the
answer for., but there's this forum for, I hope.....
I have 1 form, 3 views and a lot of actions to make:
the form has to be sent by email to a colleague, but while sending the
form, it has to change its view when it has arrived by the second
person, not the first (sending) person. he has to forward the form to
another colleague and again the view has to be changed when it arrives
at number 3 in the row. can anyone tell me how to make that happen?
Perhaps better explained: The person who sends the form at the
beginning has view 1
The receiver gets view 2
And the last one to receive gets view 3
When the form arrives.

Thanks
GTvdH

 

[Clay Fox]

Create another field in your form for tracking the state or step of your form.

Default it to 0
When the initial user opens the form it will open in the default view.
When they submit via email add an action to the button to also set the new
field to 1 or increment by 1 if you use the same submit button for both the
first and sceond user.
Then add a rule for Open. Under from options. Have the conditions on the
rule be if field = 1 switch views to view 2
Add another that field = 2 switch views to view 3.

That should do it.

Another way is to track the user and if the user is the one it was sent to
switch views or have a default view for those that were not sent the form.
You can get a AD webservice at http://www.qdabra.com and then you will know
the username and email of each person who opens a form. From there you can
check if the user is the one whom the form was sent to.
--
Thanks

Clay Fox

Qdabra Software
http://www.qdabra.com

InfoPathDev.Com
The Largest InfoPath Forum in the World
http://www.infopathdev.com

 

[GTvdH]

Create another field in your form for tracking the state or step of your form.

Default it to 0
When the initial user opens the form it will open in the default view.
When they submit via email add an action to the button to also set the new
field to 1 or increment by 1 if you use the same submit button for both the
first and sceond user.
Then add a rule for Open. Under from options. Have the conditions on the
rule be if field = 1 switch views to view 2
Add another that field = 2 switch views to view 3.

That should do it.

Another way is to track the user and if the user is the one it was sent to
switch views or have a default view for those that were not sent the form.
You can get a AD webservice athttp://www.qdabra.comand then you will know
the username and email of each person who opens a form. From there you can
check if the user is the one whom the form was sent to.
--
Thanks

Clay Fox

Qdabra Softwarehttp://www.qdabra.com

InfoPathDev.Com
The Largest InfoPath Forum in the Worldhttp://www.infopathdev.com






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Clay, if there wasn't you, where would the answers be?
Manny thanks from Holland!