April 24, 2012

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Make fields read only for selected users in InfoPath


Step 1)


Create an empty task list


Step 2)

To make our custom changes to the tasks list we need to customize the InfoPath.
To customize the form, go to the Ribbon menu, click the List > Customize form  


Tasks list InfoPath form opens up in InfoPath designer

Step 3)

Create two fields namely Initiator (To get the initiator of the form) and Hidden assignee (To get the assigned person)


Step 4)

To add the created by date to the initiator use username () function in the fx of the field.


Step 5)

Add the assignee account id in the fx of the hidden assignee field.





Step 6)

Apply the below formatting rules to make the required fields editable only for the initiator
Create a formatting rule on the selected field with condition
If the Initiator does not contains the username () à Disable the field.



Step 7)

Apply the below formatting rules to make the required fields editable only for the assignee
Create a formatting rule on the selected field with condition
If the Hidden assignee does not contain the username () à Disable the field.



Step 8)

Publish the form and test with by creating a new task list item.

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