Is the information you want to populate from the person who submits the form? If so, this is pretty easy. I just create a rule and use the user profile service to get the required information:
Here is the full text for the function for the work phone value:
- userProfileLookup([Context].[Current user email],"WorkPhone")
You can then make the fields on the form read only. This site has all of the fields you can pull from the user profile service:
http://www.techrobbers.com/2019/07/sharepoint-user-profile-fields-with.html
Thank you David for the quick response!
I should have probably mentioned this in my post but unfortunately the user accessing the form is an external user. We are adding them to our internal tenant to access the form so we don't have a lot of information that we can pull from their User Profile.
However I did use the concept you suggested in your rules section. I used the following rule to build out the logic.
1. IF: "Form Is New" ..... is Yes
2. AND User name.... *enter user name*
3.Then: Company Name.... Value..... companyABC
4. Else: Company Name... Value..... *blank*/companyDEF
It works great for our needs and really simplified our process.
Thanks again 🙂 @David-
@David-
Hi David - I was using the "is New Mode" to test the form today and for some reason my rule no longer works. Does the "is New mode" only for when I first use the form??? Do I need to add more to the rule??
We know the user will use the form multiple times throughout the week, so is the form still "new" when they fill out the form over and over again?
Yes, "new mode" is the first time you create the new item in the list. Once it is saved, it is no longer considered new.
Yes, the is New Mode is only on the first time the form is created and before it is submitted. If you want it to update on either new or edit, there is a condition for that as well.
