Introducing Microsoft® Office InfoPath™ 2003

Creating and Assigning User Roles

User roles are an essential element of workflow processing. As an example, any employee can initiate an expense report form, but only a supervisor can approve it, and, if the requested reimbursement is more than $1,000 or the initiating employee is a supervisor, a manager’s approval might be needed. The roles in this workflow scenario are Employee (called the form’s initiator), Supervisor, and Manager. You can specify rules with actions that depend on the role membership of the person who opens the form. For this scenario, the expense report might have different views for Employees, Supervisors, and Managers. The rule displays the appropriate view when the user opens the form.

Establishing roles is a two-step ...