Monday, October 24, 2011

Infopath - Set rule on people picker

I don’t think it’s possible to add action rule to this control directly. But you can add rule to it indirect. Here is the main logic in my opinion.

1. Add a “People Picker” to the Form;

2. Add a “Text Box” control to the Form, and set its properties as following:

a. Default Value: AccountId. (you specify the default value to the People picker field)

b. Refresh value when formula is recalculated : checked.

c. Display: Read-only. (Make it read-only, so that the user cannot change its value by UI )

3. Add Rule to the “Text Box” control. When “This field changes”, do “set a field’s value ”, or submit data.

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