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We have a form for SharePoint in which one of the people picker fields we would like to lock down to a group of people from a SharePoint group.  Essentially we want only this group of managers can use that people picker but nobody else who fills out the form can use it.

 

One of my thoughts was to duplicate the form and only give that group the link to that duplicated form. My other thought was to use some of the conditional format rules to only show for certain people. Is there any documentation that would solve this scenario? Any help will be greatly appreciated. Thanks!

Good day Torg


 


See if the following can assist.


How to K2: How to add control-level permissions in SmartForms: https://help.k2.com/displaycontent.aspx?id=6507,


“Smartform / control based Role Security”: https://community.k2.com/t5/K2-Five/Smartform-control-based-Role-Security/td-p/110346,


“Text controls not collapsing on 'hide control'”: https://community.k2.com/t5/K2-Five/Text-controls-not-collapsing-on-hide-control/td-p/111340.


 


Best,


Sunrise


Hello Torg,

 

make the People picker lock for everyone by default and write rules as below 

 

-> Unbounded Handle People Picker for the user. 

       Put a data label on the form to store the output 

       Call UM User Smart object for the group and pass the user name in the filter and get the output in the data label 

       Write another rule 
        IF Data Label contains a value 

            Then Enable the picker control

        Else 

            Change picker control property as read-only. 


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