Underdog
Apprentice

"Groups" in Nintex Forms

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Hello Everyone,

The video suggestion "Show/Hide" was helpful. 

https://www.youtube.com/watch?v=AaBYm7lS03Y

 

I'm now going to create using "Groups".  I couldn't find "Groups" as a function. 

Thoughts.  

Thank you.

 

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Garrett
Communicator

Re: "Groups" in Nintex Forms

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For Responsive and Classic Forms, you want to search for the PANEL control.

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Underdog
Apprentice

Re: "Groups" in Nintex Forms

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Good morning.  May it be a good day!

Well .. I set up the Panels, similar to the exhibit pertaining to New Responsive, save I'm in Old Responsive.  Do I need to hide them, then set up a rule to show them?  How would that be done?

Thank you!

Underdog_0-1659529693646.pngUnderdog_1-1659529717442.png

 

Underdog_2-1659529734709.png

 

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Garrett
Communicator

Re: "Groups" in Nintex Forms

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Hi @Underdog 

 

For the Responsive, you show the Panel. Then use a rule to Hide them.

 

Here is our Choice control with values "Option 1", "Option 2", "Option 3"

Garrett_0-1659531325588.pngGarrett_1-1659531359906.png

 

Here is Panel1 Rule. This Rule is 

Garrett_2-1659531476798.png

 

What does the rule do?

When the value of Choice is not "Option 1", Panel1 is hidden.  Try it out

 

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Underdog
Apprentice

Re: "Groups" in Nintex Forms

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Hi Garrett,

I've set the rules up per your instruction.  They work correctly.  When I press "Option 1" .. "Panel 1" hides itself.

 

So, what I'm truly looking for is what you showed me in your Link; that is, when you press Option 1, Panel 1 appears.  I would like for our members to not see Panel 1, Panel 2 or Panel 3 until Option 1, Option 2 or Option 3 are chosen, like in your excellent Link example.

 

So, I would like Panel 1, Panel 2 & Panel 3 to start hidden.  Then when (for instance) Option 1 is chosen, Panel 1 then appears.

Thoughts?

Thank you!

 

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bamaeric
Explorer

Re: "Groups" in Nintex Forms

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If you're using the New Responsive Designer, you can create a rule to show or hide a control (like a Group) based upon whether the form user is part of a SharePoint group. You would need to use the isMemberOfGroup function in the rule.  Here's more information on the isMemberOfGroup function: https://help.nintex.com/en-US/office365/Designer/Functions/isMemberofGroup.htm

 

The image below is an example of a rule that hides a Group control if the current form user is not part of the "Your Group Name" SharePoint group.

Nintex Forms NRD - Hide Group on SP Group Membership.png

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Underdog
Apprentice

Re: "Groups" in Nintex Forms

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Good morning Bamaeric,

Will the response you gave me work for "Responsive" (I believe now known as "Old Responsive")?

 

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bamaeric
Explorer

Re: "Groups" in Nintex Forms

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No, this will not work for the Responsive and Classic designers. Those designers have a different rules engine than the New Responsive Designer.

 

To accomplish this scenario in the Responsive designer, you will have to create a rule on a Panel control and use a hidden function (fn-IsMemberOfGroup) to hide the Panel is a user is not part of a SharePoint user group. This hidden function is not part of the visible Runtime Functions in the rule builder.

 

First add the Panel control and move the desired fields inside it. Then add a rule to the Panel control. Configure that rule with the following settings:

 

  • Rule name = Hide Panel (or whatever you'd like)
  • When = not(fn-IsMemberOfGroup("Your Group Name"))
  • Then = Hide

 

This function and rule will hide the Panel group if the form user is not part of the SharePoint group. If they are part of the SharePoint group, then the Panel control is visible.

Nintex Forms RD - Hide Group on SP Group Membership.png

 

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bamaeric
Explorer

Re: "Groups" in Nintex Forms

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@Underdog, I just realized I might have misinterpreted what you were asking. I saw "Groups" and thought you were implying "SharePoint groups". So the solution from @Garrett might apply more to your question.

 

Apologies if my responses are off target. At the very least, you've learned another Nintex Forms trick to use should that need arise.

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Underdog
Apprentice

Re: "Groups" in Nintex Forms

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@bamaeric,

No worries .. I'm grateful for any instruction.  And yes, I added your comments to my understanding of Nintex which never hurts .. lol .. .  Garrett has properly instructed me on hiding Panels .. and now I'm looking for the Panels to start hidden, only to be revealed when an option is chosen; for instance, pressing Option 1 reveals Panel 1.

Thoughts?

 

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