Read-Only view in Approval Process with Attachement access

Hello all,

I have a form with a large approval workflow that I have almost completed, but I have run into a small problem.  I have created two views, one for submission and then a read-only view so once it is submitted it will open in Read-Only so it cannot be edited.  I am having a problem though because the creator of the form has to attach a spreadsheet to the form, but it in the Read-Only view it cannot be opened. 

I tried to make a view with going through each field individually making them read only except the attachement field, but a lot of the fields were not able to be made into read-only such as Date Picker fields and Drop-downs.  Does anyone have any suggestions around this?

Thanks,

Ben

August 19th, 2015 1:33pm

Hello,

Try going in to your SP site permissions level. What ever group you have the creators under take away edit permission. This should still allow them to add and view items along with attachments. I'm not 100% sure if it will work with your situation but that is what I did to a form that I created that also needed to have attachments added.

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August 20th, 2015 9:02am

Hi BenGQ1234,

I create a new view and set the view Read-only in the View Properties.

I could reproduce your issue and the Attachment is also set as read-only and cannot be selected. I suppose this is how view read-only works.

For your requirement, you can make a view with going through each field individually making them read only except the attachment field.

For those fields which are not able to be made into read-only such as Date Picker fields and Drop-downs, you can make them read-only by using conditional formatting. 

You can use conditional formatting to disable any control. To set your control to always be disabled do the following:

  1. Right click on your control and Manage rules->New Formatting.
  2. Click Add Condition.
  3. In the leftmost dropdown select The expression
  4. type true() in the text field (this tells InfoPath to always apply this formatting)
  5. Check the Disable this control checkbox.
  6. Click OK and OK.

For your reference:

http://www.nullskull.com/q/10329382/how-to-make-dropdown-field-read-only-in-infopath-2010.aspx

https://support.office.com/en-za/article/Disable-or-set-a-control-as-read-only-by-using-conditional-formatting-60496de3-b6e7-4317-9879-7487baad9b35

Best Regards,

Lisa Chen

August 20th, 2015 11:17pm

This is extremely helpful, thank you Lisa!
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August 21st, 2015 3:14pm

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