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Question

hiding fields based on user

Forms
Updated March 22, 2017
asked on March 7, 2017 • Show version history

I have a table in a form that will be submitted by accounting.  It lists information that needs to be reviewed and who it is assigned too.  On the next form in the process, I would like to show the rows that are relevant to the current user based on the "Assigned to:" field and the current user.  So, it the case below, Choice 1 would only see rows that are assigned to him/her.  And so on...

Any ideas/recommendations on how to do this? 

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Replies

replied on March 7, 2017

Hi Mary Lou

What version of Forms do you have?

What generates the Table, is it a data lookup into a Table or is this just data being added manually to the form as it goes through the process?

How many different Users will there be (assigned to:)?

FYI, one of the challenges of Hiding Rows in a Table is that the Row still takes up the Space it was, it just isn't shown. Cosmetically not the best. Would that be an issue for you?

This may be a best solved by JSQuery code, but it is possible to do with a combination for Multiple forms and Field Rules.

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replied on March 22, 2017

I have 10.2.  The table information is added manually by accounting through the forms process.  There are approximately 10-15 people to whom the form will be distributed/assigned.  The GL numbers determine the department, and by default the person assigned to it.

If I can't hide them, can I make everything read only except for the codes related to the  current user?  I don't want "choice 2" to be able to enter information for "choice 1".  It is not a process that filters through people one at a time.  It needs to go to all assigned people at the same time due to deadline/due dates.

Would it be easier to manage in a collection rather than a table?

I hope this makes sense.  It is a bit difficult to describe.

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replied on March 22, 2017

A couple things would have to take place, you would have to capture the Current User into a field on the form,this could be hidden, when the GL Code is chosen, you would have to pull back a Value to store on that row as to who is assigned row, this could be hidden. JS would them be required to run a match and set the Row or the Row's Field values to Read only.  

replied on March 22, 2017

Makes sense, we need some JS help.

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