Display a view that is based on a user role

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.

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Compatibility considerations

Display a view that is based on a user role

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.

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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.

  1. On the Tools menu, click Form Options.

  2. In the Category list in the Form Options dialog box, click Open and Save.

  3. Under Open behavior, click Rules.

  4. Click Add.

  5. In the Name box, type a name for the rule.

  6. Click Set Condition.

  7. In the first box, click User's current role.

  8. In the second box, click is equal to.

  9. In the third box, click the name of the user role, and then click OK.

  10. In the Rule dialog box, click Add Action.

  11. In the Action list, click Switch views, and then click a view in the View list.

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