Introduction

Requirement: Create a user-defined InfoPath section that can be displayed or hidden based upon the user’s need.

Table of Contents

• • • Introduction
    • Creating Control List Fields
    • Customizing the InfoPath Form
    • Picture button rules
    • Help Section Rules

   

  Create Control List Fields

  In order to create ‘Help’ buttons for your form user’s, first create control fields in your custom list for each of your Help sections.

  • • 1. Create a new column:
         1. Column name:  ShowHideBGDesc, ShowHideSTGYDesc, ShowHideBusTypeDesc, etc.
         2. Type: single line of text
         3. Required: No
         4. Accept defaults for everything else

  Add ‘ShowHidexxxx‘ columns for every needed InfoPath help section you will create in the next section.

  Customizing the InfoPath form

  If you don’t already have a list form that you need to customize, create one now. It can be based on a Custom list template, or any other list template that you need, such as Tasks.

   

  Add Picture button that user will Click to show/hide the Help text section Add Help Text section	Help Text InfoPath form section and Picture button
  	Picture button rules Click on Picture button Click on Manage Rules from Home tab of InfoPath form Create a new Action Rule Set Condition to: In first dropdown field, choose Select a field or group… Select appropriate field, ShowHideSTGYDesc In middle dropdown field, Select is blank In And field dropdown field, Select or In second line first dropdown field box, choose Select a field or group… Select same field as previous, ShowHideSTGYDesc In middle dropdown field box, Choose is equal to In third dropdown field box, Choose Type a number… Type ‘3’ (without quotes) Click OK
  5.  Add an Action by Clicking Add 6.  Select Set a field’s value 7.  In Field box, Click field selection box and Choose same field as previous, ShowHideSTGYDesc 8.  In Value field, Type ‘2’ (without quotes) 9.  Click OK 10.  Ensure that Don’t run remaining rules if the condition of this rule is met
  	11.  Create another Action Rule on picture button 12.  Set Condition to: In the first dropdown field, choose Select a field or group… Select same field as previous, ShowHideSTGYDesc In the middle dropdown field box, choose is equal to In the third dropdown field box, Choose Type a number… Type ‘2’ (without quote) Click OK
  	13.  Add an Action by Clicking Add 14.  Select Set a field’s value 15.  In Field box, Click field selection box and Choose same field as previous, ShowHideSTGYDesc 16.  In Value field, Type ‘3’ (without quotes) 17.  Click OK
  Help Section Rules  Select appropriate InfoPath section that will be tied to the previously set up Picture button Click on Manage Rules from Home tab of InfoPath form Create a new Formating Rule Set Condition to: In the first dropdown field, Choose previously set up field, ShowHideSTGYDesc In middle dropdown field, Choose is not equal to In third dropdown field box, Choose Type a number… Type ‘2’ (without quotes) Click OK 5.  Under Formatting, Place a check in Hide this control field