You need to store the user name in a computed field on the documents. Put @username formula for both field value formula and embedded view’s single cateogry formula
Ive been thinking that maybe the username formula and field isnt such a good idea? The reason being i have the username field on each of my forms and its a computed field with the following formula…
@Name([CN];@UserName)
However…after a user has submitted there query (on form A) …the manager will a recieve an email with a doc link (that will direct them to form A).
The manager will also need to add more information about the users query and does this by clicking on a button (on form A) which will open another form (form B).
On form B, i have several fields that requires the manager to input some information. Below the set of fields is my embedded view, where I want to display the users query information that they had submitted on form A.
Once the manager has submitted form B, another email is sent out to a developer that will guide them to form B. Here it will show the developer the information the manager had input into the fields, as well as the embedded view displaying the query the user had submitted.
If the developer wanted to view the information then they can double click on the view field which should open the form that the user had filled out (form A).
Also if the developer needed to add information then they will click on another button on form B that will open a new form for the developers (form C). Again on form C i have added another embedded view…but this time i want to display the information the user had submitted on form A. I will also want to display the information the managers had submitted from form B. (By the way i have added the embedded object into a tabbed table).
Im just confused and worried that the @username idea may not work…as the user name field will change according to the users using the forms so I dont get how the @username will display the records in the single view correctly.
Sorry its a bit long winded…I hope that makes sense?
Stabilio, sorry for the late response - I have been traveling
I think the best solution is to store the names of all your workflow users in separate fields, I prefer computed when composed to prevent unwanted changes. You can assign the values when buttons are clicked (e.g. when staff submits the form).
Then you can use @if formula in show single category to use the value of one of those fields based on different conditions.
I hope this helps
You can email me if you need to discuss this in more details
Ive been thinking that maybe the username formula and field isnt such a good idea? The reason being i have the username field on each of my forms and its a computed field with the following formula…
@Name([CN];@UserName)
However…after a user has submitted there query (on form A) …the manager will a recieve an email with a doc link (that will direct them to form A).
The manager will also need to add more information about the users query and does this by clicking on a button (on form A) which will open another form (form B).
On form B, i have several fields that requires the manager to input some information. Below the set of fields is my embedded view, where I want to display the users query information that they had submitted on form A.
Once the manager has submitted form B, another email is sent out to a developer that will guide them to form B. Here it will show the developer the information the manager had input into the fields, as well as the embedded view displaying the query the user had submitted.
If the developer wanted to view the information then they can double click on the view field which should open the form that the user had filled out (form A).
Also if the developer needed to add information then they will click on another button on form B that will open a new form for the developers (form C). Again on form C i have added another embedded view…but this time i want to display the information the user had submitted on form A. I will also want to display the information the managers had submitted from form B. (By the way i have added the embedded object into a tabbed table).
Im just confused and worried that the @username idea may not work…as the user name field will change according to the users using the forms so I dont get how the @username will display the records in the single view correctly.
Sorry its a bit long winded…I hope that makes sense?