Show All

Automatically open a form by using a rule

When you design a form, you can create a rule that automatically opens another form in response to an event. The event can include the following: a change to a particular field or group in the data source, clicking a button, or the insertion of a repeating section or row in a repeating table.

Tip

1. In design mode, do one of the following:
   • To run the rule when a particular field or group in the data source is changed, open the Data Source task pane, double-click the field or group, and then click the Rules tab.
   • To run the rule when the value of a control is changed, double-click the control, and then on the Data tab in the Control Properties dialog box, click Rules.
   • To run the rule when a button is clicked, double-click the button, click Rules and Custom Code in the Action list, and then click Rules.
2. In the Rules dialog box or on the Rules tab, click Add.
3. In the Name box in the Rule dialog box, type a name for the rule.
4. To specify when the rule should run, click Set Condition, and then enter the condition. The rule will run when the event specified in step one occurs and the condition specified in this step is met.
5. Click Add Action.
6. In the Action list in the Action dialog box, click Open a new form to fill out.
7. In the Form ID or Location box, click the form you want to open, and then click OK.

   Note  If the form you want is not listed, cancel the rule, open and close the form you want to automatically open, and then try again.

8. If you want to prevent any rules from running after this rule (for the current event), select the Stop processing rules when this rule finishes check box.

Note  The information in this topic may not apply if you are working with a form designed using Microsoft Office InfoPath 2003 without the service pack installed. Learn more