Sign in with Microsoft
Sign in or create an account.
Select a different account.
You have multiple accounts
Choose the account you want to sign in with.

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.

Top of Page

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.

Top of Page

Need more help?

Want more options?

Explore subscription benefits, browse training courses, learn how to secure your device, and more.

Communities help you ask and answer questions, give feedback, and hear from experts with rich knowledge.

Was this information helpful?

What affected your experience?
By pressing submit, your feedback will be used to improve Microsoft products and services. Your IT admin will be able to collect this data. Privacy Statement.

Thank you for your feedback!