If you are designing a form template that includes user roles and contains multiple views, it can be useful to display a view that is based on the user role that is assigned to a user. For example, you can use a rule to have a specific view open when a user who is assigned to a specific user role opens a form that is based on your form template.
In this article
Compatibility considerations
You cannot display a view that is based on a user role in a browser-compatible form template. You can only have user roles in a form template whose forms will be filled out in InfoPath.
Display a view that is based on a user role
This procedures assumes that you have a user role defined in your form template. If you do not have at least one user role in your form template, add a user role before you begin this procedure.
Find links to more information about adding a user role to your form template in the See Also section.
-
On the Tools menu, click Form Options.
-
In the Category list in the Form Options dialog box, click Open and Save.
-
Under Open behavior, click Rules.
-
Click Add.
-
In the Name box, type a name for the rule.
-
Click Set Condition.
-
In the first box, click User's current role.
-
In the second box, click is equal to.
-
In the third box, click the name of the user role, and then click OK.
-
In the Rule dialog box, click Add Action.
-
In the Action list, click Switch views, and then click a view in the View list.
