Video: SharePoint and Infopath 2010 - Conditionally Hide Form Fields
Considering my recent Webinar venture I thought it's be fun to try out video as a blogging medium. I've remade my previous guidance on conditionally hiding SharePoint Form Fields with InfoPath 2010 as a video. The results of my work, and a transcript of the video are below. Might be best to view this video in Full Screen. As this is a first attempt at video please let me know of any problems you encounter.
Here is a transcript of the video;
OK so welcome to todays tutorial on using InfoPath Forms with SharePoint 2010
Today we'll be looking at how we conditionally hide form fields using a very simple concept in InfoPath known as Rules
On the screen now you will see a standard SharePoint 2010 Task List
however I have changed this Task List to add two extra columns
which you will see here. We have the Special Conditions Applied column
which is a Yes/No tickbox, and we have the Special Conditions Details
which is a Multi-line text field. The idea is that with my Task I may specify extra conditions
which people need to be aware of.
When Users create new Tasks in the List, I want to hide the Special Conditions Details field
when the Special Conditions Applied tickbox has not been selected
Using InfoPath 2010 with SharePoint I can do this very easily indeed.
So, how do I begin?
First of all I need to go to the Lists Tab of The Ribbon
I click the Customize Form button and this will open Infopath 2010
InfoPath 2010 opens and shows me a representation of the List Form for my Task List
You can see here at the bottom my two extra fields, Special Conditions Applied, and Special Conditions Details
To conditionally hide Special Conditions Details I select the field
then, Manage Rules and I create a new Rule here by clicking New. This is going to be a Formatting Rule as it's hiding something.
I give my Rule a good name so I know what it is when maintaining this Form in future.
So the main thing I want to do is hide this field control, so I tick the box here
When do I want to hide it? Well, I need to set a Condition. There isn't a Condition yet but I click None here under Condition I can set a new one.
My condition is that when Special Conditions Applied is Equal to FALSE, i.e. the tickbox is not ticked we want to hide this field.
Only when there is a Special Condition and we've ticked this field do we want the Textbox to show up.
I OK that, and I now have my Rule.
That's all I need to do.
To Publish my changes I just click the Quick Publish button at the top left of the screen.
Then I get a message saying the form was successfully published.
Going back to my Task List...
if I add a new item
I should now see my new InfoPath Form, not a standard SharePoint Form.
Here we see the new form which I created in InfoPath. As you can see it looks a little different.
The thing that is interesting here is that there is no field where the Special Conditions Details Text Box should be.
Unless I tick the Special Conditions Applied box
and then I'm able to type here.
Unticking the box will also hide it again.
That concludes todays video.